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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.

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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

Responsibility

Responsible investing Responsible investing case studies Employee giving Bregal Helps Initiative
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Contact

Contact London, UK New York, USA Munich, Germany Milan, Italy Zug, Switzerland Dallas, USA Palo Alto, USA St Helier, Jersey Strassen, Luxembourg
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SurePrep

Industry: Software
Year invested: 2019
Status: Realized
Location: USA
Investment Strategy: Flagship
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SurePrep is a provider of professional tax automation software and services.

With a consumer-grade mobile friendly design, SurePrep leverages artificial intelligence to automate the collection of digital documents directly from clients and the processing of those documents.

Its products and solutions, including 1040SCAN, SPbinder and TaxCaddy, are used by over 23,000 tax professionals at CPA firms, wealth management firms and others.

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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.

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