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 2024-25

Investing to achieve portfolio-level emissions reductions

Bregal’s Sustainable Development Financing (“SDF”) program is a €50 million capital pool that provides loans on attractive terms to existing portfolio companies to invest in projects with positive sustainability outcomes.

Launched in 2018, the SDF is a tool for portfolio companies to fund strategy-related projects that help improve ESG performance, while simultaneously creating business value. As large-scale improvement projects can require additional capital and involve longer payback periods, the SDF incentivizes management teams with low-interest shareholder loans to drive progress on ESG roadmaps.

As Bregal’s overall percentage of approved science-based targets increases, the SDF has recently been leveraged specifically for investing in decarbonization solutions or improvements in business processes that increase efficiency while reducing or avoiding emissions. 63% of active loans directly support decarbonization projects, amounting to €18.9m across nine portfolio companies.[[3]]

Project impact focus to date[[2]]

Project impact focus to date[[2]]

63%

Decarbonization

37%

Other

1

Reducing our GP and portfolio GHG emissions

1

2

Investing to achieve portfolio-level emissions reductions

2

3

Measuring climate and nature risk

3

4

Investing in climate and nature solutions

4

5

Engaging industry on climate and nature

5

Our climate and nature action plan

Our climate and nature action plan

1

Reducing our GP and portfolio GHG emissions

Measuring and reducing carbon emissions continues to be a priority for Bregal, further augmented by the increasing demand for low carbon products within our portfolio.

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2

Investing to achieve portfolio-level emissions reductions

Bregal’s Sustainable Development Financing (“SDF”) program is a €50 million capital pool that provides loans on attractive terms to existing portfolio companies to invest in projects with positive sustainability outcomes.

3

Measuring climate and nature risk

Bregal strengthened its capabilities on and internal management climate and nature risk monitoring for its direct equity strategies in 2024.

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4

Investing in climate and nature solutions

In addition to managing climate and nature-related risks and opportunities across its investment portfolio, Bregal launched a dedicated impact strategy in 2022.

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5

Engaging industry on climate and nature

Bregal reinforces its climate and nature commitment by actively contributing to industry leadership, primarily through initiative Climate International (iCI).

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