Bregal Sagemount Closes Fund V at $3.5 Billion Hard Cap

Oversubscribed fund raised in four months

NEW YORK--(BUSINESS WIRE)--Bregal Sagemount (“Sagemount” or the “Firm”), a leading growth-focused private equity firm, today announced the final close of Bregal Sagemount V (“Fund V” or the “Fund”) at $3.5 billion in capital commitments. The Fund was oversubscribed and closed at its hard cap, representing a meaningful increase from Fund IV ($2.65 billion).

Launched in Q4 2025, Fund V was raised in just over four months. Returning limited partners committed the substantial majority of capital to the Fund, while the Firm welcomed a select number of new institutional investors to its close-knit LP base.

“We are grateful for the strong support we received from our existing and new partners in such a highly selective fundraising environment,” said Gene Yoon, Founder and Managing Partner of Bregal Sagemount. “Our approach of providing flexible capital and value creation capability has proven effective across market cycles, and we appreciate the companies and management teams that choose to partner with us. These successful partnerships are what enable the Firm to drive liquidity to our investors, and we are grateful to have earned the trust to manage their capital again in Fund V.”

Fund V will continue Sagemount’s strategy of providing flexible, solution-oriented capital to durable growth businesses with high recurring revenues operating in end markets with uncorrelated secular growth characteristics. The Firm has served as the first institutional capital partner to bootstrapped companies 80% of the time, working collaboratively to accelerate value creation to address the unique needs of successful entrepreneurs.

“Strong LP relationships have always been the foundation of successful fundraising, and that’s especially true when you pursue large, long-term capital allocators vs other regions/segments of the market,” said Shea Goggin, Head of Capital Formation at Bregal Sagemount. “Delivering liquidity and building deliberate relationships over many years enabled an efficient fundraise with exceptional re-up participation. We are humbled by our existing investors’ continued confidence and are pleased to welcome our new institutional partners to Fund V.”

Fund V’s investor base is predominantly North American pension funds, insurance companies, endowments, foundations, and institutional family offices. The Fund also expanded its international investor base, adding select thought-leading LPs in Europe and South America. Since its inception in 2012, Sagemount has raised $11 billion in capital across its equity and credit investment strategies.

Kirkland & Ellis LLP served as legal advisor to Bregal Sagemount.

About Bregal Sagemount:

Bregal Sagemount is a leading growth-focused private capital firm with $11 billion in 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 and data services, financial technology and financial services, digital infrastructure, healthcare IT, and business and consumer services. The firm has offices in New York and Palo Alto. There is no guarantee Bregal Sagemount will be able to implement its investment strategies or achieve its investment objectives. For more information, visit www.sagemount.com or follow us on LinkedIn.