Unlock your potential

Bertram Capital aims to transform businesses into market leaders.

For Businesses

We partner with business owners and management teams with the goal of building industry-leading companies.

For Intermediaries

We value our intermediary relationships for investment opportunities and sell-side advisory.

Investment Criteria

Industry Focus

  • Business Services
  • Consumer
  • Industrial/Manufacturing
  • Technology

Equity Strategy

  • Enterprise Value: $50 – $500M
  • Platform Equity Check Range:
    $25 – $250M
  • Low Leverage: ~50 – 70% Equity

Size Characteristics

  • Revenue: $20 – $250M
  • EBITDA: $5 – $35M
  • Add–ons can be Smaller/Earlier Stage

Transaction Structures

  • Preference for Control
  • Private Companies or Divestitures
  • Management Buyouts
  • Shareholder Liquidity Events

About Us

Bertram Capital is a private equity firm targeting investments in lower middle market companies

Since its inception in 2006, the firm has raised over $3B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5℠ and Bertram Labs, seeking to empower its portfolio companies to unlock their full business potential.

The Bertram High 5℠  is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complementary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Bertram Capital enjoys working in a positive environment centered around recognizing individual and collective contributions. We are focused on maintaining the firm’s great culture by promoting open communication, collaboration, and a shared vision in supporting great management teams and businesses.


Bertram Capital seeks businesses that align with Bertram High 5℠

Our proprietary, strategic framework for building businesses, which can further benefit from our Bertram Labs technology enablement team.


Sales & Marketing improvements

We pursue opportunities to broaden distribution, develop new products and services and expand into new geographies, vertical segments and channels for our portfolio companies.


Strengthen management teams

We strive to partner with proven management teams, supplementing the team as needed to support business initiatives and ensure we have a shared vision for growth.


Acquire accretive and complementary businesses

Our buy and build approach is the foundation for our transformational growth initiatives. We target businesses that operate in fragmented markets, where we can effect acquisitions that contribute greater scale and stability, market expansion and enhanced strategic relevance.


Leverage technology and intellectual property

Through our in-house technology team, Bertram Labs, 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.


Operational improvement

We partner with management to generate cost savings, improve customer satisfaction and increase wallet share through improved performance and expand capacity to support sales growth.



Giving Back

We are honored to support these organizations in their commitment to improve the lives and livelihood of individuals and families in our community and beyond.


Giving Back

We are honored to support these organizations in their commitment to improve the lives and livelihood of individuals and families in our community and beyond.