Bertram Capital has a dedicated debt facility and is not dependent on third-party financing, positioning the firm to close transactions with a high degree of certainty.
Our buy and build approach, anchored by Bertram Labs, lends itself to fuller platform valuations because our returns are generated through targeted growth initiatives, technology enablement and operational excellence, not financial engineering.
We generally have the ability to close within 30 days of LOI.
All platform transactions completed to date have been at or above our initial indication of value.
Bertram Capital highly values our buy-side deal referral relationships. We welcome deal referrals from any individual or entity, including, but not limited to financial intermediaries, business brokers, and professional service providers.
Bertram Capital has paid above-market referral fees for introductions to proprietary deal opportunities that resulted in a transaction. For more information on our referral program, please contact the Business Development Team.