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Strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

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Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Flexible capital and strategic assistance for market-leading companies in high-growth sectors in North America and Europe

Equity capital for mid-sized companies in the DACH region and Italy

Growth capital and strategic assistance to software companies throughout Europe

Impact platform investing in climate and nature-based solutions

Private equity primaries, co-investments, and secondaries across North America and Europe

Responsibility

Responsible investing
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Contact

Contact
Contact London, UK New York, USA Munich, Germany Milan, Italy Zug, Switzerland Dallas, USA Palo Alto, USA St Helier, Jersey Strassen, Luxembourg
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Responsibility

Responsible investing

We believe that a business' approach to responsible investing is a solid indicator of its prospects of long-term, sustainable value creation.

During our ownership, we work with each business to address material issues relevant to their strategy and our investment case.

Responsible investing approach

Our commitment to responsible investing means that we aim to consistently contribute to building great businesses and creating long-term, sustainable value for our investors, while having a positive impact on society.

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Responsible Investing is at the heart of Bregal’s investment strategy and fundamental to generating attractive risk-adjusted returns. As we grow the Bregal platform, we are committed to driving positive impacts across our ecosystem. This means supporting our companies in their transition to a low carbon economy, ensuring they are great places to work and enabling them to act as good corporate citizens.

Alain Carrier

CEO - Bregal Investments

Responsible investing case studies
Prioritize

Post investment, Bregal deal teams work closely with portfolio company management to prepare a value creation plan, which includes an ESG roadmap, to guide strategic direction and prioritize initiatives.

The main elements of the ESG roadmap are prioritisation of ESG issues, an overview of short- and medium-term initiatives to improve ESG performance, and KPIs to report and monitor progress. The purpose of this ESG roadmap is to support management in embedding material ESG aspects in their operations and strategy.

The Board of Directors of each of our portfolio companies is Bregal’s primary platform for monitoring ESG performance and progress. We engage with all portfolio companies on a regular basis to assess progress, identify support needed and reset objectives. In addition to regular progress updates, comprehensive annual reviews are conducted.

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Invest

We are also funding and supporting certain Bregal portfolio companies’ ESG ambitions via the Sustainable Development Financing Program by providing loans at attractive terms to finance improvement initiatives aligned with the UN Sustainable Development Goals.

The Sustainable Development Financing Program is a €50 million capital pool intended to support portfolio companies in transitioning their business models towards greater environmental and/or social sustainability by providing financing to invest in improvement projects which meet strict ESG criteria.

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Achieving substantial ESG improvements can require additional capital. However, the payback period for ESG-related improvement projects may be too long for portfolio company management and Boards to deploy resources to these projects. The Sustainable Development Financing Program incentivizes our portfolio companies with attractive financing terms to drive progress on ESG roadmaps in the holding period. 

Projects funded to date have driven wide-ranging sustainability impact, from reduction of carbon emissions, to improved water management, to enhanced quality of patient care.

Contribute

We actively support Bregal portfolio companies to engage with their local communities and address social causes and business-relevant impact. 

Through the Bregal Helps Initiative, in partnership with the COFRA Foundation, we aim to support our portfolio companies to engage with their local communities and to create positive social and environmental impact. We believe such positive impact is relevant for the long-term prospect of any business.

Together with the COFRA Foundation, our senior Bregal employees have also granted more than €4.2 million to help our portfolio companies support their local communities and charitable organizations with a specific focus on three pillars:

  1. Diversity and inclusion;
  2. Community development; and
  3. Education, skills, and career mobility. 
Bregal Helps Initiative

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Addressing climate change

Climate is a cornerstone of our responsible investing program and as such we work closely with our portfolio company management teams to develop carbon reduction plans and accelerate the transition to a low carbon economy.

Science Based Targets

As part of this commitment to climate action, Bregal spearheaded the development of the Private Equity Sector Science Based Target Guidance.

Net Zero Asset Managers Initiative

Bregal has joined the Net Zero Asset Managers (“NZAM”) initiative, an international group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner.

initiative Climat International

As active members of the initiative Climat International (iCI) we continue to support the development of private equity industry-wide solutions to measuring, assessing and mitigating climate-related financial risks and support best practice sharing.

Bregal Sphere Platform

We are also seeking to actively invest in mission-driven companies solving the climate crisis and other interrelated challenges via our dedicated impact platform.

Our climate targets include:

50%
REDUCTION OF OUR OWN (DIRECT) EMISSIONS

By 2030

40%
OF PORTFOLIO COMPANIES TO SET SCIENCE-BASED TARGETS

by 2025

100%
OF PORTFOLIO COMPANIES TO SET SCIENCE-BASED TARGETS

by 2030

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Responsible investing case studies

We collaborate with our portfolio companies to help them improve ESG performance.

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Responsible investing case studies
Industry Partnerships

Bregal is proud to partner with industry-leading initiatives that help promote responsible investment practices and develop guidance on ESG issues such as climate action and DEI.

The PRI, a United Nations supported network of investors, works to promote sustainable investment through the incorporation of environmental, social, and governance.

iCI is a global, practitioner-led community of private markets firms and investors that seek to better understand and manage the risks associated with climate change.

Science Based Targets is an organization focused on achieving a zero-carbon economy through science-based emissions reduction targets.

The Net Zero Asset Managers initiative is an international group of asset managers committed to supporting the goal of net zero GHG emissions.

The ESG Data Convergence Initiative (“EDCI”) is an open partnership of private equity stakeholders committed to creating a critical mass of meaningful, performance-based, and comparable ESG data from private companies.

ILPA is a global organization dedicated exclusively to advancing the interests of LPs and their beneficiaries through best-in-class education, research, advocacy, and events.

The ILPA Diversity in Action initiative brings together limited partners and general partners who share a commitment to advancing diversity, equity, and inclusion in the private equity industry.

Level20 is a not-for-profit organization founded with the aim of improving gender diversity in the private equity industry.

SEO is an organization focused on providing people from under-represented communities access to career opportunities in the alternative investment industry.

Founded by His Majesty King Charles III, the Sustainable Markets Initiative has become the world’s “go-to” private sector organization on sustainable transition.

Logos are protected trademarks of their respective owners and Bregal disclaims any association with them and any rights associated with such trademarks.

Diversity, equity, and inclusion

Bregal is committed to being a socially responsible firm promoting diversity and equal opportunity both across the Bregal platform but also portfolio companies. 

We believe that by playing our part as the investor, we can also help our portfolio companies to become more resilient and responsible businesses.

Bregal is a proud sponsor of Level20, an initiative that supports greater representation of women in the private equity industry.

We have expanded our charitable matching programme by supporting organisations addressing social injustice and racial inequity. 

Bregal Responsible Investment Report 2023

See how we champion a responsible investment approach in our latest report.

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2023 Bregal RIR green hills

Responsible Investment Report 2022

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Responsible Investment Report 2021-22

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Responsible Investment Report 2019-20

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Responsible Investment Report 2018-19

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Responsible Investment Report 2017-18

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