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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Solo Header 1 Man fitting solar panels

Responsible Investment Report 2025-26

Solo

Solo is a provider of tech-enabled services for residential solar installers (“SI”) and sales dealer organizations (“SDO”).

Sustainable Development Financing at Solo

Solo sought a loan to accelerate its transition to a comprehensive SaaS enabled platform. Solo sought to expand its offering beyond providing designs and proposals as a service to enabling customers' in-house control of the design process, enhanced with AI-driven capabilities. The product development will allow solar installers to design systems more efficiently through automated workflows and improve the speed of proposal generation and accuracy.

Additionally, the investment supports go-to-market expansion through marketing, sales enablement, and customer education efforts. By reducing design time, lowering soft costs, and increasing installation conversion rates, while layering in battery proposal capabilities, the project aims to scale residential solar adoption and drive meaningful emissions reductions across the energy value chain. 

The company’s core functionality enables customers to design solar systems, create proposals, and streamline the system financing process. Through these processes, it assists solar installers across the country in designing and selling solar projects to homeowners.

Sustainability Rationale

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Energy Transition Enablement

Solo’s platform directly supports increased adoption of residential solar by improving installer efficiency and reducing barriers to deployment, contributing to an estimated 3.5 million metric tons of CO₂ emissions avoided over system lifetimes.
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Operational Efficiency & Cost Reduction

 By bringing design capabilities in-house and automating processes for solar installers, the platform reduces soft costs across permitting, supply chain, and customer acquisition, making solar more accessible and affordable for homeowners.
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Technology & Innovation

Integration of AI and advanced design tools enhances the speed, accuracy, and scalability of solar project development, improving conversion rates and increasing the number of systems installed.
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Market Movement

The residential solar market is shifting toward software-enabled, installer-controlled solutions. Solo’s transition to a SaaS model positions it as a leading platform in a consolidating market, competing with key players while enabling broader solar adoption.

"By evolving into a software-first platform, we are empowering solar installers to operate more efficiently, reduce costs, and accelerate adoption for homeowners. This investment enables us to bring powerful design and automation tools to market faster, ultimately expanding access to clean energy at scale."

Tom O'Keefe

CEO - Solo

$5m
SDF

Loan Amount

3.5m
METRIC TONS

of CO2 equivalent avoided over the lifetime of incremental systems installed with Solo’s new product over the next three years

2025
SDF

Loan Approval

Disclosure: While Bregal Sagemount is part of the Bregal platform, it applies its own responsible investment policies and procedures. None of the Bregal policies and procedures apply to Sagemount unless expressly stated by Sagemount. Sagemont does utilize and share certain resources and benefits from certain synergies and efficiencies from the Bregal platform, including with respect to responsible investing.

Disclosure