Phil Yates

Phil Yates

Signal active

Partner

Bio

Phil Yates is a Partner at Bregal Sagemount. Prior to this, Phil was with Great Hill Partners from 2003 to 2012 where he focused on growth investments in software and technology-enabled services across the healthcare, payments, business services and consumer verticals. Before Great Hill Partners, Phil was at Carousel Capital, a middle market private equity firm headquartered in Charlotte, NC where he worked on transactions in franchising, healthcare, industrials, and communications. Phil started his career with Deutsche Banc Alex. Brown in the Consumer and Business Services investment banking group. Phil holds a BS in Business Administration with honors from the University of North Carolina at Chapel Hill.

Location

New York, New York, United States, North America

Social

Primary Organization

Bregal Sagemount

Bregal Sagemount

Founded

2012

Investment

65

Lead investment

60

Exits

33

Employees

51-100

Industry

Financial Services, Venture Capital, Finance, FinTech

Jobs history

1

Bregal Investments

Founder

Invalid date - Current

Board and Advisor Roles

0

N/A

Invest in regions

Profile Resume

Phil Yates is the Partner at Bregal Sagemount, based in New York, New York, United States, North America. With a background in Financial Services, Phil Yates has a rich history of leadership and innovation. Explore their detailed professional journey, key connections, and contributions to the industry on our platform.

Recommendation from your interest

N/A

Investment portfolio

N/A

Number of investment

1

Number of exits

0

Personal investment

0

There is no personal investment available on this profile

Partner investment

7

Annouced DateOrganization NameFunding RoundInvestor NameMoney Raised
May 30, 2018
GPS Insight GPS Insight
Private Equity Round - GPS Insight
GPS Insight Bregal Sagemount
0
Jul 08, 2019
Buyers Edge Platform Buyers Edge Platform
Private Equity Round - Buyers Edge Platform
Buyers Edge Platform Bregal Sagemount
0
Jun 21, 2021
Dentalxchange.com Dentalxchange.com
Series A - Dentalxchange.com
Dentalxchange.com Bregal Sagemount
110.8M
Dec 14, 2021
Transflo Transflo
Private Equity Round - Transflo
Transflo Bregal Sagemount
0

Exits

0

There is no exit available on this Profile

Invest in industries

Recent Activity

There is no recent news or activity for this profile.