Case Study: Flow Control Group
Bertram Capital adopted a buy and build strategy with Flow Control Group to expand its geographic presence and service capabilities
How we helped?
- Operational Improvement
- Strengthen Management
- Add-on Acquisitions
- Leverage Technology & IP
- Sales and Marketing Improvements
Centralized corporate functions and invested to support platform
integration and optimization
Added new CFO and President / COO to augment talent base
and support growth
Total of 23 acquisitions completed during Bertram’s investment, adding ~$380MM of sales. Supported category expansion with 5 add-ons in the industrial automation space
Supported integration onto a common ERP and back-end system to streamline processes, enhance reporting, and improve margins. Created website and developed custom online configurator and pricing tool for private label life sciences business. Implemented best practices for online presence, digital marketing, and lead generation
Invested to drive market share gains and revenue growth. Expanded e-commerce platform. Grew private label business – single use life science products, proprietary products, value-added packages / kitting. Expanded high margin service offerings. Added territories with existing suppliers
One of the largest independent speciality flow control and fluid handling distribution platform in North America, servicing more than 10,000 customers and 2,000 suppliers.
Bertram Capital acquired Charlotte, NC based specialty flow control and fluid handling distribution platform, Flow Control Group, in 2019 and partnered with its management team to employ a buy and build strategy, growing the business three-fold during its hold period. Bertram completed a majority recapitalization with private equity firm, KKR in March of 2021.