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 focus on industries with strong secular tailwinds and companies with recurring or re-occurring revenue streams.
About Jack Berlin
Founded Accusoft (Pegasus Imaging) in 1991 and has been CEO ever since.
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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.
ï® A Pure Focus on Growth: We support market-leading companies in growth industries
ï® Flexible, Solution-Oriented Capital: We provide capital structured to fit the needs of growth companies
ï® Domain Expertise: We are domain experts in the industries in which we seek to invest
ï® 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:
ï® Growth capital
ï® Capital for acquisitions
ï® Buyouts, including management
buyouts, take-privates, divisional
carve-outs, and divestitures
ï® Shareholder liquidity /
recapitalizations
We focus on industries with strong
secular tailwinds and companies with
recurring revenue streams:
ï® Software: SaaS, enterprise, Internet
ï® Business and Consumer Services:
B2B, B2C, eCommerce
ï® Digital infrastructure: Towers, data
centers, hosting and cloud services
ï® FinTech / specialty finance:
Payments, specialty finance, asset
management
ï® 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:
ï® Investment size: $8-150mm
ï® Structures: Common or preferred
equity; senior or subordinated debt
ï® Role: Control or non-control; typically
lead investor
ï® 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
gene.yoon@sagemount.com
Daniel Kim
Partner
212-704-5379
daniel.kim@sagemount.com
Phil Yates
Partner
212-704-5377
phil.yates@sagemount.com
Clayton Main
Partner - Head of Credit
212-704-5372
clayton.main@sagemount.com
Curt Witte
Head of Portfolio Ops.
212-704-5390
curt.witte@sagemount.com
Adam Fuller
Vice President
212-704-5381
adam.fuller@sagemount.com
Blair Greenberg
Vice President
212-704-5386
blair.greenberg@sagemount.com
Michael Kosty
Vice President
212-704-5380
michael.kosty@sagemount.com
Pavan Tripathi
Vice President
212-704-5383
pavan.tripathi@sagemount.com
Matt Koven
Senior Associate
212-704-5384
matt.koven@sagemount.com
Kirk Smith
Senior Associate
212-704-5382
kirk.smith@sagemount.com
Jaskaran Heir
Associate
212-704-5385
jaskaran.heir@sagemount.com
Arjun Mehta
Associate
212-704-5389
arjun.mehta@sagemount.com
Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com
Current Investments
Prior Investments
Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com