Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3B 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, complimentary 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/early stage Transaction Structures > Preference for control > Prefer 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 Disclaimer: http://www.bertramcapital.com/disclaimer
View Top Employees from Bertram CapitalWebsite | http://www.bcap.com |
Revenue | $24 million |
Employees | 64 (63 on RocketReach) |
Founded | 2006 |
Address | 950 Tower Ln 1000, Foster City, California 94404, US |
Phone | (650) 358-5000 |
Fax | (650) 358-5001 |
Technologies |
JavaScript,
HTML,
Twitter
+25 more
(view full list)
|
Industry | Investment Management, Finance General, Business Services, Finance, Consumer Products & Services, Industrial Manufacturing & Distribution, Technology |
Web Rank | 8 Million |
Keywords | Bertram Capital, Ryan Craig Bertram, Tom Beerle Bertram, Who Owns Ecs Tuning, The Start Of Ecs Tuning |
Competitors | Freeman Spogli & Co., Frontenac, Glencoe Capital, LLR Partners, Liberty Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies |
Looking for a particular Bertram Capital employee's phone or email?
The Bertram Capital annual revenue was $24 million in 2024.
Jeffrey Drazan is the Managing Director of Bertram Capital.
63 people are employed at Bertram Capital.
Bertram Capital is based in Foster City, California.
The NAICS codes for Bertram Capital are [52, 523, 5239, 52399].
The SIC codes for Bertram Capital are [62, 628].