FOSTER CITY, CA May 14, 2019. Bertram Capital (“Bertram”), a middle market private equity firm, is pleased to announce the promotion of Ivy Ono to Chief Financial Officer. Ms. Ono, previously the Controller at Bertram, has been with the firm for more than 10 years. Bertram also announced today the retirement of Partner and Managing Director Ingrid Swenson, effective June 3, 2019. Ms. Swenson served as both Chief Financial Officer and Chief Compliance Officer for the firm.
“I am pleased to announce Ivy Ono’s well-deserved promotion to Chief Financial Officer,” said Jeff Drazan, Managing Partner at Bertram Capital. “Ivy has been an integral contributor to building out our Finance and Administration function and will move seamlessly into the role of CFO. Her promotion reflects her leadership within the Finance and Administration team at Bertram.”
Ms. Ono joined Bertram in 2008 as the firm’s Assistant Controller. Prior to Bertram, Ms. Ono was a Manager at PricewaterhouseCoopers in the Investment Management audit practice. Previous to PricewaterhouseCoopers, she was at Novogradac and Company, LLP where she focused on audit and tax work for real estate investments. Ms. Ono will report to Jeff Drazan, Managing Partner.
“While we are excited to announce Ivy’s promotion, we regret saying farewell to our colleague and Partner, Ingrid Swenson. Ingrid’s unwavering commitment to excellence and tireless work ethic she displayed daily helped build and successfully grow Bertram into the firm it is today,” added Jeff Drazan. “The Partners and staff at Bertram wish Ingrid and her family all the best in her retirement.”
Ms. Swenson joined the firm in 2006 as a founding team member and first Chief Financial Officer. Ms. Swenson was instrumental in building a world class Finance, Administrative and IT team and her contributions were recognized in 2012 when she was promoted to Partner and Managing Director.
About Bertram Capital
Bertram Capital is a private equity firm with over $1.4 billion in committed capital targeting investments in lower middle market companies. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High-5SM and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High-5SM is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary 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. Visit www.bcap.com for more information.