Contact

Value creation

Bregal Sagemount was founded not just to invest in growing companies, but to help companies grow.

Value creation
Value creation Responsible investing Case studies and thought leadership
Video still of office

Bregal Sagemount was founded not just to invest in growing companies, but to help companies grow.

Aerial image of cityscape
Video still of two people working

Insights

Insights
Insights Big Exit 2023 SurePrep case study Growth Factors Critical Start case study Procure Analytics case study Big Exit 2022 ESG At Sagemount What Differentiates Sagemount? Adreima case study Big Exit 2021 Open Lending case study Truckstop.com case study Steele Compliance case study Discovery Data case study RDX case study TradeGlobal case study Big Exit 2024 Buyers Edge case study

Phil Yates Profile Image

Phil Yates

Partner

Bregal Sagemount
Email Phil
Connect via LinkedIn

Phil Yates

Partner

Phil Yates is a Partner at Bregal Sagemount. Prior to joining Bregal Sagemount, Phil was with Great Hill Partners from 2003 to 2012 where he focused on growth investments in software and technology-enabled services across the healthcare, payments, business services and consumer verticals. Before Great Hill Partners, Phil was at Carousel Capital, a middle market private equity firm headquartered in Charlotte, NC where he worked on transactions in franchising, healthcare, industrials, and communications. Phil started his career with Deutsche Banc Alex. Brown in the Consumer and Business Services investment banking group.

Phil holds a BS in Business Administration with honors from the University of North Carolina at Chapel Hill.

Meet the full team

Portfolio

All companies

Related