Bregal Sagemount, a private equity firm based in New York, agreed to acquire a majority stake in ATOZ Services, a Luxembourg-based fund services platform. The acquisition will see Bregal Sagemount partnering with existing shareholders who will retain minority holdings.
| Acquirer | Bregal Sagemount (US, NY) |
|---|---|
| Target | ATOZ Services (LU) |
| Deal Value | Undisclosed |
| Type of Deal | Majority Stake Buyout |
| Close Date | Not disclosed |
| Announcement Date | 2026-01-00 |
| Buy-Side Financial Advisors | Jefferies, Aicardi & Partners |
| Sell-Side Financial Advisors | Morgan Stanley, Piper Jaffray & Co. |
| Buy-Side Legal Advisors | Skadden Arps Slate Meagher & Flom, Proskauer Rose, Goodwin Procter |
| Sell-Side Legal Advisors | A&O Shearman |
Deal Mechanics
Bregal Sagemount has entered into an agreement to take control of ATOZ Services, a provider of SPV services, fund administration and governance, risk and compliance solutions. The deal will position the company for further international expansion, AI initiatives, additional service capabilities, and continued acquisition-led growth.
Strategic Rationale
The investment by Bregal Sagemount is designed to accelerate ATOZ Services' global reach while enhancing its technological offerings through artificial intelligence. The partnership with existing shareholders ensures continuity in management and strategic direction, aligning interests across stakeholders for long-term value creation.
Financial Context
The financial details of the transaction are not disclosed, reflecting the private nature of a majority stake acquisition rather than a full buyout or IPO. ATOZ Services has been growing steadily since its foundation in 2018 and serves over 800 clients across various sectors including private equity, private credit, and real estate.
Advisors
The deal was advised by Jefferies and Aicardi & Partners on the buy-side and Morgan Stanley alongside Piper Jaffray & Co. on the sell-side for financial guidance. Legal support came from Skadden Arps Slate Meagher & Flom, Proskauer Rose, Goodwin Procter (buy-side) and A&O Shearman (sell-side).
Outlook
The acquisition is expected to bolster ATOZ Services' market position as it seeks to innovate through AI technologies and expand its client base internationally. Bregal Sagemount’s commitment will underpin the company's growth ambitions, setting a foundation for strategic expansion in emerging markets.