Profile

Bregal Sagemount is a leading growth-focused private capital firm with more than $7.5 billion of cumulative capital raised. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount has invested in over 90 companies in a variety of sectors, including software, information/data services, financial technology & financial services, digital infrastructure, healthcare IT, and business & consumer services. The firm has offices in New York, Palo Alto, and Dallas.

www.sagemount.com

Awards

2025 Top Private Equity Firms, Top Software Investors, Top 40 Under 40 Growth Investors, Top Growth Equity Firms

2024 Top Growth Equity Firms, Top 40 Under 40 Growth Investors, Top Software Investors, Top Private Equity Firms

2023 Top Growth Equity Firms, Top 40 Under 40 Growth Investors, Top Software Investors, Top Private Equity Firms

2022 Top 40 Under 40 Growth Investors, Top Private Equity Firms

2021 Top Software Investors

2016 Top 40 Under 40 Growth Investors

2015 Top 40 Under 40 Growth Investors

2014 Top 40 Under 40 Growth Investor, Top Growth Equity Investors

Features

Flexible Capital in High Growth Sectors: Bregal Sagemount’s Blair Greenberg

GrowthCap’s RJ Lumba spoke with Blair Greenberg on August 16, 2023. Blair is a Partner and member of the investment committee at Bregal Sagemount, a growth-focused private capital firm. He serves on the boards of DentalXChange, Open Lending Corporation, and Scorpion Enterprises, and has previously served on the boards of Accela, Align Financial Holdings, Discovery Data, and Irth Solutions.

Key People

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 BS in economics and an MBA from The Wharton School at the University of Pennsylvania.

Adam Fuller, Partner

Adam Fuller is a Partner and Co-Founder at Bregal Sagemount. Prior to co-founding Bregal Sagemount, Adam spent five years with the growth equity team at Goldman, Sachs & Co.’s Merchant Banking Division. Before Goldman Sachs, Adam was an Associate at Arbor Advisors, a boutique tech investment bank focused on mergers & acquisitions. Adam received a BA in economics from Stanford University.

Blair Greenberg, Partner

Blair Greenberg is a Partner at Bregal Sagemount. Prior to joining Bregal Sagemount, Blair worked as an investment professional at Technology Crossover Ventures (TCV) where he focused on investing in technology and financial services companies. Before TCV, Blair worked for UBS Investment Bank in the Financial Institutions Group. 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 JL Kellogg Graduate School of Management at Northwestern University.

Mike Kosty, Partner

Michael Kosty is a Partner and Co-Founder 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. Prior to joining Bregal Sagemount, 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.

Clayton Main, Partner

Clayton Main is a Partner at Bregal Sagemount. Prior to joining Bregal Sagemount, Clayton spent twelve years at Goldman, Sachs & Co., where he was one of the founding team members of the Goldman Sachs Specialty Lending Group within Goldman’s Special Situations Group. While at Goldman Sachs, he was responsible for originating, structuring, and managing senior debt, second lien debt, mezzanine debt, and structured equity investments on behalf of the firm’s balance sheet. Clayton led the group’s business development efforts in the South and was responsible for originations in software, financial technology, data infrastructure, healthcare, and business service verticals. He graduated magna cum laude, Honors in business, with a BBA from Southern Methodist University.

Scott Simpson, Partner, Head of Credit

Scott Simpson is a Partner and Head of Credit at Bregal Sagemount. Scott has over 25 years of strategic advisory, leveraged finance and principal investing in over 100 transactions totaling over $60 billion across sectors, with an expertise in technology, media and telecom. Prior to joining Bregal Sagemount, Scott was an early investment team member, Partner, and Head of Originations at Brightwood Capital Advisors. Scott also held senior leadership positions in the technology, media, and telecom groups of Donaldson, Lufkin & Jenrette, Credit Suisse, and Citigroup. Notably, Scott was a member of the Global Technology Council at Citigroup and led emerging communications, enterprise, and internet infrastructure coverage at Citigroup and Credit Suisse. Scott started his career in the Worldwide Technology Group at Booz-Allen & Hamilton. Scott received a BS in mechanical engineering from the University of Maryland, College Park and an MBA from Columbia Business School.

Pavan Tripathi, Partner

Pavan Tripathi is a Partner and Co-Founder at Bregal Sagemount. Prior to Bregal Sagemount, Pavan was an investment banker and private equity investor at Goldman Sachs & Co. Most recently, he was a member of the growth equity team in Goldman Sachs’ Merchant Banking Division. Pavan graduated summa cum laude from the University of California, Los Angeles with a BS in electrical engineering and a BA in Economics, and received an MBA from the Stanford University Graduate School of Business.

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.

William Breskman, Partner

William Breskman is a Partner at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Prior to joining Bregal Sagemount, 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.

Funds Raised

The Bregal Sagemount team (“Sagemount”) was formed in 2012 by Managing Partner Gene Yoon to implement a strategy of providing flexible, solution-oriented capital to durable growth companies in North America. Sagemount advises the following investment strategies.

Key Investments

TrustArc: Exited October 2025
Sector: Software

TrustArc is the leader in privacy compliance and data protection solutions and offers an unmatched combination of innovative technology and TRUSTe certification solutions.

Spark Membership: Invested September 2025
Sector: Software

Spark Membership is a category-leading platform that provides vertically integrated membership management software and embedded payments solutions purpose-built for martial arts studios.

DentalXChange: Exited August 2025
Sector: Healthcare IT & Services

DentalXChange is a leading provider of revenue cycle management (RCM) solutions for the U.S. dental market.

Extra Duty Solutions: Invested June 2025
Sector: Business & Consumer Services

Extra Duty Solutions, is a leading provider of off-duty program administration services and scheduling software solutions to law enforcement and public safety agencies.

Opex Technologies: Invested May 2025
Sector: Business & Consumer Services

Opex Technologies is a leading trusted advisor that helps businesses navigate and optimize complex technology procurement decisions.

MDaudit: Invested January 2025
Sector: Healthcare IT & Services

MDaudit is a premier provider of billing, coding compliance and revenue integrity software for health systems, hospitals, and provider groups and specializes in delivering high-quality, customer-centric, and innovative software solutions to provide continuous risk monitoring in healthcare provider revenue cycle.

360Advanced: Invested January 2025
Sector: Business & Consumer Services

360 Advanced is a leading consulting firm focused on cybersecurity and compliance services for clients ranging from growth stage to large enterprises across healthcare, financial services, technology, government, and business services.

PMWeb: Invested November 2024
Sector: Software

PMWeb offers a comprehensive web-based solution that enables complex asset owners to plan, construct, and manage individual assets and portfolios spanning the full asset lifecycle.

UCPM Environmental Insurance, Inc: Invested July 2024
Sector: Financial Services & Technology

UCPM is a leading specialty insurance wholesaler and program manager focused on environmental insurance.

Buyers Edge Platform: Exited April 2024
Sector: Business & Consumer Services

Buyers Edge Platform is a leading cloud-based data intelligence platform purpose-built to digitally connect and automate the foodservice procurement ecosystem.

Neptune Flood: Invested May 2023
Sector: Private Residential and commercial floor and earthquake insurance provider

Orange Logic: Invested May 2023
Sector: Enterprises SaaS – Digital Asset Management

Enhesa: Invested December 2022
Sector: Regulatory compliance and sustainability management content solutions provider

FullStack Labs: Invested July 2022
Sector: Software development consultancy

BuildingLink: Invested June 2022
Sector: Resident engagement software provider

SurePrep: Exited January 2023
Sector: Tax preparation software provider

Critical Start: Exited May 2022
Sector: Managed detection and response

Procure Analytics: Exited December 2021
Sector: Procurement and group purchasing

Align Financial Holdings: Exited Dec 2021
Sector: Insurance Brokerage

Steele Compliance: Exited March 2021
Sector: Compliance solutions

Capital Responsibility

Bregal Sagemount tailors its investment approach to the unique needs of founder-led businesses, combining flexible capital solutions with data-driven value creation strategies. The firm partners closely with entrepreneurs and management teams to build stronger, more resilient companies with a focus on long-term, sustainable growth. Its Responsible Investing program promotes better business practices and supports the creation of lasting value, reflecting the belief that strong collaboration and a commitment to sustainability drive better outcomes for portfolio companies, investors, and the broader community.