– Bregal Sagemount closed Fund V at $3.5 billion in capital commitments
– The fund was oversubscribed and closed at its hard cap, up from Fund IV’s $2.65 billion
– Launched in Q4 2025, Fund V was raised in just over four months
– The majority of capital came from returning limited partners, with select new institutional investors joining
– Gene Yoon highlighted strong investor support and said the firm’s flexible capital and value creation model continues to perform across cycles
– Fund V will continue backing durable growth companies with high recurring revenues in end markets driven by secular growth
– Sagemount has been the first institutional capital partner to bootstrapped companies in 80% of its investments
– Shea Goggin emphasized that long-term LP relationships and consistent liquidity delivery enabled a highly efficient raise with strong re-up participation
– The investor base is primarily North American pension funds, insurers, endowments, foundations, and family offices
– The fund also added select institutional LPs from Europe and South America
– Since 2012, Sagemount has raised $11 billion across equity and credit strategies
