London, United Kingdom
Jessica joined Bregal Milestone from Bregal Investments. Prior to Bregal, she worked at corporate finance advisory firm Arma Partners, the State of Qatar and the Sellar Family’s asset management firm, REM (UK) Limited.
Jessica holds a Bachelor of Dental Surgery from the University of Dundee and trained as a dentist. She also holds a board-certified Membership Diploma with the Royal College of Surgeons of Edinburgh.
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 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.
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.
Business Analyst (London)
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).
Investment Director (London)
Ms. 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.
Ms. Bright grew up in Portugal and received an Economics degree from Universidade Católica Portuguesa. She has completed her CFA Level I.
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).
Francesco is a Senior Associate 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.
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.
Li Ling Chang
Senior Financial Analyst
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.
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 specialised in the financial sector.
Graham graduated from Oxford University with a BA in Chemistry.
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.
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.
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.
Alvar de Wolff
Director - CSR
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.
Investment Director (London)
Ms. Eastwood joined Bregal in 2010 from Ernst and Young, where she worked for 5 years in the Corporate Restructuring department. During this time, Ms. Eastwood 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.
Ms. Eastwood is a Chartered Accountant and has a BSc (Hons) in Accounting and Finance from the University of Bristol.
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.
Managing Director (London)
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 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.
Previously Gilles worked as an Associate at BregalCapital 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.
John Paul Heffernan
John Paul is a Chartered Accountant. He qualified with KPMG and worked in their Private Equity Group before moving to EY. Prior to joining Bregal, John Paul worked for an emerging markets focused asset manager.
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.
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.
Pascal is a Partner of the firm.
Previously, Pascal was a Senior Principal and Investment Committee member at Doughty Hanson, which he joined in 2003. Prior to Doughty Hanson, Pascal spent five years with PricewaterhouseCoopers working in its Transaction Services Department in Luxembourg and London.
Pascal has a Bachelor of Science degree in Finance from HEC Management School - University of Liege and a MA degree in International Business Analysis from the University of Leicester.
Senior Financial Controller
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.
Trainee Fund Accountant
Liridon joined Bregal Investments as a Trainee Fund Accountant in June 2018. Liridon is a recent graduate of Imperial College London where he obtained an MSc Pure Mathematics degree. Liridon also holds a first class honours degree in Mathematics from King’s College London.
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.
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).
David Lee joined Bregal in April 2015 from the Financial Modelling team of Data Insight Services in KPMG Risk Consulting, where he was primarily involved in data and financial modelling projects for financial services clients including banks and funds.
David graduated from University College London with a BSc in Computer Science and Birkbeck University with an MSc in Finance.
Senior Financial Analyst
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.
Emmanuel is a Principal 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.
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.
Giles is a Director of the firm.
Previously Giles worked as an Investment Manager at Bregal Capital for five years, and at UBS before that in the UK Investment Banking and Real Estate Investment Banking teams.
Giles graduated from Durham University with a degree in Classics.
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.
Previously Julien worked as an investment professional at Doughty Hanson for four years where he was involved on a number of transactions across Europe. Prior to that, Julien was a consultant at Bain & Company in Paris.
Julien received a diploma of Engineering from the EcolePolytechnique, an MSc of Finance and Economics from the London School of Economics and an MBA with distinction from INSEAD.
Graduate 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.
Legal Counsel (Europe)
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.
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.
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 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 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.
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.
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
Paul Tutein Nolthenius
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.
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.
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.
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 since April 2013 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.
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.
He is currently a member of the advisory boards of LR Health & Beauty and Sovendus.
Senior Investment Manager
Norbert Heller is an 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.
Norbert is a member of the advisory boards of Novem and the Binder Group.
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 is an Associate 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 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).
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.
Sascha Kaumann is a member of the advisory board of Onlineprinters.
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.
David is a member of the advisory board of Sovendus.
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.
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.
He is currently a member of the advisory boards of proALPHA, INTER-FORUM, Sovendus and Onlineprinters.
Luis Rattenhuber is an Investment Manager at Bregal Unternehmerkapital. Before joining Bregal, he served as an Analyst with Goldman Sachs in New York and London, working in the Investment Banking Division. Luis holds a BA in Economics from Amherst College and an MBA from Harvard Business School.
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 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.
He is currently a member of the advisory boards of Novem, proALPHA, LR Health & Beauty and the Binder Group. In addition to his work with Bregal, Florian serves on the advisory board of his family business, an automotive supply company.
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.
Niklas Steffen is an Investment Manager at Bregal Unternehmerkapital.
He previously worked as an analyst in the Investment Banking Division at Morgan Stanley in London.
Niklas completed his studies with an MSc in Finance from the University of Warwick.
He is currently a member of the advisory boards of proALPHA and INTER-FORUM.
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.
Philipp is a member of the advisory boards of Novem, proALPHA, LR Health & Beauty and the Binder Group. In addition, he looks after Bregal's investment in Kunststoff Schwanden and represents Bregal Capital on the advisory board of Aurigen.
Christian Weigend is an 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.
He is a member of the advisory board of Onlineprinters.
Senior Investment Manager
Felix Werdin is a Senior Investment Manager 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.
He is also a member of the advisory board of INTER-FORUM.
New York, NY, USA
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 implementented in a way which is beneficial to the organization and it's growth strategy.
Robert Bergmann co-founded Bregal Partners and previously served as Managing Partner. He has more than twenty five years of experience in the private equity industry, with an investment focus primarily targeting the consumer, food & retail, and healthcare services industries. He is based in Los Angeles.
He currently serves on the boards of US Community Behavioral, CauseForce, and United Sports Brands. He previously served on the boards of American Seafoods Partners, Blue Harvest Fisheries, Arcus Hunting, Aqua Terra Water Management as well as a number of other companies including Garden Fresh Holdings, Ross Aviation, Covenant Care, Den-Mat Holdings, and Muzak.
Prior to co-founding Bregal Partners, Mr. Bergmann served as a Senior Partner of Centre Partners Management and led the firm’s Los Angeles office. During his tenure, the firm invested more than $3 billion in equity capital. Prior thereto, he worked in the investment banking division of Donaldson, Lufkin & Jenrette (DLJ).
Mr. Bergmann holds a B.S. from the Wharton School of the University of Pennsylvania and an M.B.A. from Harvard Business School.
Office: (212) 704-5353
Hetal joined the Bregal Investments team in New York, in October 2015, as a Finance Associate.
Prior to joining Bregal, Hetal worked at BlueBay Asset Management LLP (London) within the Financial Planning & Analysis team and before that was part of the Segregated Mandates Fund Accounting team.
Hetal is a qualified Chartered Accountant and a Chartered Tax Advisor and completed her training with Deloitte. Hetal holds a MSci in Chemistry from the University of Nottingham.
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.
In his role as a Senior Associate, Sylvester Burley 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. Sylvester is a key member of the team supervising operations for investments.
Prior to joining Bregal Investments, Sylvester worked at Basalt Infrastructure Partners where he advised on the origination, execution, management and operation of investments across the mid-market infrastructure space including the energy, transport and utilities sectors.
Previously, Sylvester spent two years at Riverstone Holdings, where he was responsible for transaction execution and asset management support for companies across all segments of the energy value chain. He started his career in J.P. Morgan’s Energy Investment Banking group.
Sylvester has a B.A. in Economics with a secondary field in Mathematics from Harvard University.
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.
Gerald Castaldo 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 Greenhill & Co. Gerald holds a BS in Finance and Accounting from the Leonard N. Stern School of Business at New York University.
Thomas Chung is an Associate of Bregal Partners.
Prior to joining Bregal Partners, Mr. Chung was an investment banking analyst at Goldman Sachs. During his time at Goldman, Mr. Chung advised clients within the financial service industry.
Mr. Chung holds a BBA with high distinction from the Stephen M. Ross School of Business at the University of Michigan.
Office: (212) 704-5361
Investment Director (New York)
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.
Kevin Deemer is an Associate 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.
Office: (212) 704-5364
Cameron Eskandari is an 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.
Samer Ezzeddine is a Director of Bregal Partners and serves on the board of Arcus Hunting Group LLC.
Prior to joining Bregal Partners, Mr. Ezzeddine was a Principal at Monitor Clipper Partners, a middle-market private equity firm based in Boston. During his twelve year tenure there, Mr. Ezzeddine was involved in the investment of approximately $400 million of equity capital, focusing primarily on opportunities in the consumer / retail and financial services industries. Mr. Ezzeddine served on a number of Monitor Clipper boards, including Earth Fare and Castor & Pollux / Merrick, and remains on the board of Colford Capital.
Mr. Ezzeddine holds a B.A. in Economics and International Relations from Tufts University, summa cum laude, and is a former Fulbright Scholar.
Office: (212) 704-5369
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.
In her role as a Senior Associate, 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.
Managing Director (New York)
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.
Adam Fuller is a Principal 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.
Blair Greenberg is a Principal 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.
Brian Hazan is an associate at Bregal Sagemount, responsible for originating investment opportunities in the software, healthcare, financial technology, business services, and consumer services sectors. Previously, Brian was an associate at Focus Financial Partners, a strategic acquirer of independent investment advisory firms, where he was responsible sourcing and executing investments on behalf of the company. Before Focus, Brian was an analyst at Colebrooke Capital, a middle market investment banking group. Brian holds a BS in Finance with honors from St. John’s University.
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.
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.
Office: (212) 704-3004
Daniel Kim is a Partner at Bregal Sagemount. Prior to this, Mr. Kim was a Vice President at Goldman, Sachs & Co.’s Americas Special Situations Group, where he led investments in the technology sector. Prior to Goldman Sachs, Daniel was a Senior Associate at JMI Equity, a $2 billion growth equity firm where he sourced and executed investments in the software, internet, and business services sectors. Mr. Kim began his career as an analyst at Broadview International. He received an MBA from Harvard Business School, and a BS in Biological Sciences and BA in Music, Phi Beta Kappa, from Stanford University.
Vice President (New York)
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 is a Principal 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.
Matt Koven is a Vice President 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.
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.
Office: (212) 704-3007
Jonathan Lo is an Analyst 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.
Office: (212) 704-5362
Michael Ma is an Associate of 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.
Office: (212) 704-5366
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.
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.
Office: (212) 704-5360
Arjun Mehta 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 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.
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.
Office: (212) 704-3011
Paddy Nopany is an Analyst 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.
Office: (212) 704-5359
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 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.
Office: (212) 704-5355
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.
Mathew Rosenburg 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 at Moelis & Co. where he focused on M&A, restructuring, and capital markets transactions across a wide range of industries. Mathew holds a BA in Business Economics from the University of California, Los Angeles.
Kirk Smith is a Senior 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, 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.
Pavan Tripathi is a Vice President 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.
Quentin Van Doosselaere
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 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 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 Technology Mergers & Acquisitions Group at Lazard Frères & Co. Jordan holds a BS in Finance from the Marriott School at Brigham Young University.
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.
Head of Portfolio Operations
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.
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).
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.
Charles R. Yoon is a Managing Partner of Bregal Partners. He has more than two decades 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 healthcare retail industries.
Mr. Yoon has extensive corporate governance experience. He currently serves on the boards of Earth Fare, Pilot Automotive, and Roger Garments. He has previously served as a director of MyEyeDr., Paradigm Tax Group, Market Track, TPI, and Merrick / Castor & Pollux Pet Care.
Prior to joining Bregal Partners, Mr. Yoon served as a Partner of Monitor Clipper Partners (MCP) based in MCP’s Boston office. 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.
Office: (212) 704-5368
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.
Sandeep Swaminathan is a Principal 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.