Bregal Milestone

We are very proud to announce that Ian Kwok has been named one of GrowthCap’s Top Software Investors for 2024. Growth Cap selected the winners based on the “nominee’s overall career, breadth of investing experience, capability for scaling companies, recent investments made and exited, as well as character, among other factors.” Please join us in congratulating Ian! Read the full announcement: https://lnkd.in/eCJfmTAK

Tomorrow, Co-Founder and Managing Partner of Bregal Milestone, Cyrus Shey, will join industry colleagues at the Markets Group 7th Annual PE Europe Forum. Cyrus will be discussing his experience navigating middle market investing, touching on the importance of Milestone’s portfolio management and value creation initiatives that have helped their team drive top decile returns. We hope to see many of you tomorrow in London!   Click here to learn more: https://lnkd.in/grkBBfa4

We are very excited to announce our acquisition of a majority interest in M-Files, a leader in knowledge work automation that utilizes the power of GenAI to help boost the performance of knowledge workers by automating the entire process, from document creation and management to workflow automation, external collaboration, enterprise search, security, compliance, and audit trails, alongside Haveli Investments. “Over recent years, we have witnessed M-Files grow into a market leader and use industry-leading GenAI to revolutionize the way knowledge work is automated. We are thrilled to continue the next phase of growth that aims to take M-Files to the next level and build a GenAI leader.” - Ian Kwok, Managing Director. Learn more about Milestone: https://lnkd.in/e_-ku7yt

It was a busy first half of the year for the team at Bregal Milestone!

At Bregal Milestone, we have enjoyed an active and successful first half of 2024 across multiple fronts. We have seen successful exits, made new investments, and celebrated our team members and firm for recognition in industry awards and rankings. Additionally, we were grateful to welcome our investors and portfolio company CEOs to Lisbon for our Executive Summit, where we shared knowledge and insights on addressing key headwinds and tailwinds in their sectors. We wish you an enjoyable summer and look forward to sharing our updates for the months ahead. Learn more about Bregal Milestone: https://lnkd.in/e_-ku7yt

We are excited to share the release of Bregal Investments’ 2023 Responsible Investment Report. Responsible Investing is at the core of the Milestone approach, integrated throughout our investment processes and ownership practices. This report highlights Milestone’s business and responsible investing achievements from 2023 and showcases a case study on our portfolio company, InfoCert - Tinexta Group, which discusses the improvements and achievements made in product impact and transparency, employee engagement, climate change initiatives, and social impact.   Discover more about our progress and key highlights from 2023 by reading the full report: https://lnkd.in/dW3rb8Je

We are delighted to see the dedication and success of the Bregal Milestone team being recognised, with John Hales named in the Real Deals Future 40 Mid-Market Investment Leaders 2024 list. Created in association with Finatal, the list identifies investment professionals who “deliver successful outcomes for their firms and investors" and are "significant contributors to the private equity community". Congratulations John! See the full list: https://lnkd.in/eBbrteix About Bregal Milestone: https://lnkd.in/e_-ku7yt

Bregal Milestone is excited to be attending SuperReturn International 2024 in Berlin next week. Our team on the ground, Milestone’s Co-Founders, Cyrus S. and Philippe Lautenberg, alongside Milestone’s Head of Capital Formation, Alexander Odysseos, look forward to meeting and connecting with you there!   About Bregal Milestone: https://lnkd.in/e_-ku7yt More on SuperReturn International: https://lnkd.in/eXS9cFm

We are proud to share that our portfolio company, Allshares, has acquired Aktieinvest Incentives, a leading provider of share plan and equity incentive administration for business customers in Sweden. Following the acquisition, Aktieinvest Incentives will fully integrate with Allshares’ state-of-the-art equity plan administration platform.   John Hales, Managing Director at Bregal Milestone, commented, "The acquisition of Aktieinvest Incentives is a testament to our commitment to this vision, as it strengthens our position as a leader in the Nordic region and reinforces our ability to deliver exceptional value to leading companies. We are thrilled to welcome Aktieinvest Incentives to the Allshares family and look forward to leveraging our combined strengths to deliver distinctive compensation solutions."   Read the press release here: https://lnkd.in/eKF7pXrj  Find out more about Bregal Milestone: https://lnkd.in/e_-ku7yt

We are pleased to announce that our portfolio company, Allshares, has acquired Novare Pay (to be Allshares), a European compensation services provider with a strong Nordic heritage. The transaction will strengthen Allshares' capabilities across compensation data and analytics, incentives, and governance.   Cyrus S., Co-Founder and Managing Partner of Bregal Milestone commented, “Leveraging Novare Pay's specialized expertise in pay, remuneration, and compensation, alongside its client-centric approach, this partnership will help propel Allshares to new heights across Europe, re-affirming their steadfast commitment to delivering leading compensation solutions that drive high performance for both private and publicly listed customers.”   Read the press release here: https://lnkd.in/dhWja43M Find out more about Bregal Milestone: https://lnkd.in/e_-ku7yt