As a transaction partner, we have a truly differentiated approach to the investment process.

We Close With Certainty:

Bertram Capital has a dedicated debt facility and is not dependant on third-party financing, positioning the firm to close transactions with a high degree of certainty. We have never issued a finance contingency for any transaction we’ve completed.

We Close Quickly:

We have the ability to close within 60 days of LOI.

We Act Like Strategic Buyers:

Our buy and build approach lends itself to fuller platform valuations because our returns are generated through targeted growth initiatives and operational excellence, not financial engineering.

We Don’t Re–trade:

All transactions we’ve completed have been at or above our initial indication of value.

Deal Referral Program

Bertram Capital highly values our buy-side deal referral relationships, which have proven to be a responsive and productive source for high quality investment opportunities. We welcome deal referrals from any individual or entity, including, but not limited to financial intermediaries, business brokers, and professional service providers. Bertram Capital will pay referral fees for introductions to proprietary deal opportunities that result in a transaction. For more information on working with Bertram Capital on deal referrals, please contact Michelle Chao.

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Our Strategy

We have distinguished ourselves in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to enable middle market companies to become market leaders.

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