With over $850 million in capital under management, Bertram Capital is a private equity firm targeting investments in lower middle market companies. By supplying flexible investment capital and committing a wealth of operational and strategic resources to each investment, we make it our core objective to move companies, management teams, and employees toward unlocking their full potential.

Partnering with management, we strive to transform businesses into market leaders through strategic acquisitions, operational improvement initiatives and aggressive business development efforts. By employing The Bertram Capital High 5sm, a systematic, proprietary approach to business building, we enable companies to unlock their full potential. The result: broader capabilities, faster growth, and dramatically improved profitability.

 Investors in Bertram Capital’s funds include major financial institutions, funds of funds, university endowments, charitable foundations, corporate pension funds, state pension funds and sovereign wealth funds spanning the globe.