Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
Investment Criteria:
Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology
Size Characteristics
> Revenue: $25-$250M
> EBITDA: $3-$35M
> Add-ons can be smaller/early stage
Transaction Structures
> Preference for control/Structured Non-Control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events
Equity Strategy
> Enterprise Value: $50-$500M
> Platform equity check range: $10-$250M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity
Disclaimer: http://www.bertramcapital.com/disclaimer
Company Details
- Employees
- 75
- Founded
- -
- Address
- 950 Tower Ln,
- Phone
- 1-650-358-5000
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- bcap.com
- Keywords
- Business Services, Consumer Products & Services, Industrial Manufacturing & Distribution, Technology.
- HQ
- Foster City, California
Bertram Capital Questions
Bertram Capital's helpline number is 1-650-358-5000
Bertram Capital's website is bcap.com
Bertram Capital's LinkedIn profile is https://www.linkedin.com/company/bertramcapital
Bertram Capital has
75 employees.
View email and phone details for 75
employees at Bertram Capital.
Bertram Capital's industry is
Investment Management
Bertram Capital's top competitors are
Perimeter Solutions Group,
Apl Group,
Summit Partners,
Goldman Sachs,
Chinook Capital Advisors,
H.i.g. Capital,
Ares Management Corporation,
Kkr,
Turn/river Capital,
Twin Bridge Capital Partners.
Bertram Capital's categories are Investment Management
Bertram Capital's founding year is 2006
