Unlock Your Potential tm Bertram Capital aims to transform businesses into market leaders. VIEW PHILOSOPHY FOR BUSINESSES We partner with business owners and management teams with the goal of building industry-leading companies. MORE FOR INTERMEDIARIES We value our intermediary relationships for investment opportunities and sell-side advisory. MORE ABOUT US BERTRAM CAPITAL EST 2006 Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B 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. INVESTMENT CRITERIA INDUSTRY FOCUS Business Services Consumer Industrial/Manufacturing Technology SIZE CHARACTERISTICS Revenue: $20 – $250M EBITDA: $5 – $35M Add–ons can be Smaller/Earlier Stage TRANSACTION STRUCTURE Preference for Control Private Companies or Divestitures Management Buyouts Shareholder Liquidity Events EQUITY STRATEGY Enterprise Value: $50 – $500M Platform Equity Check Range: $25 – $250M Ample Capital Available for Add–ons Low Leverage: ~50 – 70% Equity CURRENT INVESTMENTS Exited VIEW PORTFOLIO BERTRAM HIGH 5sm BERTRAM HIGH FIVE Bertram Capital seeks businesses that align well with the Bertram High 5sm, our proprietary, strategic framework for building businesses and can further benefit from our Bertram Labs technology enablement team. LEARN MORE LEADERSHIP VIEW TEAM LOCATION Bertram Capital 950 Tower Lane, Suite 1000, Foster City, CA 94404 Keyboard shortcuts Map data ©2021 Terms of Use Report a map error Bertram Labs is a team of uniquely skilled product strategists, software engineers, visual designers, online marketers, and social media experts. As a core Bertram function, they attain unparalleled alignment with portfolio companies' interests. The combination of aligned business purpose and Bertram Labs’ depth of experience results in technology enablement initiatives that are superior to what our portfolio companies were able to achieve prior to Bertram investment. See What Bertram Labs is Working On Now >> © 2021 Bertram Capital Management, LLC. All Rights Reserved. | Legal / Privacy 1. Employee of Bertram Labs, LLC 2. Past performance is no guarantee of future results Bertram Capital Management, LLC 950 Tower Lane, Suite 1000, Foster City, CA 94404 p: 650.358.5000 | f: 650.358.5001