FOSTER CITY, Cali. / NASHVILLE, Tenn. – April 1, 2025
BluWave, the Business Builders’ Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, today announced Bertram Capital as a 2025 Top PE Innovator Award winner*.
BluWave’s fourth annual Top Private Equity Innovator Awards recognize the top 2% of private equity firms that differentially embrace proactive due diligence, transformative value creation, modern private equity firm operations and corporate citizenship practices.
“We built Bertram Labs because we believe technology innovation is a key enabler of a sustainable value creation strategy. This approach has allowed us to differentiate by deploying cutting-edge technologies and practices, which fosters new growth opportunities in our portfolio companies," said David Hellier, Partner at Bertram Capital. "We are honored to be recognized as a top innovator private equity firm by BluWave for the second year in a row. Our heartfelt thanks go to Sean Mooney and the entire BluWave team for this acknowledgment.”
The Top Private Equity Innovator awardees were selected by across-functional committee that assessed candidates in consultation with abroad universe of limited partners, investment bankers, industry thought leaders and service providers in the private equity ecosystem. As part of their selection process, the committee evaluated more than 6,000 private equity firms and utilized more than 75 different factors, incorporating more than 400,000data points.
“The 2025 top private equity innovators are providing differential leadership in the world of business,” said Sean Mooney, founder and CEO of BluWave. “Their innovative practices are strengthening companies, creating jobs and catalyzing our economy.”
The Top Private Equity Innovator Awards are distinctive in that they involve no financial obligations from any participants and the selection process is independent of any customer relationships.
As the go-to connector of private equity-grade resources for due diligence and value creation needs of the business builders of PE, BluWave has a one-of-a-kind perspective that enables it to uniquely understand best practices and innovation in the private equity industry. For further information on the BluWave 2025 Top Private Equity Innovator Awards, including the selection process, selection criteria and recipients, please visit bluwave.net/awards.
About Bertram Capital
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4.0B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital seeks to leverage 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 aims to drive growth and value through digital marketing, e-commerce, big data and analytics, application development, and internal and external platform optimization. Bertram Capital V focuses on control investments in business services, consumer and industrial sectors with north of$7.5M of EBITDA. Bertram Ignite I focuses on control and non-control investments in business services, consumer and industrial sectors with a minimum of $3M of EBITDA.
About BluWave
BluWave is the Business Builders’ Network for private equity-grade service provider needs. The company’s market network platform combines AI, technology, and data with concierge-like consultative support to expertly connect businesses with differential providers across due diligence, value creation, and prep for sale. The BluWave Vetted™ network is an invite-only, pre-certified ecosystem of top-tier service-providing groups, independent consultants, and interim executives. Based in Nashville, Tenn., BluWave ranks as one of America’s fastest-growing companies and today serves many hundreds of leading private equity firms and thousands of proactive companies.
Visit BluWave.net to learn more.
Disclaimers:
* BluWave’s Top Private Equity Innovator awards is a program designed by BluWave, LP. Bertram Capital did not apply or pay a fee to be considered for, or publicize, this award. Winning firms are selected independently by BluWave based on a firm’s ESG policies, value creation strategies, firm operations, and due diligence practices. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated adviser does not ensure that an investor or prospective investor will experience a higher level of performance or results. This award is not to be construed as indicative of Bertram Capital’s future performance and should not be construed as an endorsement of Bertram Capital by BluWave, LP. Bertram was not involved in the selection for the award. However, to accept the award, Bertram Capital submitted the applicable BluWave survey. This award represents information as of February 2025 and may not reflect important information related to an evaluation of the investment adviser which has occurred prior to, or subsequent to, the award. The period of measurement for this award is the entirety of 2024 and the award was announced February 25, 2025.
BluWave, LP has not received investment capital from and holds no ownership interest in the PE firms evaluated or recognized under the PE Innovator awards program. BluWave received no compensation from any of the PE firms in connection with this awards program. BluWave, however, may otherwise provide services to the PE firms and/or portfolio companies, but BluWave confirms that its assessment of the PE firms was independent of any such service arrangements. Top 2% in the PE industry is based on BluWave’s review of the more than 6,000 PE firms in the U.S. and Canada, from which the private equity firms were selected as award recipients.
