Investment
Criteria
BERTRAM CAPITAL is actively pursuing investment opportunities in companies that fit within the following industry and size parameters. Because the firm is not dependant on third party financing, we are uniquely positioned to execute transactions in a timely manner with a high degree of certainty. To date, Bertram Capital has been successful in closing all of our platform transactions and nearly all of our add-on acquisitions within 30 days of signing the LOI.
Industry
Focus
- Business Services
- Healthcare
- Manufacturing & Operations
- Aerospace
- Cleantech
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Transaction
Structures
- Management buyouts
- Shareholder liquidity events
- Public or private companies
- Corporate divestitures
- PIPES
- Strong preference for control position
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Company
Stage
- Revenue: $20 - $150M
- EBITDA: $5 - $25M
- No minimums for add-ons
- Equity Commitment: $20M - $90M
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