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Bertram Capital Increases Inaugural Buyout
Fund to $350 Million

Palo Alto, CA, July 23, 2007 – Bertram Capital, a private equity firm headquartered in Palo
Alto, California, announced the closing of an additional $100 million for its inaugural fund,
Bertram Growth Capital I. With this addition, Bertram Capital now has $350 million in
committed institutional capital under management. The firm set out in May to gather
additional capital and completed the effort in less than two months.

Bertram Capital was founded in 2006 to invest in middle-market buyout transactions and
provide growth equity to established platform companies in the healthcare, manufacturing,
technology, and business service industries. The firm has been active in its first nine
months: building out its team of investment professionals and acquiring three companies for
its initial portfolio.

“We are tremendously pleased to have received such strong and swift support for Bertram
Capital’s strategy from existing and new limited partners in this fund-raising effort,” said
Jeff Drazan, Managing Director. “We believe this support was a result of the success we
have demonstrated to date in building an excellent investment professional team and
executing on exciting investments.”

Bertram Capital’s strategy is to invest in portfolio companies in attractive, niche sectors,
using those operations as platforms to build bigger businesses via operational initiatives and
selective acquisitions. The firm’s core objective is to propel companies, management
teams, and employees toward unlocking their full potential.

“Bertram is focused on building bigger companies that are more relevant in their respective
industries. This additional commitment from our investors will allow us to implement this
strategy accordingly,” said Ken Drazan, Managing Director. Bertram Capital’s investments
to date include: AuthorHouse, Inc., Power Distribution Inc., and Physicians Management
Group, Inc.

The investors in Bertram Capital include major financial institutions, fund of funds,
university endowments, and corporate pension funds from North America and Europe.

About Bertram Capital Management LLC
Located in Palo Alto, California, Bertram Capital Management LLC is a private equity
investment firm with $350 million in capital under management. Bertram Capital is
committed to providing meaningful operational and strategic resources to facilitate rapid
growth in revenue and profitability. Bertram Capital’s mission is to build value for equity
holders, employees, customers, and partners by helping already profitable companies
realize their full operational and financial potential. www.bertramcapital.com

 

 
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