For Businesses

A differentiated value creation approach that transcends capital


Investment Criteria

Recapitalize for growth

We seek to align our capital, technology and resources with your team to maximize growth and value creation

Family succession or buyout

We align our resources to help you realize your company’s full value and expand upon the legacy you have built

Corporate carve-out

We have the core capabilities to efficiently transact and quickly extract a corporate division

Bertram Capital Partnering

Bertram Capital partners with owners and management teams to transform their companies. We are particularly attracted to businesses in growing markets that have built a solid framework to support expansion, but have not yet realized the business’s full potential.

Whether you’re a business owner or management team seeking a partner to grow your business, an owner planning to sell all or part of your business or a corporation divesting a non-core asset, we believe we have differentiated transactional and operational solutions that distinguish us from alternative capital sources.



Buy and build approach lends itself to fuller valuations for high quality businesses


Most platform investments have closed within 45 days of LOI


Dedicated debt facility, supported by our industry track record, enables us to close transactions with no financing contingencies


We have distinguished ourselves in the private equity community

By successfully combining venture capital operating methodologies with private equity financial discipline with the objective of enabling middle market companies to become market leaders.

Ready to Unlock Your Potential

Connect with a team member today

    Case Study

    Solo Stove

    Bertram Capital worked with low-smoke fire pits and camping stoves creator, Solo Stove to professionalize the business and accelerate its brand and paid marketing efforts