Houlihan Lokey Advises Bregal Sagemount (3)

Transaction: Houlihan Lokey Advises Bregal Sagemount (3)

Houlihan Lokey is pleased to announce that Bregal Sagemount III closed oversubscribed with $1.5 billion of commitments, exceeding its target of $1.35 billion and reaching its hard cap.

Bregal Sagemount (Sagemount) raised $1.5 billion for its third flagship fund, Bregal Sagemount III L.P. and parallel entities (the Fund). The Fund enables Sagemount to continue its proven strategy of providing flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of industries and transaction situations. The Fund was raised with strong support from Sagemount’s existing limited partners and a small group of new relationships.

Founded in 2012, Sagemount is a growth-focused private capital firm with more than $3.5 billion of committed capital. The firm invests $40 million to $200 million per transaction into targeted sectors, including software, digital infrastructure, healthcare IT/services, business, consumer services, financial technology, and specialty finance. Sagemount forms part of Bregal Investments, a global private equity investment firm with investment teams based in New York, London, Munich, and Dallas.

The Houlihan Lokey Private Funds Group served as Sagemount’s exclusive placement agent and advised on the marketing and solicitation of the offering in North America. The Fund successfully exceeded its target and reached its hard cap after marketing to a select group of investors who can grow significantly with the firm going forward. This transaction represents a marquee, competitive win for Houlihan Lokey’s Private Funds Group, and highlights its continued success delivering superior results in a crowded market.

View All Transactions