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

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Responsible Investing Case Studies

Epassi: Scaling with integrity through a strong compliance culture and business ethics

Sector: Fintech/employee benefits
Head office: Helsinki, Finland
Strategy: Bregal Milestone
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Founded in 2007, ePassi is a provider of employee benefit solutions, offering sports, culture, wellness, public transport and lunch benefits, primarily in Finland and Sweden.

Material issues

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Data privacy

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Good governance

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Employee engagement

"Whilst at ePassi we have always held our employees and work to the highest standards, it has been important to formalise our policies into a top-notch system, reflective of our values. ESG is critically important to ePassi and we are proud to be working alongside Bregal to ensure these processes continue to adapt as we scale."

Pekka Rantala

CEO - ePassi

Data privacy 

A strong culture of compliance and business ethics are important to Bregal, and ePassi’s management team is making good progress in further formalising procedures. The company’s main focus has been to enhance GDPR-related documentation, with ongoing work to incorporate compliance and risk-related aspects into the business values, including embedding these policies as part of onboarding for new employees and in annual employee training. ePassi has taken the important step of hiring a Compliance Officer who will build on the current practices to further set up a robust and mature programme.

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Good governance

ePassi’s management team has taken significant steps to establish a regular and structured set of leadership meetings with documented agendas and minutes. 

The team has been diligent in establishing clear decision-making authority per role and function across ePassi, enabling decisions to be made more effectively and without direction from the top of the organisation. The team is ensuring the necessary controls and checks are in place, with clear thresholds and requirements for spend decisions and commercial properties.

Employee engagement and performance management 

ePassi has two HR managers who provide operational HR support across Finland, Sweden and Poland. The team has been working hard to standardise and formalise people management practices across all three countries, covering the full employee scope with a focus on the employee value proposition, engagement of the workforce and management of performance and talent. Formalised engagement measure tools and KPI tracking is underway with the aim to further improve employee motivation and satisfaction.

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Bregal Responsible Investment Report 2019-20

Read the full case study and find out how we championed a responsible investment approach in our 2019-20 report.

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