Bertram Capital

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, 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-$100M
Ample capital available for add-ons
Low leverage: ~ 50-70% equity

Disclaimer: http://www.bertramcapital.com/disclaimer