Deal Details

ATOZ Services Receives Strategic Growth Investment from Bregal Sagemount

Technology & Services

ATOZ Services, owned by ATOZ Tax Advisers and ICG, strategic growth investment from Bregal Sagemount

Summary

ATOZ Services (“The Company”), owned by ATOZ Tax Advisers and ICG (LSE: ICG), has entered into a definitive agreement to receive a strategic growth investment from Bregal Sagemount. In partnership with ATOZ Group and ICG, Bregal Sagemount will become the majority shareholder of the Company, while ATOZ Group and ICG retain a minority stake. The transaction is subject to regulatory approvals and customary closing conditions. Financial terms of the transaction were not disclosed.

Baird served as exclusive financial advisor to ATOZ Services on this transaction.

About

Founded in 2018 as part of the ATOZ Group, ATOZ Services provides fund-linked special purpose vehicle (“SPV”) 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. The Company employs nearly 300 highly qualified and long-serving staff across its offices in Luxembourg, Morocco and the United Kingdom. ATOZ Services is headquartered in Luxembourg.

Founded in 2004, ATOZ Tax Advisers is a leading independent tax advisory firm offering a comprehensive range of direct and indirect tax solutions, as well as transfer pricing, corporate finance, tax litigation and ESG services, to local and international clients. Over 20 years of long-standing relationships allows ATOZ Tax Advisers to assemble bespoke, multijurisdictional teams, delivering seamless and high-quality tax advice tailored to clients’ needs. ATOZ Tax Advisers operates offices in Luxembourg and in the Middle East. In addition, the group is a founding member of the Taxand network, the world’s largest independent organisation of tax experts with more than 700 tax partners and over 3,000 tax advisors in 54 countries. ATOZ Tax Advisers is headquartered in Luxembourg.

ICG is a global alternative asset manager with $126 billion in AUM (as of 31 March 2026) and more than three decades of experience generating attractive returns. It operates from over 20 locations globally and invests across Structured Capital, Private Equity Secondaries, Private Debt, Credit and Real Assets. ICG partners with management teams, founders and business owners in a creative and solutions-focused approach, supporting them with expertise and flexible capital. ICG is headquartered in London, United Kingdom.

Bregal Sagemount is a leading growth-focused private capital firm with $11 billion of cumulative capital raised. Currently investing out of a $3.7 billion 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 across 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. Bregal Sagemount is headquartered in New York, New York.

Technology & Services

ATOZ Services, owned by ATOZ Tax Advisers and ICG, strategic growth investment from Bregal Sagemount