Bertram Capital

Bertram Capital is a Northern California-based private equity firm focused on investing in middle-market business services, consumer, industrial/manufacturing and technology companies. Bertram typically allocates $25-$100 million to each investment. Since the firm’s inception, Bertram has managed in excess of $850 million in committed capital.

Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to transform middle market companies into market leaders. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering. Instead, the firm is keenly focused on reinvestment to achieve the growth and expansion that will cement a company’s longer term market position and ensure its ultimate success.

Bertram specifically targets situations that offer the opportunity to apply The Bertram Capital High Five sm, a proprietary, strategic framework for facilitating rapid, profitable growth (The High Five principles - Management, Distribution, Intellectual Property, Acquisitions, Outsourcing).

Investment Criteria:

Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology

Size Characteristics
> Revenue: $30-$150M
> EBITDA: $5-$30M
> Add-ons can be smaller/early stage

Transaction Structures
> Preference for control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events

Equity Strategy
> Platform equity check range: $25-$100M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity
> Larger transactions with co-investors


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