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 - SurePrep

Founded in 2002, SurePrep is a provider of tax documentation automation software and software-powered services and is the leader in 1040 tax automation for Certified Public Accountancy firms.

Bregal Responsible Investment Report - 2019/2020

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SurePrep provides innovative, comprehensive and productive personal federal income tax automation solutions that include scanning, an optional optical character recognition verification service, outsourcing and a two-time award-winning mobile solution.

Sector: Software & services
Head office: Irvine, CA, USA

Data privacy and security of our systems is critically important to our CPA clients in delivering their services and maintaining reputation. It is therefore our key priority to meet constantly evolving information security requirements. We are proud to have served our clients for the last 18 years without a single known incident of data breach.

Material issues:

Data privacy and security

Good governance, ethics and compliance

Engaged and diverse workforce

Carbon footprint

Data privacy and security 

To ensure best-in-class data management and protection, SurePrep has established rigorous information security policies and processes. 

Specific data security roles and responsibilities are assigned to individuals, including the Chief Innovation Officer, Director of IT and Information Security and a full-time Information Security team based in India.

SurePrep follows a documented process to ensure data security and conducts regular vulnerability testing. The company has achieved ISO 9001:2015 certification for process quality management. Relevant training is provided annually to all employees.

Fair labour conditions and engaged workforce across operations 

SurePrep has operations both in the US and India, and HR functions are managed separately to address country-specific employee needs. Robust policies are in place, ensuring a consistent approach and coverage of country-specific issues. For example, in India, the company has an Internal Complaints Committee to handle any harassment complaints and offers sexual harassment awareness workshops and confidential counselling sessions.

Management-level diversity training is provided to foster an inclusive workplace culture. In recognising the importance of diversity, SurePrep is also assessing recruitment initiatives, such as hosting ‘women in technology’ days to engage local university students.

In addition to onboarding training, SurePrep provides new employees with weekly check-ins for the first month and offers to pay for further training needs.

Exit interviews are conducted for all employees who leave voluntarily and in 2019 SurePrep hosted a wellness week in the US which was very well received by employees.

 

Bregal Sagemount

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

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