Bertram Labs
For Intermediaries
As a transaction partner, we have a demonstrated, differentiated approach to the investment process
WHY BERTRAM CAPITAL FOR INTERMEDIARIES
We close with certainty
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.
We act like strategic buyers
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 close quickly
We generally have the ability to close within 30 days of LOI.
We don’t re-trade
All platform transactions completed to date have been at or above our initial indication of value.
DEAL REFERRAL PROGRAM
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.
Strategy
We have distinguished ourselves in the private equity community
By successfully combining venture capital operating methodologies with private equity financial discipline with the objective of enabling middle market companies to become market leaders.
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