Bertram Management
Bertram Capital is a private equity firm based in Foster City, CA, specializing in investments in lower middle market companies across various industries, leveraging proprietary processes and in-house technology to drive growth.
Company Overview
Bertram Capital is a private equity firm based in Foster City, CA, focused on lower middle market investments. Established in 2006, the firm has raised over $3 billion in capital commitments. Bertram Capital targets companies with enterprise values between $50 – $500 million, which includes private companies, divestitures, management buyouts, and shareholder liquidity events.
Investment Strategy
Bertram Capital employs an operationally-focused value creation strategy called Bertram High 5℠. The firm targets companies with revenue of $20 – $250 million and EBITDA of $5 – $35 million. They prefer control transactions and utilize a 'buy and build' strategy to expand geographic presence and service capabilities. Bertram Capital also integrates Bertram Labs, a technology team that enhances growth through digital marketing, big data analytics, and software development.
Industries of Focus
Bertram Capital invests across several industries including Business Services, Consumer, Industrial/Manufacturing, and Technology. The firm has a dedicated debt facility, which allows it to operate independently of third-party financing. Their portfolio includes diversified companies such as AFC Industries, Lectric Ebikes, and Cogency Global, focusing on sectors from electric mobility to performance fabrics and outdoor furniture.
Notable Investments
Bertram Capital has made significant investments in companies like Solo Stove, concentrating on brand and marketing acceleration, and Flow Control Group, to expand geographic and service capabilities. Other key investments include Spectrio, with a focus on software development, and Ridgeline Roofing & Restoration, emphasizing residential re-roofing services. Bertram also supports growth through add-on investments in portfolio companies such as AFC Industries' acquisitions of Cline Tool and TFC.
Community Engagement
Bertram Capital is active in community support, contributing to organizations such as Peninsula Bridge, SF Marin Food Bank, and myteam.org. They maintain a positive environment that values individual and collective contributions, underlining their commitment to both corporate success and community engagement.