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

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.

€1.9m
GRANTED SINCE 2022

24
APPROVED GRANTS SINCE 2022

€5m
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

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Infocert specialists delivered practical, hands-on exercises
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Expert Training

Infocert specialists delivered practical, hands-on exercises to ensure technical relevance and real-world applicability.
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Neurodiversity Training

All Infocert employees participated in neurodiversity training, with a focus on autism inclusion, delivered in collaboration with Specialisterne.
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Employment Impact

11 students passed the IFTS3 final exam, with 3 already securing employment.

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.

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Volunteers supporting Triangle Spokes Group

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. 

300
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.

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Toronto Youth Entrepreneurship Gala
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Employee Volunteering

Employees across multiple global offices volunteered as mentors, providing career guidance, sustainability education, and workplace skills training to young people.
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Collaborative Impact

Employees partnered with YMCA Change Agents to co-develop an ESG sustainability training module, combining industry expertise with youth perspectives.
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Future Leaders

The ESG sustainability training module is expected to directly benefit more than 2,000 young leaders worldwide, equipping them with practical sustainability knowledge and workplace skills.