Announced
Financials
Sources
Tags
Acquisition
United States
Private Equity
Software
Private
application software
Pending
Friendly
Single Bidder
Minority
Synopsis
Bregal Sagemount, a growth-focused private capital firm, is set to invest in SurePrep, the provider of tax automation software and software-powered services to the professional tax return preparation market. Financial terms were not disclosed. “SurePrep has a large white space opportunity ahead of it. Its unique solutions drive meaningful value for accounting and wealth management firms, and we look forward to working with the SurePrep team on product and market growth initiatives,” Pavan Tripathi, Bregal Sagemount Principal.
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