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
Responsible Investment Report 2024
Each year, we build on our track record of responsible investing integration. In 2024 and 2025, we've broadened our subject matter experience within the team and deepened our integration of thematic topics in portfolio engagement. We're honoured to have been recognised as a leading Mid-Cap Private Equity Firm of the Year for two years running by New Private Markets.[[1]]
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 Investments 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) 2024 Winner
Launch of the iCI Voluntary Carbon Markets Guidance – co-led by Bregal
Pre-investment, the Responsible Investment team works alongside the deal teams to apply screening criteria and evaluate responsible and sustainable investment risks and opportunities. Leveraging data analytics and third-party experts, they assess the value creation potential ahead of the final Investment Committee, documented in the final 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.
Resources and Tools to Support Companies
Manage and strengthen cybersecurity, data privacy, and responsible AI governance and practices.
Resources and Tools to Support Companies
Enhance talent development, workforce well-being and satisfaction, and inclusive cultures to build resilient, productive, and motivated teams.
Resources and Tools to Support Companies
Manage the climate and nature risks in the portfolio, including mitigating carbon impacts and reducing emissions in line with the Paris Agreement.
Resources and Tools to Support Companies
Our team actively incorporates the company’s sustainability improvements and best practices achieved during the holding period to maximize value. As relevant, sell-side diligence may be undertaken where we have identified clear and significant value from sustainability initiatives or when sustainability is intrinsic to the product or service and business model of the company.
We apply an initial screening process guided by a set of exclusionary criteria and a principle 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, process and procedures and thematic areas including: human rights, climate change, inclusive employee engagement, cyber security and data privacy, and promotion of good governance practices.[[2]]
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 into Investment Committee memos.
Following diligence, we provide new GPs with onboarding materials outlining BPEP’s 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, providing them with a score between 0-100% and grouping them into the scoring methodology described above.
On an annual basis, the team engages with participating GPs to discuss data collection & scorecard results to support GPs in advancing their ESG strategies.
