Bertram Capital is a Northern California-based private equity firm focused on investing in middle-market business services, consumer, industrial, healthcare and technology companies. Bertram is currently investing out of its $500 million second fund and typically allocates $25-$100 million to each investment. Since the firm’s inception, Bertram has managed in excess of $850 million in committed capital and has completed 12 platform investments and 15 follow-on acquisitions.

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.

Bertram is currently investing out of its $500M second fund, Bertram Growth Capital II. 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.