Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to enable middle market companies to become market leaders. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and expansion that will solidify a company’s longer‐term market position. Our goal is to empower middle market companies to unlock their full business potential.
Bertram Capital pursues investments where our value-added technology and operating capabilities, in partnership with our portfolio companies, result in market leading businesses. We operate with a focused investment approach, seeking to construct a portfolio of 9-12 platform companies per fund with approximately 50% of the capital allocated to the initial platform investment and the remainder reserved for follow-on acquisitions. Our process enables us to work closely with management and apply our complement of resources, providing the strategic support necessary to facilitate rapid, profitable growth.
We specifically seek businesses that align well with The Bertram Capital High 5sm, our proprietary, strategic framework for building businesses and 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.