Case Study: Spectrio

Bertram Capital worked with customer engagement services company Spectrio to invest in software development and expand its capabilities

  • Invested

    September 2017


    Oldsmar, FL


    Exited, Partial

    How we helped?

    Recruited an industry experienced management team

    Total of 11 acquisitions completed during Bertram’s investment.

    Developed customer management portal allowing customers to log-in to one site and view all services provided by Spectrio. Supported due diligence in acquisition of self-service digital signage platform

    Enhanced website and e-commerce enablement. Generated email campaigns to facilitate MSA penetration and cross sell. Consolidated SEO, legacy brands and initiated paid search


Spectrio is a customer engagement company specializing in digital signage and supporting solutions to directly connect a brand’s messaging to its end users. The company offers on-hold messaging, digital signage, interactive kiosks, Wi-Fi marketing, in-store music and scent marketing to businesses of all sizes.

transaction overview

Bertram Capital acquired Tampa, FL based customer engagement company Spectrio in September of 2017 and deployed its value creation strategy, the Bertram High 5sm to grow the company’s top line, place executive hires, and build a cloud platform which allowed Bertram to add 11 add-ons to Spectrio during its hold period. Bertram expanded Spectrio’s services to included digital signage and grew EBITDA by 2.45x before completing a majority recapitalization with private equity firm, The Jordan Company in December 2020.