bregal sagemount

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Private Capital for Growth Companies Who We Are Our mission is to provide flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. We are investing out of Bregal Sagemount I, LP, a fund with $650 million of committed capital and one of the largest debut funds in the growth segment. A Pure Focus on Growth: We support market-leading companies in growth industries Flexible, Solution-Oriented Capital: We provide capital structured to fit the needs of growth companies Domain Expertise: We are domain experts in the industries in which we seek to invest A Collaborative, Partner Mentality: We partner with exceptional management teams to build value Investment Situations Industry Focus Investment Parameters We have the ability to acquire and/or invest highly flexible capital into growth companies for a variety of situations and uses, including: Growth capital Capital for acquisitions Buyouts, including management buyouts, take-privates, divisional carve-outs, and divestitures Shareholder liquidity / recapitalizations We focus on industries with strong secular tailwinds and companies with recurring revenue streams: Software: SaaS, enterprise, Internet Business and Consumer Services: B2B, B2C, eCommerce Digital infrastructure: Towers, data centers, hosting and cloud services FinTech / specialty finance: Payments, specialty finance, asset management Healthcare IT / Services: Healthcare services, IT, outpatient / outsourcing Our investments typically have the following characteristics, although we will consider exceptional opportunities that do not fit this profile: Investment size: $8-150mm Structures: Common or preferred equity; senior or subordinated debt Role: Control or non-control; typically lead investor Metrics: Recurring or re-occurring revenue model ($15mm+), growth (10%+), and profitability (corporate or unit-level) Contact Information Gene Yoon Managing Partner 212-704-5375 [email protected] Daniel Kim Partner 212-704-5379 [email protected] Phil Yates Partner 212-704-5377 [email protected] Clayton Main Partner - Head of Credit 212-704-5372 [email protected] Curt Witte Head of Portfolio Ops. 212-704-5390 [email protected] Adam Fuller Vice President 212-704-5381 [email protected] Blair Greenberg Vice President 212-704-5386 [email protected] Michael Kosty Vice President 212-704-5380 [email protected] Pavan Tripathi Vice President 212-704-5383 [email protected] Matt Koven Senior Associate 212-704-5384 [email protected] Kirk Smith Senior Associate 212-704-5382 [email protected] Jaskaran Heir Associate 212-704-5385 [email protected] Arjun Mehta Associate 212-704-5389 [email protected] Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com

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Page 1: Bregal Sagemount

Private Capital for Growth Companies

Who We Are Our mission is to provide flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. We are investing out of Bregal Sagemount I, LP, a fund with $650 million of committed capital and one of the largest debut funds in the growth segment.

A Pure Focus on Growth: We support market-leading companies in growth industries

Flexible, Solution-Oriented Capital: We provide capital structured to fit the needs of growth companies

Domain Expertise: We are domain experts in the industries in which we seek to invest

A Collaborative, Partner Mentality: We partner with exceptional management teams to build value Investment Situations Industry Focus Investment Parameters We have the ability to acquire and/or invest highly flexible capital into growth companies for a variety of situations and uses, including: Growth capital Capital for acquisitions Buyouts, including management

buyouts, take-privates, divisional carve-outs, and divestitures

Shareholder liquidity / recapitalizations

We focus on industries with strong secular tailwinds and companies with recurring revenue streams: Software: SaaS, enterprise, Internet Business and Consumer Services:

B2B, B2C, eCommerce Digital infrastructure: Towers, data

centers, hosting and cloud services FinTech / specialty finance:

Payments, specialty finance, asset management

Healthcare IT / Services: Healthcare services, IT, outpatient / outsourcing

Our investments typically have the following characteristics, although we will consider exceptional opportunities that do not fit this profile: Investment size: $8-150mm Structures: Common or preferred

equity; senior or subordinated debt Role: Control or non-control; typically

lead investor Metrics: Recurring or re-occurring

revenue model ($15mm+), growth (10%+), and profitability (corporate or unit-level)

Contact Information Gene Yoon Managing Partner 212-704-5375 [email protected] Daniel Kim Partner 212-704-5379 [email protected] Phil Yates Partner 212-704-5377 [email protected] Clayton Main Partner - Head of Credit 212-704-5372 [email protected] Curt Witte Head of Portfolio Ops. 212-704-5390 [email protected] Adam Fuller Vice President 212-704-5381 [email protected] Blair Greenberg Vice President 212-704-5386 [email protected] Michael Kosty Vice President 212-704-5380 [email protected] Pavan Tripathi Vice President 212-704-5383 [email protected] Matt Koven Senior Associate 212-704-5384 [email protected] Kirk Smith Senior Associate 212-704-5382 [email protected] Jaskaran Heir Associate 212-704-5385 [email protected] Arjun Mehta Associate 212-704-5389 [email protected]

Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com

Page 2: Bregal Sagemount

Current Investments

Prior Investments

Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com