Bertram Capital aims to transform
businesses into market leaders.
Bertram’s Flagship Fund intends to continue its investment strategy of acquiring primarily control positions in under-optimized lower middle-market companies with north of $7.5M of EBITDA, while Bertram’s Ignite Fund intends to pursue an investment strategy of acquiring control and/or non-control positions in under-optimized companies with a minimum of $3.5M of EBITDA.
Bertram will strive to transform these companies into faster-growing market leaders that are attractive to financial and strategic acquirers.
Since its inception in 2006, the firm has raised over $4B 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.
Bertram Capital enjoys working in a positive environment centered around recognizing individual and collective contributions. We are focused on maintaining the firm’s great culture by promoting open communication, collaboration, and a shared vision in supporting great management teams and businesses.
Our proprietary, strategic framework for building businesses, which can further benefit from our Bertram Labs technology enablement team.
We pursue opportunities to broaden distribution, develop new products and services and expand into new geographies, vertical segments and channels for our portfolio companies.
We strive to partner with proven management teams, supplementing the team as needed to support business initiatives and ensure we have a shared vision for growth.
Our buy and build approach is the foundation for our transformational growth initiatives. We target businesses that operate in fragmented markets, where we can effect acquisitions that contribute greater scale and stability, market expansion and enhanced strategic relevance.
Through our in-house technology team, Bertram Labs, 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.
We partner with management to generate cost savings, improve customer satisfaction and increase wallet share through improved performance and expand capacity to support sales growth.
