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<\/a><\/a>\nFounded in 2018 as part of the ATOZ Group, ATOZ Services provides fund-linked special purpose vehicle (\u201cSPV\u201d) services, fund administration, and fund governance, risk and compliance services. The Company has built long-standing relationships with leading alternative investment managers through deep technical expertise, senior-level accessibility and an understanding of complex regulatory requirements. Today, ATOZ Services serves more than 800 private equity, private credit and real estate clients.<\/p>
\nATOZ Services has continued to broaden its capabilities as clients seek more integrated support across the fund lifecycle. In addition to its original core in fund-linked SPVs, the Company expanded its regulated fund administration capabilities, established a client-facing presence in the United Kingdom and strengthened its Fund GRC offering. The partnership with Sagemount will support further growth through organic initiatives, including further investment in AI enablement, adding additional geographic jurisdictions, and broadening ATOZ Services\u2019 capabilities.<\/p>
\n\u201cThis investment marks an important milestone for ATOZ Services and builds on the platform we have developed over the past eight years as a standalone entity,\u201d said Chafai Baihat, CEO of the Company. \u201cOur approach has always been grounded in technical quality, high customer engagement and a close understanding of our clients\u2019 complex needs. We are excited to partner with the Sagemount team as we continue investing in our people and AI, expanding into new markets and further strengthening the services we provide.\u201d<\/p>
\n\u201cATOZ Services has built a differentiated position in the Luxembourg fund services market, with best-in-class retention and client advocacy that come from high-quality service,\u201d said Gene Yoon, Managing Partner at Sagemount. \u201cWe look forward to partnering with Chafai and the team to support ATOZ Services\u2019 expansion across new markets and service lines, and to build on the strong platform they have created.\u201d<\/p>
\n\u201cWe at Sagemount are thrilled to support Chafai and the broader senior team\u2019s 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\u2019s resources to achieve those ambitions together as partners,\u201d added Gurmaan Bhatia, Principal at Sagemount.<\/p>
\nFatah Boudjelida and Keith O\u2019Donnell, CEOs of ATOZ Group, added \"This is an exciting milestone for ATOZ Services. ATOZ Group is truly honored to welcome Sagemount as majority investors into ATOZ Services business to support the next phase of the growth journey, and we are keen to maintain and develop the ATOZ Services relationship with ATOZ Group.\"<\/p>
\nMark Piasecki, Managing Director at ICG, added: \u201cIt has been a privilege to support ATOZ Services through a highly successful period of growth, service line expansion and internationalization. There is significant future headroom and ICG is therefore delighted to be continuing to support Chafai and the team on its growth journey with Sagemount.\u201d<\/p>
\nGoodwin Procter LLP served as legal counsel to Sagemount. Baird acted as the exclusive financial advisor to ATOZ Services, who were also represented by A&O Shearman.<\/p>
\nThe transaction is subject to regulatory approvals and customary closing conditions.<\/p>
\nAbout ATOZ Services<\/b><\/p>
\nATOZ Services<\/a> was formed in 2018 as part of the ATOZ Group, which itself was founded in 2004 with the creation of ATOZ Tax Advisers<\/a>, now one of the leading Luxembourg tax firms. ATOZ Services<\/a> provides a full suite of fund administration, corporate and tax compliance services to alternative funds and corporate clients. Services include corporate administration, domiciliation & accounting, fund administration, and tax reporting. The company employs nearly 300 highly qualified and long-serving staff across its offices in Luxembourg, Morocco, the United Kingdom. For more information, visit www.atoz-services.lu<\/a>.<\/p> \nAbout ATOZ Tax Advisers<\/b><\/p> \nATOZ Tax Advisers is a high-end independent advisory firm based in Luxembourg offering a comprehensive and integrated range of tax and corporate finance services. We advise on and deliver solutions for sophisticated local and global professional clients. Our team has in-depth experience of serving demanding businesses and institutional clients in need of tailor-made advice. ATOZ is the Luxembourg member of Taxand<\/a>. Taxand focuses on delivering high quality, integrated tax advice, free from time consuming audit conflicts. Taxand advisers work together to deliver global tax services for clients. For more information visit our website www.atoz.lu<\/a> or follow us on LinkedIn<\/a>.<\/p> \nAbout Bregal Sagemount<\/b><\/p> \nBregal Sagemount is a leading growth-focused private capital firm with $11 billion of cumulative capital raised. Currently investing out of a $3.7bn Fund V, the firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount has invested in over 90 companies in a variety of sectors, including software, data & information services, financial technology & services, digital infrastructure, healthcare IT, and business & consumer services. The firm has offices in New York and Palo Alto. For more information, visit www.sagemount.com<\/a> or follow us on LinkedIn<\/a>.<\/p> \nAbout ICG<\/b><\/p> \nICG (LSE: ICG) is a global alternative asset manager with $126bn* in AUM and more than three decades of experience generating attractive returns. We operate from over 20 locations globally and invest our clients' capital across Structured Capital; Private Equity Secondaries; Private Debt; Credit; and Real Assets. Our exceptional people originate differentiated opportunities, invest responsibly, and deliver long-term value. We partner with management teams, founders, and business owners in a creative and solutions-focused approach, supporting them with our expertise and flexible capital. For more information visit our website<\/a> and follow us on LinkedIn<\/a>.\n \nATOZ<\/b> \nBregal Sagemount<\/b>