
Responsible Investment Report 2025-26
Bregal Helps Initiative
With the support of Bregal‘s leadership and the COFRA Foundation, the Bregal Helps Initiative (“BHI”) has distributed over €5 million to charitable organizations since 2020, via our portfolio companies.
GRANTED SINCE 2022
APPROVED GRANTS SINCE 2022
GRANTED SINCE INCEPTION
In response to the global pandemic, Bregal‘s senior management team and partners, together with the COFRA Foundation, launched the Bregal Helps Initiative in 2020. The effort was launched with the mission of assisting Bregal portfolio companies in their objectives to support local communities affected by COVID-19.
Bregal continued to grow this program with a second iteration of the fund which kicked off in 2022 with a specific focus on three pillars: (i) Diversity and Inclusion; (ii) Community Development; and (iii) Education, Skills, and Career Mobility.
Diversity and Inclusion
Support portfolio companies in addressing issues of diversity and inclusion, whether related to race, gender, or other protected characteristics, specific to our portfolio companies and their communities.
Community Development
Aid portfolio companies and their supported charities to provide key services such as healthcare, shelter, and nutrition - to ensure such services can be maintained and accessed by those in need.
Education, Skills, and Mobility
Help portfolio companies to drive education and career improvement efforts in the local communities via charitable organizations that enable access to quality education and skills development.
Diversity and Inclusion
Supporting portfolio companies in addressing issues of diversity and inclusion, whether related to race, gender, or other protected characteristics, specific to our portfolio companies and their communities.
Fondazione Danelli
Specialisterne, supported by Fondazione Danelli, is a non-profit dedicated to creating meaningful employment for at least 1 million neurodivergent individuals. Active in Italy since 2017, the foundation champions for equal opportunities and workplace inclusion. For this project, Specialisterne is supported by Fondazione Danelli, which brings over 30 years of experience in the sector.
Portfolio Company: Infocert
HQ: Milan, Italy
Project Location: Milan, Italy
Neurodiversity Training
Employment Impact
Community Development
Aiding portfolio companies and their supported charities to provide key services such as healthcare, shelter, and nutrition - to ensure such services can be maintained and accessed by those in need.
Triangle Spokes Group
Triangle Spokes Group is a North Carolina-based non-profit that provides new bicycles, helmets, and character-building books to children in need, primarily through partnerships with Title I schools where many students come from low-income families. The organization combines bicycle donations with a curriculum focused on goal setting, confidence building, and future aspirations, helping children develop both practical and personal skills.
Portfolio Company: Opex Technologies
HQ: Raleigh, NC, USA
Project Locations: Raleigh, NC, USA
BHI Impact: Supported the expansion of the program to three additional Title I schools, reaching approximately 300 third-grade students with educational programming, new bicycles, helmets, and books. Opex Technologies’ employees also contributed through volunteering, school events, and bicycle assembly activities.
THIRD-GRADE STUDENTS REACHED WITH EDUCATIONAL PROGRAMMING
Education, Skills, and Career Mobility
Helping portfolio companies to drive education and career improvement efforts in the local communities via charitable organizations that enable access to quality education and skills development.
YMCA
YMCA is a global youth empowerment organization operating across 120 countries, supporting young people through education, skills development, employment, entrepreneurship, and community engagement programs. Through its Meaningful Work pillar, YMCA helps young people build the skills, confidence, and opportunities needed to succeed in the workforce.
Portfolio Company: Enhesa
HQ: Geneva, Switzerland
Project Location: Lisbon, Tokyo, Bath, Toronto, Washington D.C.






