About

Bregal Investments is an international private equity firm providing a platform for five direct investment teams and a fund-of-funds team across the US and Europe.

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Funds

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

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Flexible capital and strategic assistance for market-leading companies in high-growth sectors.

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

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Providing growth capital and strategic assistance to ambitious, market leading technology companies in Europe.

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Building world-class businesses in the middle market in North America.

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Energy, power and renewables focused middle market fund.

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Private equity funds, co-investments and secondaries.

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People

Our experienced global investment team seeks to create long-standing relationships and drive lasting impact within our portfolio companies.

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Responsibility

We champion a responsible investment approach focused on creating long-term, sustainable value and are conscious of the responsibilities we have towards all our stakeholders. 

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Case studies

Examples of how we are collaborating with our portfolio companies to improve their ESG performance.

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Employee giving

Our Philanthropy Programme is designed to encourage our employees to become more active in charitable organisations.

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Bregal Helps Initiative

In early 2020, together with the COFRA Foundation, senior Bregal employees also established a €3 million Bregal Helps Initiative to help our portfolio companies support their local communities affected by Covid-19.  

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Locations

We have offices in seven locations in the US, UK, Germany, Jersey, Luxembourg and Italy.

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Case Study - Steele Compliance

Steele Compliance Solutions (Steele) is a leading provider of third-party management software, educational content and due diligence investigation services primarily focused on the anti-bribery, anti-corruption and anti-money laundering compliance markets.

Bregal Responsible Investment Report - 2018/2019

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Steele’s compliance platform enables large global companies to centrally manage and risk stratify their third-party distributors, agents, representatives and joint venture partners while conducting due diligence, training and monitoring to ensure compliance and minimise both the risk and the severity of regulatory action.

Sector: Third-party compliance software 
Head office: San Francisco, USA

We are in the business of compliance and ethics. ESG is critically important to Steele and we pride ourselves on not only helping other organisations exceed their ESG goals, but also being a role model in the business world for ESG standards.

ESG impacts & performance:

8.7%

annualised voluntary employee turnover

51.9%

female employees

15.4%

ethnic minority employees

Material issues:

Positive ESG impact of core business

Good employment and diversity 

Data privacy and security

After adding anti-bribery compliance to our list of key diligence areas, Bregal Sagemount undertook a comprehensive review of potential investment opportunities in the space. We are proud to have partnered with the industry leader in Steele and we are excited by the growth it is experiencing.

Positive ESG impact of core business

Steele enables its clients to mitigate ESG risks, including bribery and money laundering through software, due diligence, monitoring and training. The company also provides other compliance services and solutions around business ethics and supply chain management, often through its subsidiaries (e.g. Compliance Wave) and partners (e.g. Whistleblower Security). 

The UN Sustainable Development Goals explicitly address bribery, corruption and money laundering in Goal 16 (Peace, Justice and Strong Institutions) and aim to “substantially reduce corruption and bribery in all their forms”. They estimate that corruption losses represent more than 5% of global GDP ($2.6 trillion) and bribes exceed $1 trillion, annually.

Moreover, beyond the obvious costs that bribery, corruption and money laundering impose on society, relevant regulations also impose significant monetary fines on corporate violators. Therefore, Steele’s services enable customers to mitigate ESG risk exposure and embrace compliance best practices, while also contributing to the pursuit of international sustainability goals and the overall betterment of society.

Good employment and diversity 

Steele has 162 employees, of which 78% are full-time workers. In addition, the company works with a globally distributed network of contractors to conduct the field portion of due diligence investigations. 

Given the knowledge-intensive, professional service and software development nature of the business, management’s main ESG priority continues to be managing its labour force as best as possible. As of September 2018, Steele has an annualised voluntary staff turnover rate of 8.7%, well below the industry average for professional services of 36.2% in the US.

To proactively track employee engagement and pre-empt potential issues, the company conducts exit interviews for all voluntary departures in addition to periodic engagement surveys. Subsequently, any feedback trends (positive or negative) that are identified are then incorporated into action plans.

Data privacy and security

Data privacy and security are relevant ESG themes for Steele, since the company collects substantial third-party personal, identifiable information. 

The company has assigned clear responsibilities for data privacy and security to its dedicated Data Protection Officer, IT Director and General Counsel. Bregal’s ESG review of the company confirmed that management exhibits a strong understanding of various privacy regulations. In 2019, management anticipates formalising further internal policies on data privacy and security training in order to maintain its strong ESG track record.

 

Bregal Sagemount

Flexible capital and strategic assistance for market-leading companies in high-growth sectors.

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