Investment Philosophy

the firm is keenly focused on reinvestment to achieve the growth and expansion

Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to enable middle market companies to become market leaders. 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.