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Investment Criteria

BERTRAM CAPITAL is actively pursuing investment opportunities in companies that fit within the
following industry and size parameters.  The firm will invest in both majority and minority equity
positions as well as public and private securities.

Industry Focus

  • Business & Financial Services
  • Healthcare Services
  • Manufacturing & Operations
  • Technology

Transaction Structures

  • Management Buyouts
  • Shareholder Liquidity Events
  • Acquisition Financings
  • Growth Financings
  • PIPEs

Company Stage

  • Minimum Revenue:  $20M
  • Minimum EBITDA:  $3M
  • Equity Commitment:  $10M - $70M

 
Investment Philosophy
Investment Criteria
Value-Creation
Deal Referral Program