Strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

All strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Flexible capital and strategic assistance for market-leading companies in high-growth sectors in North America and Europe

Equity capital for mid-sized companies in the DACH region and Italy

Growth capital and strategic assistance to software companies throughout Europe

Impact platform investing in climate and nature-based solutions

Private equity primaries, co-investments, and secondaries across North America and Europe

Phil Yates

Partner

Phil Yates is a Partner at Bregal Sagemount. Prior to joining Bregal Sagemount, 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.

About the Bregal team

Our experienced global investment team seeks to create long-standing relationships and drive lasting impact within our portfolio companies, which are active across Europe and North America. The firm consists of over 250 professionals, from the investment teams to finance, ESG, investor relations, tax and legal, and marketing and communications. We employ people from diverse backgrounds across the organisation and we believe we are a better firm because of it.[[1]]

Meet the full team