Bregal Sagemount takes majority stake in ATOZ Services
The Luxembourg-based fund services platform provides SPV, fund administration, and GRC services to over 800 private equity, private credit, and real estate clients, with ATOZ Group and ICG retaining minority stakes.
Takeaways
- ATOZ Services is a fund services platform providing SPV, fund administration, and GRC services.
- Bregal Sagemount and ATOZ Services are classified as a platform transaction.
- The target serves alternative investment managers (private equity, private credit, real estate) across Luxembourg.
Bregal Sagemount has acquired a majority stake in ATOZ Services, a Luxembourg-based fund services platform that provides SPV, fund administration, and governance, risk and compliance services to over 800 private equity, private credit, and real estate clients.
The company has operations in Luxembourg, Morocco, and the United Kingdom, with nearly 300 employees.
The growth investment will fund geographic expansion into new jurisdictions, AI enablement, and service line broadening.
"We at Sagemount are thrilled to support Chafai and the broader senior team's ambitions of scaling into a global leader in the category, underpinned by continued superior client service and bolstered AI investment.
We look forward to leveraging our platform's resources to achieve those ambitions together as partners," added Gurmaan Bhatia, Principal at Sagemount.
The transaction follows other 2026 Bregal Sagemount platform investments in Pandion Optimization Alliance, LSPedia, and Ennov.
ATOZ Group and ICG, the prior owners, will retain minority stakes.
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