INVESTMENT PHILOSOPHY

BERTRAM CAPITAL strives to bring traditional venture capital operating methodologies and private equity financial sophistication to the lower middle market.  This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow.  Instead, the firm is keenly focused on reinvestment to achieve the growth and expansion that will cement a company’s longer term market position and ensure its ultimate success.