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.

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

Equity capital for founder-owned companies in consumer and multi-unit, food and beverage, and business services

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

Based in New York, the group will invest globally in both LP and GP-led transactions, leveraging Bregal’s GP relationships and network of eight offices worldwide

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Responsible Investment Report 2025-26

Teamwork.com Case Study

Teamwork.com is a one-stop shop for integrated project and client management software solutions. 

Teamwork.com is trusted by more than 20,000 teams in 170 countries, who use the platform to manage their daily workflows and improve automation, productivity, and profitability.

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Sustainability Rationale

Teamwork.com was identified as a high-potential company operating at the intersection of digital productivity and responsible technology. Since the investment, Bregal Milestone has partnered with Teamwork.com to develop a sustainability program focused on three strategic priorities:

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Decarbonizing its operational footprint
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Embedding robust cybersecurity systems and responsible AI governance
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Fostering a diverse, engaged workforce

As a cloud-native SaaS business, Teamwork.com’s product model supports lower-carbon, location-independent ways of working for customers globally, creating strong alignment between commercial growth and sustainability impact. Data protection and business continuity are central to its value proposition.

Teamwork.com has held ISO 27001 certification, SOC 2 Type 2 compliance, and GDPR compliance since 2021, maintained zero data breaches for three consecutive years, and achieved 100% platform uptime, reinforcing trust across its global client base.

100%
PLATFORM UPTIME

maintained consistently

"Our partnership with Bregal Milestone has helped us strengthen the foundations for sustainable growth. Their support has enabled us to approach ESG not as a standalone initiative, but as an integral part of how we scale responsibly: reducing our operational footprint, strengthening cybersecurity, and building an inclusive culture where our people can do their best work. That shared commitment to responsible growth has been central to our partnership and to the way we continue to build Teamwork.com for the long term."

Daniel Mackey

Co-Founder and CEO - Teamwork.com

Key Developments & Highlights

Climate Change

Teamwork.com set its science-based target in 2023, committing to a 42% reduction in Scope 1 and 2 emissions by 2030 against  a 2020 baseline. The company is on track to meet its target, having reduced its direct emissions by procuring 100% renewable electricity for its offices, installing EV charging stations, and transitioning  data centers to low-carbon cloud servers. These initiatives have reduced energy consumption by 15% since entry,  driving direct cost savings. 

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Has a science-based target

To address value chain emissions, Teamwork.com actively monitors material  Scope 3 categories, and seeks to improve data quality each year by expanding supplier engagement, conducting employee commute surveys, and implementing  a business travel policy to encourage  rail over air travel.

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Carbon intensity (tCO2e/€m)

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Scope 1 & 2 emissions (tCO2e)

Employee Engagement and Diversity

Since acquisition, Teamwork.com has conducted employee surveys and continuously translated feedback into targeted improvements to workplace culture and conditions. The company obtained a Great Place to Work certification in 2022, and since then has expanded learning and development opportunities to include language lessons, webinars on financial well-being, mentorship programs, and developing career mapping frameworks for employees.

Having implemented a Diversity, Equity, and Inclusion (DEI) policy, the company also partnered with organizations to increase the hiring of women in tech, and continued its efforts through Women in Teamwork Employee Resource Groups. These initiatives have improved employee retention and ensured continuity in key technical roles. 

+10
POINTS ENPS

Since 2024

-5pp
VOLUNTARY TURNOVER

decrease since entry

Cybersecurity and Responsible AI

A cybersecurity assessment is being conducted by a specialist advisory firm  to enhance the company’s resilience against cybersecurity attacks, and avoid risks and financial penalties associated  with data breaches.

Policies on data privacy and security, and Acceptable Use of AI are currently in place. In 2025, Teamwork.com strengthened  AI governance by introducing regular reporting to the Board, establishing a Cross-functional AI Committee to drive  AI adoption and monitor AI-related risks. The company also provides annual training on AI trust and security for all employees.

0
DATA BREACHES

100%
PLATFORM UPTIME

2024 RIR Cover

Bregal Milestone Responsible Investment Report 2024

Read the full case study and find out how we championed a responsible investment approach in our 2024 report.

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