Yan Auerbach

IT Manager - Americas

Prior to joining Bregal, Yan Auerbach worked as a Systems Administrator for Bessemer Venture Partners, where he made the firm’s business possible by spearheading its information technology initiatives. At Bessemer, he was exposed to innovative technologies while implementing and supporting a state-of-the-art computer network.

He was in the board room during early stage company pitches from Linkedin, Pinterest, Twilio, Box.net and many more. This experience gave Yan crucial visibility into startup companies and how they emerge in the marketplace, which translated directly to his pioneering entrepreneurship with his own startup SpeechTrans. 

At Bregal, Yan is the liaison between the companies business and IT needs. His job is to make sure that technology is being implemented in a way which is beneficial to the organization and it's growth strategy.

Jhames Belardo

Accounts Payable

Jhames joined Bregal in May 2019.

Prior to joining Bregal Investments Jhames worked for a number of years in the Finance Sector for brands such as Jimmy Choo, Nicole Farhi and more recently Jack Wills Ltd all in an Accounts Payable capacity.

Jhames is currently studying AAT in Accounting and Finance.

Alison Bishton

Executive Assistant

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Steven Black

Co-CEO

Steven Black joined Bregal Investments in September 2012. Steve was elected to NASDAQ OMX’s board of directors in December 2011.
 
Steve was the Vice Chairman of J.P. Morgan Chase & Co. from March 2010 through February 2011 and a member of the firm’s Operating and Executive committees. Prior to that position, Steve was the Executive Chairman of J.P. Morgan Investment Bank from October 2009 through March 2010. He also served as a Co-Chief Executive Officer of J.P. Morgan Investment Bank from 2004 through 2009. Steve was the Deputy Co-Chief Executive Officer of J.P. Morgan Investment Bank since 2003 and also served as head of J. P. Morgan Investment Bank’s Global Equities business since 2000, following a career with Citigroup and its predecessor firms.
 
Steve serves as a member on the investment committees of Bregal Freshstream, Bregal Unternehmerkapital, Bregal Milestone, Bregal Capital, Bregal Sagemount, Bregal Partners, Bregal Energy, Bregal Private Equity Partners, Ranch Capital Investment, Birchill Exploration and Centre Bregal Partners.
 
He is a 1974 graduate of Duke University and has served on the New York Development Council.

Matteo Bozzo

Director

Matteo is a Director at Bregal Milestone. Prior to joining the firm, Matteo was a Director at Kohlberg Kravis Roberts & Co., where he spent more than 8 years originating and executing transactions for the KKR European Private Equity, Special Situations and Private Debt teams. He acted as a Board Director for portfolio companies in Italy, France and the Netherlands, and played a leading role in the setup of Pillarstone, a platform to support Italian and Greek companies through a strategic partnership with local banks.

Matteo began his career at Morgan Stanley in London, where he was involved in a variety of mergers, acquisitions and capital markets transactions. He holds a M.Sc. from the Ecole des Hautes Etudes Commerciales (HEC Paris) in France and from HEC Lausanne in Switzerland.

Nicolas Brenninkmeijer

Associate

Before joining Freshstream as an intern, Nicolas worked as an analyst at JP Morgan for two years.

Nicolas received a BSc (Hons) Management (Account & Finance) from the University of Manchester and a MSc (Hons) in Economics and Strategy from Imperial College London. 

Tatjana Brenninkmeijer

Associate

Ms. Brenninkmeijer joined Bregal in September 2017.

Tatjana graduated from the University of Cambridge in 2016 where she obtained a B.A. in Land Economy (Law, Economics and Geography).

 

Wolter Brenninkmeijer

Non-Executive Chairman

Mr. Brenninkmeijer assumed the role of non-executive Chairman of Bregal Investments in October 2013. 
 
Mr. Brenninkmeijer has been with the COFRA  group for the past  25 years. From 1991 to 2000, he held various commercial and store operating positions with the European clothing retailer C&A in France and Belgium, culminating in 1997 as the Executive Board member responsible for all European stores. He then joined Redevco, COFRA’s Real Estate Organization, managing a start-up till 2002. In 2003 he joined Bregal Investments. In Bregal he has subsequently worked in BPEP, its fund investment arm between 2003 and 2009, has restructured portfolio holdings and served in Investment Committees between 2010 and 2014, becoming Chairman in late 2013. Mr. Brenninkmeijer also serves as the Chairman of Redevco from April 2013  till April 2018 and is a member of the Cofra Executive Board since Jan 2015.

Mr. Brenninkmeijer holds an MA of Oxford University studying Politics, Philosophy and Economics at Pembroke College; subsequently he obtained an MBA from IMD, Lausanne.

William Breskman

Associate

William Breskman is an Associate at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, he was an investment banking analyst in the Mergers & Acquisitions Group at Peter J Solomon Company. William graduated magna cum laude from the University of Pennsylvania with a BA in Economics. 

Email: william.breskman@sagemount.com 
Office: 212-704-3006

 

 

 

Giselle Bright

Partner

Mrs. Bright joined Bregal in 2012 from PPM Managers, where she was an Associate Director involved in fund and direct investments in Europe and Emerging Markets. Before that, she worked at Deloitte LLP for 6 years in the corporate finance and private equity funds group.

Mrs. Bright grew up in Portugal and received an Economics degree from Universidade Católica Portuguesa. She has completed her CFA Level I.

Jan Bruennler

Managing Partner

Jan is a Managing Partner of Bregal Milestone and a member of the firm’s investment committee. Prior to founding Bregal Milestone, Jan was a co-founding Partner at Makuria Investment Management, where he led investments in the equity and debt of European companies.

Before setting up Makuria, Jan originated and invested in European special situations at Och-Ziff Capital Management. Jan began his career in Goldman Sachs’ Investment Banking Division in London, where he executed complex M&A and leveraged finance transactions across Europe. He holds an M.A. in Finance from the University of St. Gallen (Switzerland).

Tobias Buhrke

Investment Manager

Tobias Buhrke is an Investment Manager at Bregal Unternehmerkapital.

Before joining Bregal, he worked as an Analyst in the Investment Banking Division at Goldman Sachs in Frankfurt.

Tobias holds a MSc in Management from the HHL Leipzig Graduate School of Management.

Nathan Campbell

Partner

Nathan Campbell is the Partner responsible for Bregal Energy. He has led investments in exploration & production, power, midstream and electric transmission sectors since joining Bregal Energy in 2010. Nathan currently serves on the boards of IMG Midstream, Birchill Canada, Inflection Energy, Champlin Wind and Atlantic Wind Connection.
 
Prior to joining Bregal Energy, Nathan worked for Macquarie Capital as an Associate Director in both New York and Sydney. During his six years at the firm, Nathan was involved in principal investments across a number of sectors including renewable energy, smart grid, energy distribution, semiconductors and transportation.  Previously, Nathan worked at Deutsche Bank AG and spent six years in the Aviation sector, where his responsibilities included the financial and operational management of an annual oil usage of approximately 40 million barrels.
 
An Australian citizen, Nathan holds a Masters in Applied Finance & Investment from the Financial Services Institute of Australasia and a Bachelor of Commerce from the Australian National University.

Francesco Canessa

Principal

Francesco is a Principal at Bregal Milestone. Prior to joining Bregal Milestone, he was an investment professional at Kildare Partners, a European private equity firm. Before Kildare Partners, Francesco was a member of the European Special Situations Group at Goldman Sachs, investing the proprietary capital of the firm into the debt and equity of European mid-market companies.

Francesco started his career in the private equity team at Partners Group. He holds a M.Sc. in Finance from Bocconi University.

Tom Carroll

Principal

Previously Tom was an Associate at Bregal Capital and prior to that started his career in investment banking at Bank of America Merrill Lynch.

Tom graduated from Imperial College London with a First Class MSci degree in Physics.

Gerald Castaldo

Senior Associate

Gerald Castaldo is a Senior Associate at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, he was an investment banking analyst in the Mergers & Acquisitions Group at Greenhill & Co. Gerald holds a BS in Finance and Accounting from the Leonard N. Stern School of Business at New York University.

Email: gerald.castaldo@sagemount.com 
Office: 212-704-5394

Li Ling Chang

Vice President - Portfolio Monitoring

Li Ling Chang joined Bregal in February 2010 as a financial analyst.

Prior to joining Bregal, Li Ling worked within the KPMG Corporate Restructuring team. Her work included providing advice on corporate transactions, capital structures, improvements to cash flow and investment appraisal.

Li Ling is a qualified Chartered Accountant and holds a BEng in Electrical Electronic Engineering from Imperial College, London.

Sebastian Charpentier

Associate

Sebastian is an Associate at Bregal Milestone. Prior to joining the firm, he was an Investment Banking Analyst at Houlihan Lokey, where he advised companies and executed a variety of transactions in the Data & Analytics M&A team.  Sebastian was a U-18 Swedish National Champion in Ice Hockey.

Sebastian holds a B.Sc. in Politics from University of Bristol and an MA in International Political Economy from King's College London. 
 

Sofia Christodoulou

Fund Accountant

Sofia joined Bregal in April 2019.

Prior to joining Bregal, she worked for IQEQ (Formerly known as Augentius), a private equity and real estate administrator. During her time at IQEQ, she gained experience working on a different Fund structures. She is currently in her final stages of her ACCA qualification..

Sofia holds a B.Sc. in Public and Business Administration from the University of Cyprus

 

Sarah Claypool

Director

Ms. Claypool joined Bregal in 2011 from HarbourVest, where she was an Associate involved in a variety of private equity fund investments. Before that, she was an Investment Banking Analyst in the Consumer & Retail Corporate Finance Group at Wachovia Securities.

Ms. Claypool graduated cum laude from Washington & Lee University with a BA in Economics and Theatre.

George Couto

Vice President

George Couto is a Vice President of Bregal Partners with an investment focus targeting business services, consumer & multi-unit, and food & beverage industries.

His current portfolio companies include TDBBS and American Seafoods Partners. He has previously served as a director of American Gilsonite and PayChoice.

Prior to joining Bregal Partners, Mr. Couto was an investment professional at Pritzker Private Capital and Palladium Equity Partners where he focused on business services, consumer, and industrial sectors. Prior to joining Palladium Equity Partners, Mr. Couto was an Associate at Great Hill Partners, a Boston-based private equity firm that has raised and managed $5.3 billion of capital. Mr. Couto started his career at J.P. Morgan as an investment banking analyst.

Mr. Couto received his M.B.A. from Harvard Business School and received his M.Eng. and B.Eng. in Engineering from Stevens Institute of Technology.

Email: george.couto@bregalpartners.com
Office: (212) 704-3056

 

Graham Cox

Finance Director - Europe

Graham joined Bregal in May 2016 as the European Finance Director.
 
Prior to joining Bregal, Graham spent 16 years at Parallel Private Equity where he was the Finance Partner and was responsible for all finance and operational matters.  Graham has also spent 10 years at KPMG in London where he qualified as a Chartered Accountant and specialized in the financial sector.
 
Graham graduated from Oxford University with a BA in Chemistry.

Dwight Cupit

Chief Financial Officer

Dwight Cupit is the CFO of Bregal and oversees all aspects of finance and operations of the firm. 

Dwight has a long association with the Bregal group, formerly being the CFO of Bregal Capital from 2010 to 2015 and previously the CFO of Englefield Capital, which was acquired by Bregal in 2010. Dwight joined Englefield at its inception in 2002, holding its first close in 2003 with Bregal Investments as a major limited partner in its Funds I and II. Before joining Englefield, Dwight was the Finance Director of eVolution Global Partners, a start-up venture capital firm sponsored by Kleiner Perkins, Texas Pacific Group and Bain & Co. Dwight started his career at Arthur Andersen working in the Melbourne, San Francisco and the London offices.
 
Dwight is a Chartered Accountant in both the UK and Australia and graduated from Monash University in Melbourne, Australia, with a Bachelor in Economics.

Steffen David

Senior Advisor

Steffen is a Senrio Advisor of Bregal Milestone.  Steffen works with our portfolio companies on high performance initiatives to create value.  These include growth strategy, digitalization, performance improvement, salesforce effectiveness, pricing optimization, and merger integration.  Prior to joining Bregal Milestone, Steffen was a successful entrepreneur founding and exiting several businesses in various industries ranging from renewable energy to e-commerce.

Steffen began his career as a Management Consulting with McKinsey & Company working in the Munich and Tokyo offices.  He led projects for multinational clients with a focus on strategy development,  development of business “turn around” and growth programs as well as operational improvement.  Steffen holds a PhD (Dr. rer. oec.) from University Duisburg-Essen, and a Masters in Industrial Engineering and Management from University of Karlsruhe (TH).  He is an alumnus of Fulbright and Studienstiftung des Deutschen Volkes.

Victor Davies

Senior IT Manager

Victor Davies joined Bregal in 2010 as the Senior IT Manager for the European offices and oversees the firm's global IT infrastructure.

Prior to joining Bregal, Victor spent over 10 years as the IT Manager for Atlas Venture LLP's European offices, based in London, Munich and Paris, where he was responsible for setting up and maintaining the IT infrastructure for all the European offices.

Victor has MSc from Middlesex University in Telecommunications and Computing.

 

Rayhan Davis

Chief Investment Officer

Rayhan is the Chief Investment Officer of the firm. 

Previously, Rayhan was a Managing Director and a member of the founding team of TowerBrook, being part of TowerBrook's spin-out from Soros Private Equity Partners, which he joined in 2004. Prior to TowerBrook, Rayhan worked at Merrill Lynch and Goldman Sachs.

Rayhan graduated from Oxford University with a First Class Masters degree in Chemistry, coming top of his department in his final year.

Emmanuel de Croÿ

Senior Associate

Emmanuel is a Senior Associate at Bregal Milestone. Prior to joining the firm, he was an Investment Banking Analyst at Evercore, where he advised companies and executed a variety of transactions in the Mergers & Acquisitions and Healthcare teams.

Emmanuel holds a double M.Sc. in Management and CEMS degree from the London School of Economics and a B.Sc. in Business Engineering from the Université Saint-Louis in Brussels.

Lodewijk de Graauw

Head of Portfolio Operations

Lodewijk de Graauw is Head of Portfolio Operations for the firm.

Previously, Lodewijk was a partner at Bain & Company, where he led the European turn-around practice.

He also worked in India (Delhi) and Australia (Perth), where he was a founding member of both offices.

Prior to, and during his time at Bain, Lodewijk was an entrepreneur, having owned and operated several start-up companies.

Lodewijk graduated from Tilburg University with two Masters’ degrees (cum laude) in Economics and Computer science, and earned his M.B.A. with distinction from INSEAD.

Alvar de Wolff

Managing Director - Head of ESG & Responsible Investing

Alvar joined Bregal in December 2016 as Director - Corporate and Social Responsibility.
 
Prior to joining Bregal, Alvar spent 10 years in private equity working for AAC Capital, a mid-market buyout fund focused on the Benelux region. He was an Investment Director responsible for managing several investments as well as leading the corporate social responsibility and ESG activities. Prior he gained M&A and private equity experience at M&A boutique Sequoia in London.  
 
Alvar was a member of the Responsible Investment committee of the Dutch Venture Capital Association (NVP). He holds a Master in Economics from the University of Groningen, the Netherlands.

Kevin Deemer

Vice President

Kevin Deemer is a Vice President of Bregal Partners.

Prior to joining Bregal Partners, Mr. Deemer was an Associate Consultant with L.E.K. Consulting. During his tenure, Mr. Deemer was involved in fifteen consulting engagements where he advised U.S. and international clients on strategy, operations, and M&A due diligence. His experience ranges across the healthcare, retail and consumer, and basic industrials sectors.

Mr. Deemer holds a B.A. in Economics and a B.A. in Technology Management from Brown University.

Email: kevin.deemer@bregalpartners.com
Office: (212) 704-5364

Rhianna Dowdeswell

Legal Counsel

Rhianna has worked as legal counsel for Bregal – Europe since March 2019.

Prior to joining Bregal, Rhianna trained and qualified as a solicitor of the Senior Courts of England & Wales at Herbert Smith Freehills LLP, the last 6 months of which she spent on secondment in Singapore in the firm’s international M&A team.  Following qualification, Rhianna became an associate in Goodwin’s Private Equity team, and spent 10 months on secondment at Bregal prior to becoming a permanent employee. 

Rhianna graduated from Oxford University with a degree in Jurisprudence and completed the LPC at BPP University Law School in Holborn.

Daniel Eatroff

Associate

Daniel Eatroff

Associate

Dan Eatroff is an Associate at Bregal Sagemount, where he is responsible for originating and executing investments in the software, healthcare, financial technology, and business/consumer services sectors. He began his career at Morgan Stanley, executing M&A and capital markets transactions within the Financial Sponsors and Industrials groups. Dan received his BSBA in Finance and Operations with honors from Georgetown University.

Email: daniel.eatroff@sagemount.com
Office: 212-704-5370

Cameron Eskandari

Senior Associate

Cameron Eskandari is a Senior Associate at Bregal Sagemount responsible for originating investment opportunities in the technology-enabled services, software, financial technology, and healthcare sectors. Previously, he was an investment banking associate at Clear Growth Capital where he was focused primarily on arranging debt and equity financings for growth stage businesses. Before that, Cameron was analyst with J.P. Morgan Asset Management serving ultra-high-net worth and endowment and foundation clients. Cameron graduated with a BS in Economics with honors from the W.P. Carey School of Business at Arizona State University.

Email: cameron.eskandari@sagemount.com 
Office: 212-704-5374

Lucy Evans

Senior Fund Accountant

Lucy joined Bregal in April 2015 as a Fund Accountant. 

Prior to joining Bregal, she worked within the Private Equity team at Langham Hall, a fund administration company, where she qualified as a Chartered Global Management Accountant.

Lucy holds a BSc in Biology from the University of Leeds.

Samer Ezzeddine

Managing Director

Samer Ezzeddine is a Managing Director of Bregal Partners with an investment focus primarily targeting the consumer & multi-unit and food & beverage industries.

He currently serves on the boards of Arcus Hunting Group, TDBBS, United Sports Brands, US Community Behavioral, Ju-Ju-Be, and Colford Capital. He has previously served as a director of Earth Fare and Merrick / Castor & Pollux.

Prior to joining Bregal Partners, Mr. Ezzeddine served as a Principal of Monitor Clipper Partners in Boston. During his 12 year tenure there, Mr. Ezzeddine was involved in the investment of approximately $400 million of equity capital.

Mr. Ezzeddine holds a B.A. in economics and international relations from Tufts University, summa cum laude, and was a Fulbright Scholar.

Email: samer.ezzeddine@bregalpartners.com
Office: (212) 704-5369

Jan Faber

Managing Partner

Mr. Faber joined Bregal in 2004 from Henderson Private Capital, the private equity division of Henderson Global Investors, where he was the head of the global private equity fund of funds business since 2000.

Prior to joining Henderson, Mr. Faber was a private equity specialist for the International Finance Corporation (IFC) in Washington D.C. and was involved in managing a US$1 billion emerging markets private equity fund of funds program. Before IFC, Mr. Faber was a senior investment officer for FMO in the Netherlands where he co-founded the private equity group which was involved in direct and fund investments. Mr. Faber began his career as investment manager for Credit Lyonnais in their International Capital Markets Group.

Mr. Faber has a Masters in Management Science and Industrial Engineering from the University of Technology in Eindhoven.

Reza Fardad

Venture Partner

Reza is a Partner of Clavis Advisors, a corporate finance advisory boutique which he co-founded in 2010. Prior to Clavis, Reza worked at Silver Point Capital where he was involved in a number of distressed debt and private equity investments. He began his career in investment banking at Citigroup working on mergers and acquisitions in the energy and chemical sectors and subsequently moved to Corporate Structured Finance.

Reza received an MSc in Finance and Economics from the LSE where he also achieved a First Class BSc in Economics.

Ronald Fishman

Tax Director - Americas

Ronald Fishman joined Bregal in 2012 as Senior Tax Manager and is responsible for tax planning, compliance and reporting for North American investment activity. 

Prior to joining Bregal he was a Vice President and Senior Tax Manager at COFRA North America, where he was involved with tax planning and compliance for its private equity, real estate and retail business activities. Previously, he has held Tax Director positions at Paramount Group Inc., as well as Devon Properties, Inc., and was formerly a Tax Manager at Price Waterhouse.

Mr. Fishman received a B.A. in Business Administration from Rutgers University, and a MST (Masters of Science in Taxation) from Seton Hall University. He is also a Certified Public Accountant.

Raluca Florea

Vice President

In her role as a Vice President, Raluca Florea focuses on the evaluation, execution and post-transaction value creation in companies Bregal Energy has invested in across the energy sector - exploration and production, power generation, renewables and midstream. Raluca is a key member of the team supervising operations for investments.   
 
Prior to joining Bregal Investments, Raluca worked at McKinsey & Company where she advised clients in Europe and the Middle East across the energy and telecommunications sectors. Her work to re-define strategy and improve operations contributed to EBITDA impact of multiple USD millions for each of the clients she advised. Previously, Raluca spent three years at Procter & Gamble, designing and implementing the financial strategy of 12 brands in nine different geographies, including portfolio optimization and product launches into new markets. Her corporate finance work helped secure the market-leader position of the brands under her oversight.
 
Raluca has a B.S. in International Business from the Academy of Economic Studies in Bucharest, where she grew up. She also holds an M.B.A from Harvard Business School.

Chuck Flynn

Managing Partner

Mr. Flynn joined Bregal in 2004 from Deutsche Asset Management, the asset management arm of Deutsche Bank, a leading global financial service provider, where he was Global Head of the Private Equity Funds Group. Prior to joining Deutsche Bank, Mr. Flynn worked at the AXA Group, a worldwide leader in financial protection and wealth management, where he founded and managed its €1 billion global private equity fund of funds business.

His investment experience also includes developing investment fund joint ventures for Den norske Bank, Norway's largest financial services firm, arbitrage investing for First City Financial, and leveraged buyout work for Kelso & Company in New York. Before entering the investment field, Mr. Flynn worked as a management consultant for Bain & Company.

Mr. Flynn received a BS in Business Management from the University of California at Berkeley, graduating Phi Beta Kappa. He received an MBA from Stanford University, where he was an Arjay Miller Scholar. He is a Certified Public Accountant.

David Franke

Senior Investment Manager

David Franke is an Investment Manager at Bregal Unternehmerkapital. 

Before joining Bregal, he was an Analyst for Lazard in Frankfurt. 

David has an MSc from the London School of Economics and a BSc from the Catholic University of Eichstätt-Ingolstadt. 

Philipp Freyschlag

Director

Philipp Freyschlag is a Director at Bregal Unternehmerkapital.

Before joining Bregal, he was a partner at VTC Industriebeteiligungen in Munich.

Philipp holds a degree in Business Administration with a focus on Finance & Capital Markets from the University of St. Gallen (HSG).

Adam Fuller

Partner

Adam Fuller is a Partner and Co-founder at Bregal Sagemount. He is responsible for originating and leading investments in high-growth businesses in the software, business services, and healthcare sectors. Adam led Sagemount’s investments in MicroEdge (acquired by Blackbaud), Keg Logistics, MOBI, Enprecis, and Vital Insights. Prior to Bregal Sagemount, Adam spent five years as a member of the growth equity team at Goldman, Sachs & Co.’s Merchant Banking Division. Adam has led investments in many successful growth companies, including Cyber-Ark (NASDAQ:CYBR), AppSense (acquired by LANDesk), American Traffic Solutions, and Imaging Advantage. Adam was also a Board Observer at Nimsoft (acquired by CA, Inc.) and CambridgeSoft (acquired by PerkinElmer). Prior to Goldman Sachs, Adam was an Associate at Arbor Advisors, an investment bank focused on mergers & acquisitions advisory services for technology companies. Adam received a BA in Economics from Stanford University. Adam lives in Manhattan, New York with his wife, Charlotte, and two daughters, Claire and Margaux.

Email: adam.fuller@sagemount.com 
Office: 212-704-5381

AJ Getter

Analyst

AJ Getter is an Analyst at Bregal Partners.

Prior to joining Bregal Partners, Mr. Getter was a Summer Analyst with Wells Fargo’s Mergers and Acquisitions group, performing valuation analysis across multiple industries.

Mr. Getter graduated with distinction from the University of Virginia’s McIntire School of Commerce concentrating in Quantitative Finance.

Email: aj.getter@bregalpartners.com
Office: (212) 704-3067
 

Alexandra Golling

Investment Manager

Alexandra Golling is an Investment Manager at Bregal Unternehmerkapital. Before joining Bregal, she was an Investment Professional at Deutsche Private Equity. Other past employers include Morgan Stanley and Oakley Capital. She holds a Bachelor in Economics from the University of Mannheim as well as a Master in International Finance from HEC Paris.

Gilles Gradassi

Principal

Previously Gilles worked as an Associate at Bregal Capital for two years. Prior to that, Gilles was at Credit Suisse in the European M&A and Industrial/Energy teams.

Gilles received an MSc in Industrial Engineering from EcoleCentrale Paris.

Blair Greenberg

Partner

Blair Greenberg is a Partner at Bregal Sagemount. Prior to Bregal Sagemount, Blair was a Vice President at Technology Crossover Ventures where he focused on investing in technology and financial services companies. Prior to TCV, Blair worked for UBS Investment Bank in the Financial Institutions Group. At UBS, Blair focused on mergers & acquisitions and capital raising transactions for financial technology, asset management, and specialty finance companies. Blair received a BS in Business Administration with a concentration in Finance from the Kelley School of Business at Indiana University, graduating with High Distinction, and an MBA with concentrations in Finance, Management & Strategy, and Marketing from the Kellogg School of Management at Northwestern University.

Email: blair.greenberg@sagemount.com 
Office: 212-704-5386

John Hales

Principal

John is a Principal at Bregal Milestone. Before joining the firm, he was an investment professional with Macquarie’s Principal Finance team, the proprietary investing arm of the bank, investing debt and equity in special situations across Europe. Prior to this, he was an investment consultant to Generation Investment and Denham Capital, two growth private equity firms.

John holds two masters degrees from Oxford University, where he attended as a Rhodes Scholar, including an MBA from the Saïd Business School. He graduated summa cum laude from his B.Sc in Finance at the University of Cape Town.

Carina Harrison

Director

Mrs. Harrison joined Bregal in 2010 from Ernst and Young, where she worked for 5 years in the Corporate Restructuring department. During this time, Mrs. Harrison worked with a number of financially distressed businesses across a diverse range of sectors. Her work involved assessing the financial strength and prospects of companies and trading businesses that were in administration, which involved managing these businesses through an accelerated sales process or towards winding-up.

Mrs. Harrison is a Chartered Accountant and has a BSc (Hons) in Accounting and Finance from the University of Bristol.

John Paul Heffernan

Financial Controller

John Paul joined Bregal in February 2018 as a Financial Controller.

Prior to joining Bregal, John Paul worked for an emerging markets focused asset manager.

John Paul is a Chartered Accountant. He qualified with KPMG and worked in their Private Equity Group before moving to EY. 

Jaskaran Heir

Senior Associate

Jaskaran Heir is a Senior Associate at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, Jaskaran was an associate at CIVC Partners focusing on business services investments. Before CIVC, Jaskaran was an investment banking analyst at Moelis & Company where he focused primarily on mergers and acquisitions. Jaskaran holds a BS in Economics from the Wharton School at the University of Pennsylvania.

Email: jaskaran.heir@sagemount.com 
Office: 212-704-5385

Norbert Heller

Senior Investment Manager

Norbert Heller is a Senior Investment Manager at Bregal Unternehmerkapital. 

Before joining Bregal, he was an Investment Manager at Quadriga Capital and a Senior Consultant at The Boston Consulting Group. 

Norbert studied Business Administration at the European Business School (EBS) in Oestrich-Winkel and holds a Bachelor of Science degree. He also has an MSc in Financial Economics from the Saïd Business School at the University of Oxford. 

Rob Hetherington

Operating Partner

Rob leads Milestone Performance Partners, the portfolio optimisation capability in Bregal Milestone. He is an investor in Bregal Milestone and has previously acted as a Senior Advisor to the firm and as a Board Advisor to Basware, one of the firm’s portfolio companies.

Rob has over 25 years’ experience in international leadership roles in some of the foremost software and services businesses in the world. He has significant experience of advising and working with C-level executives, of selling industry vertical and enterprise software, and of selling and delivering large scale, complex business and technology change programmes in a variety of industries.

Immediately before joining Bregal Milestone full time, he was a Senior Vice President at  Blue Prism, the market-leading and fast growing (80+ % yoy)  robotics/AI software business where he led its Financial Services business (c.60% of the firm’s revenues). Prior to this, Rob was a Global Vice President at SAP, the largest European software business, where he led the company’s  €2 billion pa global Financial Services business for several years and was responsible for the activities of 2000+ professionals across software sales, marketing, services and support. He refocused the business to take advantage of new disruptive technologies (e.g. AI, Blockchain, IoT etc.) and to position SAP as an innovation leader and a key digital transformation enabler in the global Financial Services industry. Results under his tenure were the strongest on record – double digit licence growth (including 50% + cloud growth) in his final year in role. Prior to joining SAP, Rob had a 20 year consulting career. He was a Senior Managing Director at Accenture and Cap Gemini, and led significant consulting businesses  (€ 300-500m pa) for these firms across Europe and internationally with business management, client relationship development and client delivery responsibilities.

Rob has a variety of external and charitable interests in the UK and in Africa. He has an MBA from London Business School and a B Comm undergraduate degree.

Felix Heurich

Investment Manager

Felix Heurich is an Investment Manager at Bregal Unternehmerkapital.

Previously he was a Fellow Senior Associate at McKinsey & Co. in Frankfurt.

He holds a Bachelor of Business Administration (University of Mannheim), a Master in International Finance (HEC Paris) and an MBA from the University of Chicago Booth School of Business.

Patrick Höflinger

Investment Manager

Patrick Höflinger is an Investment Manager at Bregal Unternehmerkapital.

Previously he was in the research team at Bregal and worked at Google.

He has a Diploma degree from the Technical University of Munich (TUM) and also studied at the University of St. Gallen (HSG) and HEC Paris.

Patrick Hofmann

Director

Patrick Hofmann is a Director at Bregal Unternehmerkapital. 

Before joining Bregal, he served as an Investment Director for AFINUM in Munich. Other past employers include Goldman Sachs, Vestar Capital Partners and Deutsche Bank. 

A trained banker, Patrick has an MA in Accounting and Finance and a BA in Business Administration from the University of St. Gallen (HSG).

Irmo Holslag

Director

Irmo is a Director of the firm. 

Previously he was an entrepreneur and business owner, having owned and operated a health food restaurant business based in New York. Prior to that, Irmo was a Principal at TowerBrook where he worked from 2008 to 2013. Prior to TowerBrook, Irmo worked at JP Morgan.

Irmo received his MSc in Business Economics (cum laude) from the University of Amsterdam.

Michael Janes

Senior Associate

Michael Janes is an Associate of Bregal Partners.

Prior to joining Bregal Partners, Mr. Janes was an Analyst with Citigroup’s Financial Sponsors team. During his time at Citigroup, Mr. Janes advised sponsors in identifying, structuring, and financing Leveraged Buyouts in addition to evaluating strategic alternatives for their portfolio companies.

Mr. Janes graduated from the University of Notre Dame with a B.B.A. in Finance, magna cum laude.

Email: michael.janes@bregalpartners.com
Office: (212) 704-3004

Nick Jones

Tax Manager - Europe

Nick joined Bregal in March 2015 as the European Tax Manager.  
 
Prior to joining Bregal, Nick spent 10 years working for PricewaterhouseCoopers LLP in their asset management tax practice where he advised on fund and management group structures, as well as specialising in fund tax reporting.
 
Nick is a Chartered Accountant and holds a BSc in Mathematics and Physics from Durham University.

Katey Kalvelage

Director - Ecommerce

Katey Kalvelage is a Director of Ecommerce at Bregal Partners, focusing on the ecommerce business of consumer retail brands.

Prior to joining Bregal Partners, Ms. Kalvelage served as a Senior Digital Consultant for companies in a variety of industries, including cosmetics, jewelry, home furnishings and auto parts. Prior to this, Ms. Kalvelage managed the ecommerce business for several brands in the luxury and apparel industries.

Ms. Kalvelage holds a B.S. in Textile and Apparel Management from the University of Missouri – Columbia.

Email: katey.kalvelage@bregalpartners.com
Office: 

Sascha Kaumann

Director

Sascha Kaumann is a Director at Bregal Unternehmerkapital. 

Prior to joining Bregal, he was an Associate Director at HgCapital in Munich, an Associate at Goldman Sachs in Frankfurt and a Manager at Barclays Capital in London and New York. 

Sascha has an MSc from WHU – Otto Beisheim School of Management in Koblenz and an MBA from the University of Deusto in Bilbao. He also holds the designation of Chartered Financial Analyst (CFA) from the CFA Institute in New York. 

Thomas Kearney

Managing Director

Thomas Kearney is a Managing Director of Bregal Partners with an investment focus primarily targeting business and information services, marketing and consumer services, and healthcare.

Mr. Kearney currently helps oversee the firm’s investment in Embassy Management, LLC.

Prior to joining Bregal Partners, Mr. Kearney was a Partner at Wicks Capital Partners, where he originated and led investments in the information and technology-enabled services, healthcare and education industries. During his 14-year tenure at Wicks, Mr. Kearney led and/or participated in the investment of more than $500 million in equity capital.

Mr. Kearney is an active member of the community, having sat on several boards of directors of elementary schools in New York City. Mr. Kearney holds an A.B., magna cum laude, in Economics and English from Georgetown University.

Email: thomas.kearney@bregalpartners.com
Office: (212) 704-3059

Sarah Kehoe

Financial Accountant

Sarah joined Bregal Investments in March 2018 as a Corporate Accountant.

Prior to joining Bregal, she trained at Dixon Wilson and qualified as a Chartered Accountant.

Sarah holds a BA (Hons) in Classics from King’s College London.

Zuzana Klimackova

Finance Director - Europe (Funds)

Zuzana joined the Bregal group in 2013 as a Financial Controller.

She was previously a Manager of Finance at Hermes GPE and started her career at Augentius Fund Administration.

Zuzana holds a Masters degree in Accounting and Audit from University of Economics in Bratislava. She is Member of the Association of Chartered Certified Accountants.

 

John Kopec

Vice President

Mr. Kopec joined Bregal in 2016 from AlpInvest, part of The Carlyle Group, where he was an Associate involved in a variety of secondary private equity investments.  Before that, he was an Investment Banking Analyst in the Natural Resources Group at J.P. Morgan.
 
Mr. Kopec graduated from the Wharton School, University of Pennsylvania, with a BS in Economics, concentration in Finance.

Michael Kosty

Partner

Michael Kosty is a Partner at Bregal Sagemount, where he is focused on originating and underwriting investments in the software, digital infrastructure, financial technology, business services, and consumer services sectors. Previously, Michael worked as an investment professional in Goldman, Sachs & Co.’s Americas Special Situations Group. Michael received a BSBA in Finance and Accounting with honors from Georgetown University.

Email: michael.kosty@sagemount.com 
Office: 212-704-5380

Suveer Kothari

Senior Advisor, Technology

As Vice President, Google Hardware team, Suveer manages business operations & launches for Google’s home products (Chromecast, Google Home, Google Wifi) and strategic partnerships with content providers and app developers across Google’s hardware products.

Suveer previously drove commercial efforts and internationalization for products like Google TV and Display & Video ads. Suveer also worked on the early YouTube monetization plan for Europe and led the YouTube and Display ads sales team across various markets in EMEA.

Prior to Google, Suveer worked as a strategy consultant with Booz and Co. He holds a first class degree in Economics and Management from Oxford, and an MBA from the Kellogg School of Management.

Matt Koven

Principal

Matt Koven is a Principal at Bregal Sagemount. He is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, Matt was an Associate at Welsh, Carson, Anderson & Stowe focusing on business services and healthcare investments. Before Welsh Carson, Matt was an investment banking analyst in the financial sponsors group at Morgan Stanley. Matt holds a BA in Economics from Williams College.

Email: matt.koven@sagemount.com 
Office: 212-704-5384

Paul Kushner

Associate

Paul Kushner is an Analyst at Bregal Partners.

Prior to joining Bregal Partners, Mr. Kushner was a Summer Analyst at PGIM Real Estate working in both transactions and asset management divisions. Mr. Kushner also previously interned with Mercer, a subsidiary of Marsh & McLennan.

Mr. Kushner holds a B.A. in Economics with Highest Honors and a B.A. in Mathematics from the University of North Carolina at Chapel Hill where he was a Carolina Scholar and Honors Laureate.

Email: paul.kushner@bregalpartners.com
Office: (212) 704-3007

Ian Kwok

Principal

Ian is a Principal at Bregal Milestone.  He brings significant operating and technology sector experience to the management teams.  Prior to joining Bregal Milestone, Ian was a Vice President at Insight Partners, where he focused on partnering with Insight's portfolio companies to scale effective go-to-market teams through the application of proven and repeatable best practices.  Prior to Insight, Ian led Sales Strategy and Operations at ZocDocs (a healthcare startup in New York) and was also an entrepreneur, having owned and operated an automotive dealership group and successfully sold the business to Lithia Motors (NYSE: LAD) in 2014.  Ian started his career at Centerview Partners executing large-cap and complex M&A transactions.   

Ian received his MBA from the Wharton School at the University of Pennsylvania and his BA honors from Pomona College.  Originally from Hong Kong, Ian also speaks Cantonese and Mandarin.   

Philippe Lautenberg

Managing Partner

Philippe is a Managing Partner of Bregal Milestone and a member of the firm’s investment committee. Prior to founding Bregal Milestone, Philippe was a co-founder and Head of the European middle market lending business at Credit Suisse, investing private capital in European growth companies using the firm’s proprietary capital.

Before setting up this business, Philippe was a senior member of Credit Suisse’s European Special Situations Group. Earlier in his career, Philippe co-founded and ran Circle Capital Partners, a renewable energy investment firm. Philippe began his career in investment banking at ABN Amro and Deutsche Bank. He holds a M.A. in Business Administration from HEC University of Lausanne (Switzerland) as well as an M.Sc. in Finance from the Universite Catholique de Louvain la Neuve (Belgium).

Derrick Lee

Analyst

Derrick Lee is an Analyst at Bregal Partners.

Prior to joining Bregal Partners, Mr. Lee was a Summer Associate with Strategy& (formerly Booz & Company) in the deals strategy practice, working on strategy consulting engagements focused on private equity due diligence and corporate growth strategy.

Mr. Lee holds a B.S. in Journalism and Economics from Northwestern University.

Email: derrick.lee@bregalpartners.com
Office: (212) 704-3048

 

CJ Lim

Vice President - Portfolio Monitoring

CJ Lim joined Bregal as a financial analyst in August 2008.
 
Prior to that, CJ worked at KPMG London where he managed KPMG's Financial, Risk and Data Modelling team within the Financial Services sector. During his time with KPMG, CJ trained as a Chartered Accountant and his work included advising clients on corporate transactions, providing solutions in business intelligence, investment appraisals and risk management primarily within the banking, insurance and investment management sectors.

CJ holds a BEng in Electrical Electronic Engineering from Imperial College, London.

David Lisewski

Director

David Lisewski is a Director at Bregal Unternehmerkapital. 

Before joining the company, he served as a Vice President at GIC (Government of Singapore Investment Corporation) in London, where his responsibilities included the development of the company’s European direct investment arm and global TMT sector. Other previous employers include General Atlantic in Düsseldorf and London, Lazard & Co. in Frankfurt and Deutsche Bank in Hamburg. 

A trained banker, David has degrees in European Business and Business Administration from Dublin City University Business School and the European School of Business. 

Jonathan Lo

Associate

Jonathan Lo is an Associate at Bregal Partners.

Prior to joining Bregal Partners, Mr. Lo was an Investment Banking Summer Analyst with Houlihan Lokey where he assisted with M&A engagements across the consumer retail and basic industrials sectors. Mr. Lo also previously completed internships at Shore Capital Partners and UBS AG.

Mr. Lo holds a B.A. in Economics from Northwestern University.

Email: jonathan.lo@bregalpartners.com
Office: (212) 704-5362

Emmanuel Logan-Moll

Director

Emmanuel is a Director at Bregal Milestone. Prior to joining the firm, Emmanuel was an Investment Director at Duke Street Private Equity where he executed a number of complex mid-market transactions across various sectors and acted as a Board Director for portfolio companies in the UK and France.

Emmanuel began his career as a strategy consultant, working for Oliver Wyman Financial Services in France and L.E.K. Consulting in the UK. He holds an MEng Electronic Engineering from the University of Warwick, PhD Optical Engineering from the University of Cambridge, and MBA from the College des Ingenieurs.

George Lu

Associate

George Lu is an Associate at Bregal Sagemount. He is responsible for originating and underwriting investments in the financial technology, software, healthcare, business services, and consumer services sectors. Previously, he was an investment professional at Partners Group across private equity and credit. George graduated magna cum laude from Northwestern University with a BA in Mathematics and also holds an MA in economics from Harvard University.

 

Michael Ma

Senior Associate

Michael Ma is a Senior Associate at Bregal Partners.

Prior to joining Bregal Partners, Mr. Ma was an Analyst with J.P. Morgan’s Mergers and Acquisitions team. During his time at J.P. Morgan, Mr. Ma worked across the real estate, technology, media, and energy sectors. His engagements included a range of valuation, M&A due diligence, and strategic topics.

Mr. Ma graduated from Miami University with a B.S. in Finance, magna cum laude.

Email: michael.ma@bregalpartners.com
Office: (212) 704-5366

Steve Mahedy

Operating Partner

Stephen Mahedy is an Operating Partner at Bregal Sagemount. Prior to joining Bregal Sagemount, Mr. Mahedy was a managing director with Benefit Street Credit Partners, a part of Providence Equity Partners. At Benefit Street, he focused on debt financing in the software, technology, internet, communication, and technology-enabled service sectors. Prior to joining Benefit Street in 2010, Mr. Mahedy established the high-yield and distressed business unit at MF Global. Previously, he served as a managing director in the technology, media and communication services group and sector head of global technology research at Bank of America Merrill Lynch. As a sell-side research analyst at Citigroup covering internet infrastructure and software, Mr. Mahedy received numerous Institutional Investor citations, including a top ranking in internet infrastructure (Ranked #1 by funds with assets of >$75 billion and ranked #1 by Greenwich Associates, Most Trusted Analyst). He has over 20 years experience originating, structuring, and managing private debt, venture debt, private equity, and public equity transactions. Mr. Mahedy received a Master of Science, Engineering from Columbia University and a Bachelor of Science, Engineering from the New Jersey Institute of Technology.

Email: steve.mahedy@sagemount.com
Office: 212-704-3032

Mauhriga Mahendirarajah

Trainee Fund Accountant

Mauhriga joined Bregal Investments as a Graduate Trainee Fund Accountant in 2019.

Mauhriga holds a BSc in Mathematics with Finance from the University of Southampton.

Raed Mahfouz

Financial Controller

Raed joined the Bregal fund accounting team in October 2017.

Prior to this he worked at the Deloitte London audit practice for 5 years, within their investment management and private equity team, where he qualified as a Chartered Accountant.

Clayton Main

Partner - Head of Credit

Clayton Main is the Head of Credit at Bregal Sagemount. Prior to this, Mr. Main spent 12 years at Goldman, Sachs & Co., where he was one of the founding team members of the Goldman Sachs Specialty Lending Group. As a Vice President for the Specialty Lending Group, he was responsible for originating, structuring, and managing senior debt, second lien debt, mezzanine debt, and equity investments in leveraged transactions on behalf of Goldman Sachs. Mr. Main led the group’s business development efforts in the Southwest US and was responsible for originations in the business services, financial technology, and software verticals. He graduated Magna Cum Laude, Honors in Business, with a BBA from Southern Methodist University.

Email: clayton.main@sagemount.com 
Office: 212-704-5372

 

Paul McGill

Director

Paul McGill is a Director of Bregal Partners.

Prior to joining Bregal Partners, Mr. McGill spent over seven years in the Energy Investment Banking group of Raymond James & Associates where he completed over 100 strategic transactions including public equity offerings, advisory engagements, and private securities assignments for a wide spectrum of energy industry clients, including oilfield services and equipment companies. Immediately prior to joining Bregal Partners, he held the title of Vice President.

Mr. McGill currently serves on the board of Aqua Terra Water Management LP.

Mr. McGill holds a B.B.A. with highest distinction in Finance from the University of Texas at Austin. Mr. McGill also holds an M.B.A. with distinction from the Tuck School of Business at Dartmouth, graduating as an Edward Tuck Scholar.

Email: paul.mcgill@bregalpartners.com
Office: (212) 704-5360

Adam McLain

Partner

Previously, Adam was the European General Counsel and a Managing Director at TowerBrook, where he worked from 2011 to 2015. Prior to TowerBrook, Adam worked at Sullivan & Cromwell for nine years.

Adam received his J.D. from the University of Pennsylvania Law School, where he finished first in his class, and his B.A. from Claremont McKenna College.

Arjun Mehta

Vice President

Arjun Mehta is a Vice President at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer service sectors. Previously, Arjun was an investment banking analyst in the financial sponsors group at Credit Suisse where he focused primarily on the arrangement of debt financing for leveraged buyouts and recapitalizations. Arjun holds a BSFS in International Political Economics from the School of Foreign Service at Georgetown University.

Email: arjun.mehta@sagemount.com 
Office: 212-704-5389

Lars Meier

Head of Business Development

Lars Meier is Head of Business Development at Bregal.

Previously, he worked at NORD/LB in Hamburg, Hanover and Shanghai as a department director.

He is a trained banker and graduated in banking management (Frankfurt School).

Matt Molnar

Associate

Matt Molnar is an Analyst at Bregal Partners.

Prior to joining Bregal Partners, Mr. Molnar was a Summer Analyst at Aquiline Capital Partners where he worked with the Financial Technology team. Mr. Molnar also previously completed an internship at ZAIS Group.

Mr. Molnar graduated from Georgetown University’s McDonough School of Business with a B.S.B.A. in Finance and Operations and Information Management.

Email: matt.molnar@bregalpartners.com
Office: (212) 704-3011

Laurent Müller

General Counsel

Laurent Müller is the General Counsel at Bregal Unternehmerkapital. 

Laurent has worked as a lawyer for the international law firms Clifford Chance and Latham & Watkins. 

He studied Law at the University of Munich (LMU) and the Panthéon-Assas University in Paris. Laurent is licenced to practice law in Germany and holds the title Maître en Droit in France.

Simon Munday

Technical Business Analyst

Simon joined Bregal Investments as a Technical Business Analyst in April 2019.

Prior to joining Bregal, Simon worked as a technical business analyst for a wealth management firm and previously spent 10.5 years at Augentius fund administrators as the Business Analyst team manager where he managed a team of analysts across 5 worldwide office locations.

Eloise Napier

Executive Assistant

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Jan-Daniel Neumann

Managing Director

Jan-Daniel Neumann is the Managing Director and an Investment Committee member at Bregal Unternehmerkapital. 

Before joining Bregal, he served as a Managing Director at Brockhaus Private Equity in Frankfurt, as a Principal at General Atlantic in London and Düsseldorf, as an Associate at Goldman Sachs in Frankfurt and as a Sales Associate at Shanghai East Gate Consulting in Shanghai. 

Jan-Daniel has a Diploma degree from WHU – Otto Beisheim School of Management in Koblenz, and his language skills include Mandarin Chinese. 

Paddy Nopany

Associate

Paddy Nopany is an Associate at Bregal Partners.

Prior to joining Bregal, Mr. Nopany spent a summer as an analyst at the Park Hill Group, a division of The Blackstone Group, working on secondary market transactions for illiquid financial assets.

Mr. Nopany graduated from the University of California, Berkeley with a BA in Economics. He also spent time in China as a Fulbright-Hays Scholar.

Email: paddy.nopany@bregalpartners.com
Office: (212) 704-5359

Paul Offei

Junior Finance Analyst

Paul is a Junior Finance Analyst at Bregal Investments in New York.

Prior to joining Bregal Investments, he worked at New York Life as a Reinsurance Operations Analyst. Previously, he was a Summer Analyst at RBC Capital Markets and also worked as an IT Risk Associate at KPMG.

Paul graduated cum laude with a B.S. degree in Business Management and Finance from State of New York Binghamton University.

Saachi Oza

Associate

Saachi is an Associate at Bregal Milestone. Prior to joining the company, she was an Investment Banking Analyst at J.P. Morgan, executing a wide variety of M&A and capital markets transactions across sectors in Europe, with a particular focus on the U.K. 

Saachi holds a B.Sc. in Economics from the London School of Economics

Sommie Ozuzu

Trainee Fund Accountant

Sommie joined Bregal Investments as a Graduate Trainee Fund Accountant in 2018.

Prior to joining Bregal, Sommie worked as a finance and data analyst at Patient, a digital healthcare platform. During her time at Patient, Sommie was responsible for undertaking data analytics and monitoring the progress of key performance indicator metrics. 

Sommie holds a BSc in Accounting and Finance (with honours) from the London School of Economics.

 

Connor Pams

Associate

Connor Pams is an Associate at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, he was an investment banking analyst in the Consumer Mergers & Acquisitions group at Rothschild & Co. Connor holds a BBA with High Distinction from the Ross School of Business at the University of Michigan.

Email: connor.pams@sagemount.com 
Office: 212-704-5396
 

Divyesh Patel

Finance Associate

Divyesh Patel joined Bregal as a Finance Associate in October 2016.

Previously, Divyesh was an investment banking analyst in the Principal Investments Group at Macquarie Capital, where he was responsible for originating, underwriting, and monitoring investments across a wide variety of industries.

Divyesh holds a BS in Finance and a BS in International Business from the Leonard N. Stern School of Business at New York University.

Scott Perekslis

Managing Partner

Scott Perekslis is a Managing Partner and co-founder of Bregal Partners. He has more than twenty five years of experience in the private equity industry and has worked closely with many public and private middle-market companies.

His investment focus is targeted primarily toward investments in the consumer, food & retail, and energy services industries, with a particular focus on seafood harvesting, processing, and marketing.

Mr. Perekslis has extensive corporate governance experience. He currently leads Bregal’s efforts with respect to, and serves on the boards of, American Seafoods Partners LLC, Blue Harvest Fisheries LLC, Arcus Hunting LLC, and Aqua Terra Water Management LP. He also currently serves on the boards of United Sports Brands LLC, US Community Behavioral LLC, and OmniForce LLC.

Mr Perekslis served previously as the Chairman of the Board of Bumble Bee Holdings, L.P., Connors Bros., L.P., Gray Energy Services LLC, and Hyco International, Inc. He also previously served as a director of ASG Consolidated LLC (American Seafoods), Nexus Gas Partners LLC, the Connors Bros. Income Fund, KIK Corporation Holdings, Inc., K2 Pure Solutions, L.P., and Firearms Training Systems, Inc.

Prior to founding Bregal Partners, Mr. Perekslis served as a Senior Partner of Centre Partners Management LLC, which he joined in 1991; during his tenure, the firm invested more than $3 billion in equity capital. Prior thereto, he worked in the mergers and acquisitions department of Lazard Freres & Co.

Mr. Perekslis holds an A.B. from Princeton University.

Email: scott.perekslis@bregalpartners.com
Office: (212) 704-5355

Tony Pezzullo

Associate

Tony Pezzullo is an Associate at Bregal Sagemount, where he is responsible for originating and executing investments in the software, healthcare, financial technology, and business/consumer services sectors. Tony began his career at Bank of America Merrill Lynch where he worked in investment banking, executing M&A and capital markets transactions in both the chemicals and business services sectors. Tony received his BSBA in Finance with honors from Georgetown University.

Email: tony.pezzullo@sagemount.com
Office: 212-704-3058

Maggie Prager

Director

Maggie Prager is a Director of Bregal Partners with an investment focus primarily targeting consumer products and services, multi-unit and business and information services.
Mrs. Prager currently helps oversee the firm’s investment in Ju-Ju-Be.

Prior to joining Bregal Partners, Mrs. Prager was a Principal at TZP Group, where she originated and led investments in the consumer products and services, multi-unit and business services industries. Prior thereto, Mrs. Prager was an Associate at Summit Partners, where she focused on consumer, education and tech-enabled businesses. Mrs. Prager started her career at J.P. Morgan as an investment banking analyst in the mergers and acquisitions group.

Mrs. Prager holds an A.B. in Economics with Certificates in Finance and Theater from Princeton University, and an M.B.A. from Kellogg School of Management at Northwestern University.

Email: maggie.prager@bregalpartners.com
Office: (212) 704-3008

Jonathan Pugh-Smith

General Counsel - Funds

Jonathan has worked as legal counsel for Bregal - Europe since November 2013. 

Prior to joining Bregal, Jonathan trained and qualified as a solicitor of the Senior Courts of England & Wales at Berwin Leighton Paisner LLP, during this period of his career he also spent time on secondment as in-house counsel at Schroders plc. Jonathan has also spent time as a legal consultant in the Philippines for an anti-trafficking NGO and continues to act as an advocate in this field as well as a director for a multi-national anti-trafficking charity outside of his role at Bregal.
 
Jonathan graduated from Durham University with a degree in Geography.

Gilles Pun-Lai-Yuen

Director - Portfolio Monitoring

Gilles Pun-Lai-Yuen joined Bregal in February 2005 as a financial analyst. Working together with the investment teams, he is responsible for the analysis and appraisal of potential investments by Bregal as well as the on-going monitoring of Bregal's investment portfolio.

Previously, Gilles joined KPMG London in 1994 where he trained as a Chartered Accountant. During his last four years at KPMG, Gilles was responsible for KPMG's Financial Sector business modeling services. His work included advising clients on corporate transactions, providing solutions in business strategy, investment appraisals, financing structures and corporate restructuring primarily within the banking, insurance, investment management and private equity sectors.

Gilles has a BSc in Economics and Computing from the London School of Economics.

Christina Queisser

Legal Counsel

Christina Queisser is a Legal Counsel at Bregal Unternehmerkapital. Christina has worked as a lawyer at Latham & Watkins LLP and in the M&A practice group interfacing with tax & audit at EY. She holds a law degree from Ruperto Carola Universität in Heidelberg and has been a registered lawyer since 2016

Travis Reardon

Finance Associate

Prior to joining Bregal, Travis Reardon worked as a Fund Accountant at Tinicum Enterprises with a focus on accounting, reporting, treasury and investor relations. Previously, Travis worked as a Senior Fund Accountant at MHR Fund Management LLC, where he was responsible for the accounting and reporting for various Private Equity and Hedge Funds. In addition, Travis has prior experience working as an auditor for Deloitte & Touche LLP within their Financial Services Audit & Assurance group.

Travis graduated Cum Laude, with High Honors in Finance from the Hofstra University Frank G. Zarb School of Business, with dual BBA concentrations in Accounting and Finance. He is a CPA (Certified Public Accountant), licensed in the State of New York.

Kevin Richardson

Finance Director - Sagemount

Kevin Richardson is a Finance Director at Bregal Sagemount responsible for financial operations. Previously, Kevin was a Managing Director for the Private Equity business at Fortress Investment Group. Kevin received a BS from Wake Forest University and an MBA from George Washington University.

Email: kevin.richardson@sagemount.com 
Office: 212-704-3053

Michelle Riley

General Counsel - Americas

Michelle has served as General Counsel – Americas of the Bregal corporate investment group since 2007. Prior to joining Bregal, Michelle was Vice President and Co-General Counsel of ICON Capital Corp., a global asset manager and specialty finance company based in New York. Before joining ICON, Michelle spent eight years as a mergers & acquisitions attorney at Paul, Weiss, Rifkind, Wharton & Garrison LLP, and Debevoise & Plimpton LLP. She also spent a year serving as In-House Counsel to a 2004 U.S. Presidential Primary Campaign.
 
Michelle received her JD from Yale Law School where she was Editor-in-Chief of the Yale Journal on Regulation. She also holds a BA in Political Communication from The George Washington University and an MA in Politics, Philosophy and Economics from Oxford University, where she was a Shapiro Scholar.

Lucia Ruiz

Associate

Lucia is an Associate at Bregal Milestone. Prior to joining the company, she was an Investment Banking analyst at Barclays, advising and executing M&A and capital markets transactions for clients in the Healthcare, Natural Resources and Power industries.

Lucia holds a BBA double degree in International Business Management from Universidad Pontificia de Comillas (ICADE) in Spain and Lancaster University in the UK.

 

Eglė Sakalauskaitė

Vice President - ESG & Responsible Investing

Egle joined Bregal in November 2019 as Vice President of ESG & Responsible Investing. 

Prior to joining Bregal, Egle spent 9 years advising blue-chip companies, investors, and asset managers on sustainability strategy development and implementation.  Most recently, Egle was an Associate Director at Jones Lang LaSalle supporting companies with ESG integration and climate risk management.  Earlier in her career, Egle worked in several specialist sustainability consulting and professional advisory firms, including DNV GL and EY, focusing on stakeholder engagement, responsible investment, and green bonds.

Egle has a BSc (Hons) in Politics with Economics from the University of Bath and holds a CFA IMC certificate

Paul Schapira

Senior Advisor

Paul is a Senior Advisor at Bregal Milestone. Paul advises a select number of corporations and families on a broad range of financial and strategic matters in addition to sitting on Boards of private and publicly traded companies, including Saipem.

Prior to joining Bregal Paul was Managing Director at Morgan Stanley, where he ran the Italian Investment Banking business before moving to senior coverage of Financial Sponsors. Before his time at Morgan Stanley, Paul held senior roles in Goldman Sachs leading different groups  in London, Hong Kong and New York including Head of the European Natural Resources Group and the Consumer and Retail Group. Paul started his career at Euromobiliare in Milan as an Equity Trader and Portfolio Manager. He is an Italian national and holds a BA in Economics from Columbia University and an MBA from INSEAD.

Philipp Scheuplein

Portfolio Controller

Philipp Scheuplein is a Portfolio Controller at Bregal Unternehmerkapital.

Before joining Bregal, he worked as an Investment Controller at Quadriga Capital and in the financial services tax department of KPMG.

Philipp graduated with a Diploma of Business Administration from the University of Bayreuth.

Florian Schick

Managing Partner

Florian Schick is the Managing Partner and a member of the Investment Committee at Bregal Unternehmerkapital. 

Previously, he was a Founding Partner and a member of the Investment Committee at Bregal Capital, a London-based investment fund focused on the European market. Before joining Bregal, Florian was a Principal at TowerBrook Capital Partners, an Investment Director at Englefield Capital and an Engagement Manager at McKinsey & Co. He began his career as a co-founder and a board member of Surplex AG, an online marketplace for industrial equipment. 

Florian graduated with a degree in Law from the University of Munich (LMU) and received his MBA from INSEAD in Fontainebleau. 

Caroline Schimmelbusch

Director, Capital Development - Europe

Caroline joined Bregal in October 2019 as Director, Capital Development.

Prior to joining Bregal, Caroline spent seven years with GI Partners, a middle market buyout and real estate investment firm in San Francisco, most recently as Principal of Investor Relations. Earlier in her career, Caroline worked in investment banking and equity capital markets at Jefferies & Company.

Caroline holds an M.B.A from the NYU Stern School of Business and an A.B. from Brown University. 

 

Stephan Schmid

Senior Investment Manager

Stephan Schmid is a Senior Investment Manager at Bregal Unternehmerkapital.

Before joining Bregal, he worked as Senior Associate at BC Partners in Hamburg, Investment Officer at PAI Partners in Munich and Analyst in the Investment Banking Division at Goldman Sachs in Frankfurt.

Stephan holds a Diploma degree in Physics from the Technical University of Munich (TUM) and a PhD in Physics from the University of Oxford.

Ruven Schneider

Investment Manager

Ruven Schneider is an Investment Manager at Bregal Unternehmerkapital. 

Before joining Bregal, he worked as an analyst in the division Investment Banking Germany & Austria at Nomura in Frankfurt and as consultant for Deloitte. 

Ruven holds a Bachelor in Information System from the University of Stuttgart and a Master in Banking & Finance from the University of St. Gallen.
 

Kaylee Schroenn

Financial Controller

Antonia Schwartz

Director - Head of Capital Development

Antonia joined Bregal in August 2018 as Director – Head of Capital Development

Prior to joining Bregal, Antonia spent 10 years in private equity working for Alinda Capital Partners LLC, a global infrastructure fund. She was the Managing Director responsible for investor relations and fundraising. Earlier in her career, Antonia worked in several structured finance origination and execution roles at Citigroup, Inc and its predecessor firms.

Antonia holds a Master of Art in International Relations from the Johns Hopkins University and a Bachelor of Science in Finance and Management from the Virginia Polytechnic Institute and State University.

Mario Seeger

Senior Investment Manager

Mario Seeger is a Senior Investment Manager at Bregal Unternehmerkapital. Prior to joining Bregal, he worked as an Investment Director at Rigeto Unternehmerkapital in Munich. His previous roles also include positions at Emeram Capital Partners and Leonardo & Co. (today Houlihan Lokey). Mario holds a BSc in business management from the University of Mannheim.

Carsten Seipp

Investment Manager

Carsten Seipp is an Investment Manager at Bregal Unternehmerkapital.

Before joining Bregal, he worked as an Associate at BC Partners in Hamburg and as an Analyst in the Investment Banking Division of Goldman Sachs in Frankfurt.

He completed his studies at the University of Mannheim with a BSc in Business Administration.

Mia Sendlbeck

Senior Financial Controller - Europe

Mia Sendlbeck joined Bregal in February 2016 as a Financial Controller.
 
Prior to joining Bregal, Mia worked as Investment Controller at Lewis Trust Group where she was involved in the finance functions of the property and investment division.  

Mia Sendlbeck is a Chartered Accountant and graduated magna cum laude from the American University of Rome with a BSc(Hons) in Business Administration & International Business Management and a Masters Degree in Finance.

Cyrus Shey

Managing Partner

Cyrus is a Managing Partner of Bregal Milestone and a member of the firm’s investment committee. Prior to founding Bregal Milestone, Cyrus was a co-founder and Head of the European middle market lending business at Credit Suisse, investing private capital in European growth companies using the firm’s proprietary capital.

Before setting up this business, Cyrus held various senior positions at Goldman Sachs where he originated, arranged and invested in leveraged buyouts and growth capital financings. Cyrus began his career as a strategy consultant at Accenture in London. Cyrus holds a B.Sc.in Business Administration from Georgetown University and is a former winner of the Stanford University Global Entrepreneur’s Challenge.

Giuseppe Silvestri

Venture Partner

Giuseppe is a Partner of Clavis Advisors, a corporate finance advisory boutique which he co-founded in 2010. Prior to Clavis, Giuseppe worked at Silver Point Capital where he was involved in a number of distressed debt and private equity investments. Previously, Giuseppe was part of the investment team at Clayton, Dubilier & Rice. He began his career in the Private Equity Group at Lehman Brothers.

Giuseppe holds a magna cum laude degree in Business Administration from Bocconi University.

Stephen Skubina

Analyst

Stephen Skubina is an Analyst at Bregal Partners.

Prior to joining Bregal Partners, Mr. Skubina was an Analyst at Morgan Stanley where he worked in the Global Capital Markets Division.

Mr. Skubina graduated from Brown University, magna cum laude, with a B.S. in Applied Mathematics-Economics and a B.A. in Biology.

Email: stephen.skubina@bregalpartners.com
Office: (212) 704-3064
 

Olena Slashchuk

Trainee Fund Accountant

Olena joined Bregal Investments as a Graduate Trainee Fund Accountant in 2019.

Prior to joining Bregal, Olena worked as Operations Analyst at Brookstreet Equity Partners -PEVC investment group. She is currently studying towards ACCA qualification.

Olena holds a B.Sc. in Economics and Statistics from the University College London.

Kirk Smith

Vice President

Kirk Smith is a Vice President at Bregal Sagemount. He is responsible for originating and underwriting investments in the financial technology, software, healthcare, business services, and consumer services sectors. Previously, Kirk was an associate in Goldman, Sachs & Co.’s Specialty Lending Group where he focused on business and consumer services. Before Goldman Sachs, Kirk was an investment banking analyst at Challenger Capital Group. Kirk holds an MBA from Harvard Business School and a BS in Finance with honors from the University of Kansas.

Email: kirk.smith@sagemount.com 
Office: 212-704-5382

Patrick Smulders

Managing Partner

Patrick is the Managing Partner of the firm. 

Previously, Patrick was a member of the founding team of TowerBrook, being a Managing Director and Investment Committee member since its inception, and was part of TowerBrook's spin-out from Soros Private Equity Partners, which he joined in 2004. Prior to TowerBrook, Patrick was a co-Founder and Senior Partner at Doughty Hanson.

Patrick earned his A.B. from Harvard College and received his M.B.A. from Harvard Business School.

Jon Sonnenschein

Principal

Jon Sonnenschein is a Principal at Bregal Sagemount and leader of the Growth Factors Technology, Process and Innovation practice. Prior to Bregal Sagemount, Jon was the CEO of Redbooth, a Silicon Valley-based collaboration SaaS platform, which he exited to AeroFS. In the Valley, Jon built a track record of successful exits including Findly (scaled to $50 million revenue and exited to First Advantage), and two Sequoia Capital-backed ventures: Plaxo (exited to Comcast for $175 million) and Jajah (exited to Telefonica for $207 million).

Jon received a BA in Economics with distinction from The University of Michigan and an MBA with concentrations in Marketing and Management and Strategy from the Kellogg Graduate School of Management at Northwestern University

Email: jon.sonnenschein@sagemount.com
Office: 212-704-5370
 

Niklas Steffen

Senior Investment Manager

Niklas Steffen is a Senior Investment Manager at Bregal Unternehmerkapital.

He previously worked as an analyst in the Investment Banking Division at Morgan Stanley in London.

Niklas holds an MSc in Finance from the University of Warwick and a BSc in Economics from the Erasmus School of Economics Rotterdam.

Philipp Struth

Director

Philipp Struth is a Director at Bregal Unternehmerkapital. 

His previous role was as an Investment Manager with Bregal Capital in London. Philipp began his career as an analyst with Merrill Lynch in Frankfurt. 

He completed his studies at the European Business School in Oestrich-Winkel with a BSc in Business Administration. 

Jessica Sun

Corporate Counsel

Jessica is a corporate counsel for the Bregal corporate investment group.

Previously, she was a Corporate and Securities associate at Dechert LLP in New York City and London. She has also completed a one-year microfinance fellowship with Kiva in Central Asia and Eastern Europe, consulted for an education and healthcare non-profit organization in Ghana, worked at a human rights law firm in Namibia and taught English in Chile.

Jessica received her J.D. from the University of Pennsylvania Law School and a Certificate in Business and Public Policy from The Wharton School. She also holds a B.A. in Psychology and English Literature from the University of Michigan.

Sandeep Swaminathan

Operating Partner

Sandeep Swaminathan is an Operating Partner at Bregal Sagemount, where he is focused on partnering with portfolio company management to drive accelerated growth in revenues and profitability while building operational scale. Prior to joining Bregal Sagemount, Sandeep worked at Vista Equity Partners in their operating group, where he led operational transformation of billion dollar enterprise value companies driving dramatic improvements across all facets of the business ranging from Sales to Product Management.

Prior to Vista, at Sears Holdings, he was responsible for Sears’ Apparel eCommerce business as well as their Member Rewards Program. Earlier in his career, Sandeep worked at Manhattan Associates, an enterprise software company, and was responsible for Professional Services across Asia Pacific for their mid-market solution. Sandeep received his MBA from The University of Chicago Booth School of Business in Strategic Management and Finance and his MS from The Georgia Institute of Technology.

Email: sandeep@sagemount.com
Office: 212-704-5370

 

 

Jiri Taecke

Associate

Previously Jiri worked at Morgan Stanley in London and New York in the Benelux coverage, Basic Materials and M&A teams.

Jiri received an MSc in Corporate Finance from Ghent University and a MSc in Finance from Vlerick Business School.

Marco Tascon

Financial Analyst

Marco joined Bregal Investments as a Financial Analyst in November 2017, shortly after completing an internship. 

Prior to joining Bregal, Marco worked as an equity researcher at Aalto Invest within their long/short equity team. During his time at Aalto Invest, Marco was primarily responsible for conducting micro-level company analysis and industry modelling to aid investment decisions. 

Marco holds a BSc in Economics from the London School of Economics.

Pavan Tripathi

Partner

Pavan Tripathi is a Partner at Bregal Sagemount, where he is focused on originating and underwriting investments in the healthcare, digital infrastructure, software, and specialty finance sectors. Previously, Pavan worked at Goldman, Sachs & Co. as an investment banker and private equity investor. Most recently, he was a member of the Growth Equity team in Goldman Sachs’ Merchant Banking Division where he focused primarily on high-growth software and communication infrastructure businesses. Pavan graduated summa cum laude from the University of California, Los Angeles with degrees in Electrical Engineering and Economics. He also holds an MBA from the Stanford Graduate School of Business.

Email: pavan.tripathi@sagemount.com 
Office: 212-704-5383

Paul Tutein Nolthenius

Principal

Previously Paul worked at Credit Suisse in the EMEA Technology, Media and Telecom team.

Paul received his MSc in Econometrics (cum laude) from the Rijksuniversiteit Groningen.

Quentin Van Doosselaere

Co-CEO

Quentin Van Doosselaere joined Bregal in January 2009. Following his business school graduation in 1984, he moved to New York and began his career at Drexel Burnham Lambert. He then joined Bankers Trust Co. as a Managing Director and ran various global capital markets businesses. In the mid-nineties, he held executive positions in a number of non-profit organizations before going into academia. He was affiliated with Columbia University and Oxford University when he joined Bregal.

Quentin serves as a member on the investment committees of Bregal Freshstream, Bregal Unternehmerkapital, Bregal Milestone, Bregal Capital, Bregal Sagemount, Bregal Partners, Bregal Energy, Bregal Private Equity Partners, Ranch Capital Investment, Birchill Exploration and Centre Bregal Partners.

Quentin holds a degree from the Solvay Business School and a PhD from Columbia University.

Jordan Walton

Senior Associate

Jordan Walton is a Senior Associate at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, he was an investment banking analyst in the Technology Mergers & Acquisitions Group at Lazard Frères & Co. Jordan holds a BS in Finance from the Marriott School at Brigham Young University.

Email: jordan.walton@sagemount.com 
Office: 212-704-5395

Kate Watson

General Counsel - Europe

Kate joined Bregal in July 2014 and was appointed General Counsel – Europe in December 2015.

Prior to joining Bregal, Kate worked as a corporate lawyer in the private equity teams at Clifford Chance LLP and Taylor Wessing LLP.
 
Kate is a solicitor of the Senior Courts of England & Wales. She has an LLB law degree from University of Nottingham, and an LLM in corporate and commercial law from University of London, King’s College London.

Ramie Waxman

Financial Controller - Americas

Ramie Waxman joined Bregal in 2012 and is responsible for financial reporting and cash management.
 
Prior to joining Bregal she was Controller at COFRA North America, where she was involved in the finance functions for all its retail and real estate business activities.
 
Ramie graduated from SUNY Oneonta with a B.S. degree in Business Economics and a M.S. degree in Accountancy from Long Island University.

Christian Weigend

Senior Investment Manager

Christian Weigend is a Senior Investment Manager at Bregal Unternehmerkapital. 

Before joining Bregal, Christian was an Associate Director in the Investment Banking Division of UBS in Zürich. 

Christian has a Master’s degree in Banking & Finance and a Bachelor’s degree in Business Administration & Economics from the University of St. Gallen. 

Felix Werdin

Director

Felix Werdin is a Director at Bregal Unternehmerkapital. 

He previously served as an Associate at JPMorgan and, most recently, as a Principal at TowerBrook Capital Partners in London. 

Felix is a graduate in Business Administration and holds an MBA from the University of Mannheim and ESSEC Business School. 

Maureen Wheelan

Executive Assistant

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Curt Witte

Partner - Head of Growth Factors

Curt Witte is the Head of Portfolio Operations for Bregal Sagemount with a focus on partnering with portfolio company management to drive high yield operations enhancement. Prior to joining Bregal Sagemount, he was an Operating Partner at Symphony Technology Group, where he focused on portfolio company operations enhancement for various tech businesses in eCommerce, business services, health care IT, mobile apps, and advertising. Prior to Symphony Technology Group, Curt founded and scaled Findly (profitable $50 million revenue on-demand software company) through its merger, and successful spinoff, from First Advantage, a Symphony Technology Group company.

Email: curt.witte@sagemount.com
Office: 212-704-5390

Amy Wong

Finance Director - Americas

Prior to joining Bregal, Amy Wong managed the middle office group in the Alternative Investments business at JPMorgan Chase. Previously, she worked in the Finance and Accounting area at Gen Re where she was responsible for the accounting of all entities in the Corporate Finance business. In addition, she has prior experience in various auditing functions.  She started her career in the Ernst & Young financial services assurance group.

Amy received a BS degree from NYU Stern School of Business for accounting and information systems. She is a CPA (Certified Public Accountant, CFA (Chartered Financial Analyst) charterholder, and CISA (Certified Information Systems Auditor).

Natalie Worrall

Fund Accountant

Natalie joined the Bregal Investments London finance team in August 2016 as a Fund Accountant.

Prior to joining Bregal, Natalie worked in Private Equity, in Australia, for Ironbridge Capital for 7 years. 

Natalie graduated with a Bachelor of Commerce - Professional Accounting degree from Macquarie University in Sydney, Australia in 2013.

Phil Yates

Partner

Phil Yates is a Partner at Bregal Sagemount. Prior to this, Phil was with Great Hill Partners from 2003 to 2012 where he focused on growth investments in software and technology-enabled services across the healthcare, payments, business services and consumer verticals. Before Great Hill Partners, Phil was at Carousel Capital, a middle market private equity firm headquartered in Charlotte, NC where he worked on transactions in franchising, healthcare, industrials, and communications. Phil started his career with Deutsche Banc Alex. Brown in the Consumer and Business Services investment banking group. Phil holds a BS in Business Administration with honors from the University of North Carolina at Chapel Hill.

Email: phil.yates@sagemount.com
Office: 212-704-5377

Charles Yoon

Managing Partner

Charles Yoon has more than two decades of experience in the private equity industry, with an investment focus primarily targeting the consumer & multi-unit and food & beverage industries.

He serves on the boards of American Seafoods Partners, TDBBS, United Sports Brands, Ju-Ju-Be, Pilot Automotive, and Total Vision. He has previously served as a director of Earth Fare, MyEyeDr., Paradigm Tax Group, Market Track, TPI, and Merrick / Castor & Pollux.

Prior to joining Bregal Partners, Mr. Yoon served as a Partner of Monitor Clipper Partners in Boston. He joined MCP in 2004, and, during his tenure, the firm invested over $1.3 billion in equity capital. Prior thereto, Mr. Yoon was a Principal at Brentwood Associates. He began his private equity career in 1995 at Morgan Stanley Capital Partners.

Mr. Yoon holds a B.A. in economics modified with mathematics, magna cum laude, from Dartmouth College.

Email: charles.yoon@bregalpartners.com
Office: (212) 704-5368

Gene Yoon

Managing Partner

Gene Yoon is the Managing Partner of Bregal Sagemount. Prior to founding Bregal Sagemount, he was the Head of Private Equity for Goldman, Sachs & Co.’s Americas Special Situations Group, where he focused on middle market growth equity investing. Before Goldman Sachs, Gene was a Partner at Great Hill Partners, a private equity firm specializing in the media, communications, technology, and business services sectors. Earlier in his career, he was Director of Corporate Development at Geocast Network Systems, a venture-backed technology infrastructure provider. Gene began his career at Donaldson, Lufkin & Jenrette in investment banking. He holds both a Bachelors in Economics and an MBA from The Wharton School at the University of Pennsylvania.

Email: gene.yoon@sagemount.com
Office: 212-704-5375