Bregal Sagemount Announces Strategic Growth Investment in Optima Partners
Summary
NEW YORK, July 12, 2022--(BUSINESS WIRE)--Bregal Sagemount ("Sagemount"), a leading growth-focused private equity firm, today announced a strategic growth investment in Optima Partners Holdings ("Optima" or the "Company"), a leading provider of specialized compliance advisory services to the investment management industry in the United States, United Kingdom, and Hong Kong.Headquartered in New York City, Optima provides clients with a broad suite of outsourced compliance services to help them remain compliant with relevant regulatory bodies and major regulatory and legislative regimes. "As regulation continues to evolve on a global scale and investors become ever more demanding, having effective regulatory compliance systems and controls is not just a necessity, but a marketing tool for a successful investment business," said Jonathan Saxton, Founder and CEO of Optima. SVB Securities served as financial advisor to Sagemount.Optima is a leading global regulatory compliance and risk management advisory firm providing services tailored to clients individual needs. The firm currently advises approximately 1,000 clients across its global offices in New York, London, San Francisco, Chicago, Miami, and Hong Kong. Bregal Sagemount has invested in over 60 companies in a variety of sectors including software, financial technology & specialty finance, digital infrastructure, healthcare IT, and business & consumer services.