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Jack Berlin
Business & Economics
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<p> Private Capital for Growth Companies Who We Are Our mission is to provide flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. We are investing out of Bregal Sagemount I, LP, a fund with $650 million of committed capital and one of the largest debut funds in the growth segment. ï® A Pure Focus on Growth: We support market-leading companies in growth industries ï® Flexible, Solution-Oriented Capital: We provide capital structured to fit the needs of growth companies ï® Domain Expertise: We are domain experts in the industries in which we seek to invest ï® A Collaborative, Partner Mentality: We partner with exceptional management teams to build value Investment Situations Industry Focus Investment Parameters We have the ability to acquire and/or invest highly flexible capital into growth companies for a variety of situations and uses, including: ï® Growth capital ï® Capital for acquisitions ï® Buyouts, including management buyouts, take-privates, divisional carve-outs, and divestitures ï® Shareholder liquidity / recapitalizations We focus on industries with strong secular tailwinds and companies with recurring revenue streams: ï® Software: SaaS, enterprise, Internet ï® Business and Consumer Services: B2B, B2C, eCommerce ï® Digital infrastructure: Towers, data centers, hosting and cloud services ï® FinTech / specialty finance: Payments, specialty finance, asset management ï® Healthcare IT / Services: Healthcare services, IT, outpatient / outsourcing Our investments typically have the following characteristics, although we will consider exceptional opportunities that do not fit this profile: ï® Investment size: $8-150mm ï® Structures: Common or preferred equity; senior or subordinated debt ï® Role: Control or non-control; typically lead investor ï® Metrics: Recurring or re-occurring revenue model ($15mm+), growth (10%+), and profitability (corporate or unit-level) Contact Information Gene Yoon Managing Partner 212-704-5375 gene.yoon@sagemount.com Daniel Kim Partner 212-704-5379 daniel.kim@sagemount.com Phil Yates Partner 212-704-5377 phil.yates@sagemount.com Clayton Main Partner - Head of Credit 212-704-5372 clayton.main@sagemount.com Curt Witte Head of Portfolio Ops. 212-704-5390 curt.witte@sagemount.com Adam Fuller Vice President 212-704-5381 adam.fuller@sagemount.com Blair Greenberg Vice President 212-704-5386 blair.greenberg@sagemount.com Michael Kosty Vice President 212-704-5380 michael.kosty@sagemount.com Pavan Tripathi Vice President 212-704-5383 pavan.tripathi@sagemount.com Matt Koven Senior Associate 212-704-5384 matt.koven@sagemount.com Kirk Smith Senior Associate 212-704-5382 kirk.smith@sagemount.com Jaskaran Heir Associate 212-704-5385 jaskaran.heir@sagemount.com Arjun Mehta Associate 212-704-5389 arjun.mehta@sagemount.com Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com Current Investments Prior Investments Bregal Sagemount | 277 Park Avenue, 29th Floor, New York, NY 10172 | 212-704-5370 (main) | sagemount.com </p>
