Bertram Capital Director Michelle Chao Winner of Emerging Leader Award

San Mateo, CA

SAN MATEO, Calif., April 12, 2016 – Michelle Chao, Director of Business Development at Bertram Capital, has been recognized by The M&A Advisor as a winner of the 7th Annual Emerging Leaders Awards. The 2016 Award Winners have been chosen from a pool of prominent nominees for their notable accomplishments in business and in service to the community. Evaluation and selection of the nominees was completed by an independent judging panel. The M&A Advisor will host a black tie Awards Gala at the New York Athletic Club in Manhattan on June 10th, to introduce the Emerging Leaders Award Winners to the business community and celebrate their achievements.

“We recognized Michelle's potential when she joined Bertram Capital and have enjoyed watching her develop professionally and move into roles of increasing responsibility,” said Jeff Drazan, Managing Partner.  “The recognition Michelle has achieved through this award is one of many examples of Bertram's commitment to the professional growth of our diverse staff, and more importantly Michelle’s dedication to the profession and her personal development. The Bertram team salutes her achievement.”

Michelle is responsible for deal origination in the western half of the United States and all of Canada.  She manages building deep direct relationships with intermediaries to keep Bertram Capital top of mind and implementing technology initiatives to manage deal flow, relationships and overall business development processes for the firm.

Michelle recognized the private equity industry lacked a platform for women to discuss deal flow, best practices and industry issues.  She subsequently co-founded Women in Finance, a network of mid to senior level women in private equity fostering relationships across the nation with other women in the M&A community. Women in Finance has thrived since 2013, hosting annual events in San Francisco, Los Angeles, Atlanta and New York.

“Michelle has distinguished herself in the private equity business development community as a thought leader who develops innovative programs to differentiate Bertram Capital in the marketplace,” said David Hellier, Partner.  “Her contributions have made her a valued resource to the Bertram deal team, and a highly regarded member of our business development team.”

In addition to Michelle’s professional contributions, she has also been involved with numerous charitable organizations including The Lustgarten Foundation for Pancreatic Research; The Susan G. Komen Foundation for Breast Cancer Research; Larkin Street Youth Services, which provides support for at risk youth in San Francisco; Building Futures Now, a mentorship program for underserved elementary and middle school students in East Palo Alto; and InnVision Shelter Network: First Step for Families, an organization providing support for low-income families.


About Bertram Capital

With over $850 million in committed capital, Bertram Capital is a private equity firm targeting investments in lower middle market companies. By supplying flexible investment capital and committing a wealth of operational and strategic resources to each investment, we make it our core objective to move companies, management teams, and employees toward unlocking their full potential. Visit www.bcap.com for more information.


Media Contact:

David Hellier

Bertram Capital

(650) 358-5000



[1] Awards are for informational purposes only and do not imply or constitute an endorsement by the sponsoring organization.

Past performance has no predictive value and is no indicator of future performance.  This notification shall not constitute an offer to sell or the solicitation of any offer to buy any interests in Bertram Capital or any of the private funds that it advises nor is it intended to be used for marketing purposes to any existing or prospective investor in any jurisdiction.  A solicitation of any offer to buy such interests may only be made at the time a qualified offeree receives a confidential offering memorandum describing the offering and related subscription agreement.  This notification has not been approved or disapproved by the United States Securities and Exchange Commission or any other United States federal or state regulatory authority, and no such commission or authority has passed upon the merits, accuracy or adequacy of this document, nor is it intended that any will.