A Differentiated Value Creation Approach That Transcends Capital < Back WHY BERTRAM CAPITAL FOR BUSINESSES RECAPITALIZE FOR GROWTH We seek to align our capital, technology and resources with your team to maximize growth and value creation FAMILY SUCCESSION OR BUYOUT We align our resources to help you realize your company’s full value and expand upon the legacy you have built CORPORATE CARVE–OUT We have the core capabilities to efficiently transact and quickly extract a corporate division BERTRAM CAPITAL PARTNERING Bertram Capital partners with owners and management teams to transform their companies. We are particularly attracted to businesses in growing markets that have built a solid framework to support expansion, but have not yet realized the business’s full potential. Whether you’re a business owner or management team seeking a partner to grow your business, an owner planning to sell all or part of your business or a corporation divesting a non-core asset, we have differentiated transactional and operational solutions that distinguish us from alternative capital sources. THE BERTRAM CAPITAL ADVANTAGE VALUATION Buy and build approach lends itself to fuller valuations for high quality businesses SPEED Most platform investments have closed within 45 days of LOI CERTAINTY Dedicated debt facility supported by our industry track record, enables us to close transactions with no financing contingencies WE HAVE DISTINGUISHED OURSELVES 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. MORE ON STRATEGY READY TO UNLOCK YOUR POTENTIAL? SUBMIT CASE STUDIES BUSINESS SERVICES CASE STUDY: SPIREON Bertram Capital employed The Bertram Capital High 5sm to build a leading provider of vehicle analytics and telematics solutions to the automotive and commercial transportation sectors. CONSUMER CASE STUDY: PAULA'S CHOICE Bertram Capital employed The Bertram Capital High 5sm to build a unique content-driven ecommerce platform offering innovative skin care and cosmetics. INDUSTRIAL CASE STUDY: EDI Bertram Capital employed The Bertram Capital High 5sm to build a highly engineered manufacturer of plastic processing equipment © 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