Unlock Your PotentialTM
Bertram Capital aims to transform businesses into market leaders.
About Us
Bertram Capital Est 2006
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, complementary 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: $20 – $250M
- EBITDA: $5 – $35M
- Add–ons can be Smaller/Earlier Stage
Transaction Structure
- Preference for Control
- Private Companies or Divestitures
- Management Buyouts
- Shareholder Liquidity Events
Equity Strategy
- Enterprise Value: $50 – $500M
- Platform Equity Check Range: $25 – $250M
- Ample Capital Available for Add–ons
- Low Leverage: ~50 – 70% Equity
Current Investments
Bertram High 5sm
Bertram High Five
Bertram Capital seeks businesses that align well with the Bertram High 5sm, our proprietary, strategic framework for building businesses and can further benefit from our Bertram Labs technology enablement team.
Sales & Marketing Improvements
We aggressively focus on gaining access to new markets, developing new products and instilling best of breed operational practices.
Strengthen Management
We strive to partner with superior management teams, supplement the team to support business needs and ensure we have a shared vision for growth.
Operational Improvement
Reducing costs through supply chain optimization is critical to competing in the global economy. We seek to utilize worldwide production and labor forces as appropriate while maintaining the highest quality products and services.
Leverage Technology & IP
With roots in venture capital, our team has significant expertise in applying technology to accelerate revenue growth, reduce operating costs and create cutting edge product and service offerings. When appropriate, we strategically invest in and expand intellectual property (IP) portfolios for our investments.
Add–on Acquisitions
Our buy & build approach is the foundation for our transformational growth initiatives. We target businesses that operate in fragmented markets where we can effect complementary and accretive acquisitions.
Location
Bertram Labs is a team of uniquely skilled product strategists, software engineers, visual designers, online marketers, and social media experts. As a core Bertram function, they attain unparalleled alignment with portfolio companies' interests. The combination of aligned business purpose and Bertram Labs’ depth of experience results in technology enablement initiatives that are superior to what our portfolio companies were able to achieve prior to Bertram investment.