Bertram Capital
Foster City, Californiabertramcapital.com
Overview
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B 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.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Ridgeline Roofing & Restoration | Jan 2024 | Private Equity | Lead |
| Tactacam | May 2023 | Buyout/LBO | Lead |
| AFC Industries | Apr 2021 | Buyout/LBO | Lead |
| Aperture Pet & Life | Feb 2021 | Private Equity | Lead |
| Lectric eBikes | Jan 2021 | Growth Equity | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.