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
Responsible Investment Report 2025-26
Each year, we build on our track record of responsible investing integration. In 2025/26, we expanded the Responsible Investing team's expertise and further embedded thematic priorities across portfolio engagement.[[1]]
2026
ESG Champion of the Year: Upper Mid-Cap or Large-Cap 2026 Finalist
LP of the Year: Fund of Funds Finalist
Mid-Cap Private Equity Firm of the Year (ESG) 2025 Finalist
Mid-Cap Private Equity Firm of the Year (ESG) 2024 Winner
Launch of the iCI Voluntary Carbon Markets Guidance – co-led by Bregal
Joined ESG Data Convergence Initiative
Development of carbon footprint guidance for private equity – co-led by Bregal
Bregal Helps Initiative launched to support communities affected by COVID-19 pandemic
€3m
Joined Initiative Climat International (“iCI”)
Announced sponsorship of Level 20 – promoting gender diversity in European private equity
Joined the Principles for Responsible Investment
Bregal Investments founded
Bregal Investments founded
Dedicated responsible investment team established
Joined the Principles for Responsible Investment
Bregal Sustainable Development Financing Program launched to support ESG improvements at portfolio companies
€40m
Announced sponsorship of Level 20 – promoting gender diversity in European private equity
Bregal Helps Initiative launched to support communities affected by COVID-19 pandemic
€3m
Joined Initiative Climat International (“iCI”)
Announced commitment to achieving science-based targets at Bregal and for portfolio companies by 2030
Bregal Sustainable Development Financing Program increased to €50m
€50m
Launch of iCI Private Equity Sector Science-Based Target Guidance – co-led by Bregal
Joined ESG Data Convergence Initiative
Development of carbon footprint guidance for private equity – co-led by Bregal
Launch of Bregal Sphere Platform and investment in PUR
Launch of Bregal Sphere Nature strategy to invest in high-quality nature-based solutions
Selected as a Real Deals Future 40 Climate Change Champion
Mid-Cap Private Equity Firm of the Year (ESG) 2023 Winner
Mid-Cap Private Equity Firm of the Year (ESG) 2025 Finalist
Mid-Cap Private Equity Firm of the Year (ESG) 2024 Winner
Launch of the iCI Voluntary Carbon Markets Guidance – co-led by Bregal
2026
ESG Champion of the Year: Upper Mid-Cap or Large-Cap 2026 Finalist
LP of the Year: Fund of Funds Finalist
We apply a binding exclusion criteria and principles-based screening to identify and prioritize relevant opportunities. Alongside the investment team, the Responsible Investing team evaluates sustainability risks and opportunities leveraging third-party experts. Value creation potential and key risks are documented in Investment Committee materials.
Within the first 100 days of investment, we co-define a materiality-driven sustainability roadmap with company management, integrating KPIs into value creation plans reviewed annually under Board oversight. Our tools focus on driving growth and enhancing investments through digitalization, sustainability, and operational excellence.
Improve governance processes, policies, and accountability in alignment with best practices; uphold human rights across business operations and direct supply chains.
Manage and strengthen cybersecurity, data privacy, and responsible AI governance and practices.
Enhance talent development, workforce well-being and satisfaction, and inclusive cultures to build resilient, productive, and motivated teams.
Manage the climate and nature risks in the portfolio, including mitigating carbon impacts and reducing emissions in line with the Paris Agreement.
During exit preparation, the Responsible Investing team documents sustainability progress and best practices achieved during the holding period. Where sustainability initiatives have generated clear value, or where sustainability is intrinsic to the business model, we commission sell-side diligence to support the process.
We apply an initial screening process guided by a set of exclusionary criteria and a principles-based approach to ensure alignment with our responsible investing standards.
As part of the due diligence process, we actively engage and evaluate prospective GPs on policies, processes, procedures and thematic areas including: human rights, climate change, inclusive employee engagement, cybersecurity, data privacy, responsible AI, and promotion of good governance practices.[[3]]
Each GP is evaluated on a scale from 0 to 100%, and subsequently qualified into four categories based on their score: (i) Laggard, (ii) Novice, (iii) Professional, and (iv) Leader.
We create an ESG scorecard for each GP, which is included in Investment Committee memos.
Following diligence, we provide new GPs with onboarding materials outlining Bregal Anthos’ Responsible Investing approach. The aim is to provide guidance to help GPs continuously improve their ESG performance.
Building on the GP’s diligence assessment, we engage GPs to complete an annual ESG Monitoring Questionnaire. This includes GP-, fund-, and co-investment-specific information. The questionnaire seeks insight into GP ESG practices and thematic areas.
The data collection output is presented in an ESG scorecard, which is shared with GPs. The scorecard provides each GP with a score between 0 and 100% and groups them into the scoring categories described above.
On an annual basis, the Responsible Investment team engages with participating GPs to discuss data collection and scorecard results, and to support GPs in advancing their ESG strategies.
While Bregal Sagemount ("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.
Disclosures
