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Value Creation

BERTRAM CAPITAL pursues investments where its hands-on operational focus and engagement can yield dramatic results.  The firm specifically targets situations that afford the opportunity to employ one or more of the following strategies:

  • Broadening distribution channels and operational capabilities
  • Supplementing management to strengthen and enhance leadership
  • Reducing costs through outsourcing and operational improvements
  • Expanding & bolstering a company’s intellectual property (IP) portfolio
  • Effecting complementary and accretive acquisitions

 

 
Investment Philosophy
Investment Criteria
Value-Creation
Deal Referral Program