Value Creation - The Bertram Capital High 5sm

Bertram Capital pursues investments where we can apply our value-added operating capabilities in partnership with our portfolio companies to yield dramatic results. We operate with a focused investment approach, seeking to construct a portfolio of 6-8 platform companies per fund with approximately 50% of the capital allocated to the initial platform and the remainder reserved for follow-on acquisitions. Our process enables us to work closely with management and apply our arsenal of resources, providing the strategic support necessary to facilitate rapid, profitable growth.

We specifically seek businesses offering the opportunity to apply The Bertram Capital High 5sm, our proprietary, strategic framework for building businesses.

Bertram High Five

1Sales & Marketing Improvements

We aggressively focus on gaining access to new markets, developing new products and instilling best of breed operational practices.

2Support Management

We strive to partner with superior management teams, supplement the team to support business needs and ensure we have a shared vision for growth.

3Supply Chain Optimization

Reducing costs through supply chain optimization is critical to competing in the global economy. We seek to utilize worldwide production and labor forces as appropriate while maintaining the highest quality products and services.

4Leverage Technology & IP

With roots in venture capital, our team has significant expertise in applying technology to accelerate revenue growth, reduce operating costs and create cutting edge product and service offerings. When appropriate, we strategically invest in and expand intellectual property (IP) portfolios for our investments.

5Add–on Acquisitions

Our buy & build approach is the foundation for our transformational growth initiatives. We target businesses that operate in fragmented markets where we can effect complementary and accretive acquisitions.