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News

Sep 25, 2019

Bertram Capital Announces Investment in Solo Stove

Foster City, CA, September 25, 2019 – Bertram Capital (“Bertram”) announced today, in partnership with the Company’s founders, that it has made an investment in Frontline Advance, LLC (dba as “Solo Stove” or “the Company”). Solo Stove is a leading... Read More »

May 16, 2019

Bertram Promotes Zoey Armstrong to Chief Compliance Officer

FOSTER CITY, CA, May 16, 2019 – Bertram Capital (“Bertram”), a middle market private equity firm headquartered in Foster City, California, today announced the promotion of Zoey Armstrong to Chief Compliance Officer. Ms. Armstrong joined the firm i... Read More »

May 14, 2019

Bertram Capital Promotes Ivy Ono to Chief Financial Officer

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 m... Read More »

Feb 05, 2019

Bertram Capital Announces Investment in Perennials and Sutherland

San Mateo, CA, February 5, 2019 – Bertram Capital (“Bertram”) announced today its investment in Perennials and Sutherland, LLC, a leading designer and manufacturer of 100 percent solution-dyed acrylic performance fabric for indoor and outdoor use ... Read More »

Jan 29, 2019

Bertram Capital Secures New Platform with Investment in Flow Control Group

SAN MATEO, CA, January 29, 2019 – Bertram Capital (“Bertram”) announced today it has partnered with the executive management team to acquire Flow Control Group (the “Company”) from AEA Investors SBF. Based in Charlotte, North Carolina, Flow Contro... Read More »

Oct 18, 2018

Bertram Capital Promotes Tom Beerle to Partner

SAN MATEO, CA October 18, 2018 -Bertram Capital (“Bertram”), a middle market private equity firm, announced today the promotion of Tom Beerle to Partner. Mr. Beerle has been with Bertram Capital for more than ten years and was previously a Princip... Read More »

Oct 18, 2018

Bertram Capital Promotes Tim Heston to Partner

SAN MATEO, CA October 18, 2018 - Bertram Capital (“Bertram”), a middle market private equity firm, is pleased to announce the promotion of Tim Heston to Partner. Mr. Heston, previously a Principal at Bertram, has been with the firm for more than 1... Read More »

Oct 16, 2018

Registrar Corp Announces Acquisition of FDA Agents

HAMPTON, VA, October 16, 2018 - Registrar Corp (“Registrar”), a leading provider of U.S. Food and Drug Administration (“FDA”) compliance services to FDA-regulated facilities worldwide and a portfolio company of Bertram Capital, has acquired FDA Ag... Read More »

Oct 11, 2018

Bertram Capital Completes Sale of Spireon to Greenbriar Equity Group

SAN MATEO, CA, October 11, 2018 – Bertram Capital (“Bertram”) announced today the completion of the sale of Spireon, Inc. (“Spireon” or the “Company”), to Greenbriar Equity Group (“Greenbriar”). Spireon is a leading provider of vehicle analytics a... Read More »

Oct 09, 2018

Bertram Capital Invests In Best Version Media

SAN MATEO, CA, October 9, 2018 – Bertram Capital (“Bertram”), a private equity firm targeting investments in middle-market companies, announced today, in partnership with the Company’s founders, that it has made an investment in Brookfield, Wiscon... Read More »

Aug 01, 2018

Bertram Capital Completes Sale of PMC to SIMONA Group

SAN MATEO, CA, August 1, 2018 – Bertram Capital (“Bertram”) announced today the completion of the sale of Premier Material Concepts LLC (“PMC” or the “Company”) to SIMONA Group (“SIMONA”). PMC is an established manufacturer of custom-engineered, h... Read More »

Jul 09, 2018

Bertram Capital Secures New Platform with Investment in BearCom

SAN MATEO, CA, July 10, 2018 – Bertram Capital (“Bertram”) announced today that it has partnered with the executive management team to acquire Garland, Texas-based BearCom from LKCM Headwater Investments. Founded in 1981, BearCom is a leading valu... Read More »

Jul 03, 2018

Bertram Capital Completes Sale of Maxcess to Berwind Corporation

SAN MATEO, CA, July 3, 2018 – Bertram Capital (“Bertram”) announced today the completion of the sale of WH Acquisitions, Inc., the parent company of Maxcess (“Maxcess” or the “Company”), to Berwind Corporation. Maxcess is the leading global manufa... Read More »

Jun 28, 2018

Bertram Capital Completes Sale of Rowmark to Windjammer Capital Investors

SAN MATEO, CA, June 28, 2018 – Bertram Capital (“Bertram”) announced today the completion of the sale of EXT Acquisitions, Inc., the parent company of Rowmark and affiliated companies (“Rowmark” or the “Company”) to Windjammer Capital Investors (“... Read More »

Jun 05, 2018

Bertram Capital Announces Acquisition of Registrar Corp, LLC

San Mateo, CA, June 5, 2018 – Bertram Capital (“Bertram”) today announced its investment in Registrar, LLC (“Registrar” or the “Company”), a leading SaaS assisted provider of U.S. Food and Drug Administration (“FDA”) compliance services to domesti... Read More »

May 17, 2018

Bertram Capital Completes Sale of Clarus

SAN MATEO, CA, May 17, 2018 – Bertram Capital (“Bertram”) today announced it has completed the sale of Clarus (“Clarus” or the “Company”) to The Riverside Company, a global private equity firm. This represents Bertram’s ninth exit since the firm’s... Read More »

Mar 08, 2018

Maxcess International Acquires Componex

San Mateo, CA, March 8, 2018 – Maxcess International, Inc. (“Maxcess”), a global leader in products and services for the web handling industry and portfolio company of Bertram Capital (“Bertram”), has acquired Componex Corporation (“Componex” or t... Read More »

Feb 22, 2018

Bertram Capital Announces Three Promotions

San Mateo, CA, February 22, 2018 - Bertram Capital ("Bertram"), a middle market private equity firm headquartered in San Mateo, California, today announced the promotions of Michelle Chao and Alex Goldscher to Vice President and Soraya Hoberman to... Read More »

Feb 15, 2018

Bertram Capital Closes $500 Million Private Equity Fund

SAN MATEO, CA February 15, 2018 – Bertram Capital (“Bertram”), announced the successful closing of Bertram Growth Capital III, L.P. & Bertram Growth Capital III-A, L.P. (the “Fund” or “Fund III”), with $500 million of total capital commitments fro... Read More »

Jan 02, 2018

Bertram Capital Announces Investment in Mardix Group

San Mateo, CA, January 2, 2018 – Bertram Capital (“Bertram”) today announced its investment in Mardix (Holdings) Limited (“Mardix” or the “Company”), an innovator and leading provider of switchgear and critical power equipment and services.  Mardi... Read More »

Nov 07, 2017

Maxcess International Announces Acquisition of Menges Roller Company

San Mateo, CA and Oklahoma City, OK, November 7, 2017- Maxcess International (“Maxcess”), a global leader in innovative products and services for web handling applications, has acquired Menges Roller Company (“Menges”). Headquartered in Wauconda, ... Read More »

Oct 10, 2017

Trademark Global Announces Acquisition of DTX International

San Mateo, CA, October 10, 2017 – Trademark Global, LLC (“Trademark Global”), a portfolio company of Bertram Capital and a rapidly growing provider of high-quality products to the world’s top online retailers, announced the acquisition of DTX Inte... Read More »

Sep 19, 2017

Bertram Capital Announces Investment in Spectrio LLC

San Mateo, CA, September 19, 2017 – Bertram Capital (“Bertram”) today announced its investment in Spectrio LLC (“Spectrio” or the “Company”), a leading full-service provider of customer engagement solutions to a diversified set of enterprise and s... Read More »

Jun 08, 2017

Bertram Capital Announces Investment in Anord Control Systems

San Mateo, CA, June 08, 2017 – Bertram Capital (“Bertram”) today announced its investment in Anord Control Systems (Holdings) Limited (“Anord” or the “Company”), a leading provider of critical electrical power distribution and protection equipment... Read More »

May 18, 2017

Trademark Global Announces Acquisition of Home-Complete

San Mateo, CA, May 18, 2017 –Trademark Global, LLC (“Trademark Global”), a portfolio company of Bertram Capital and a rapidly growing provider of high-quality, Company-branded products sold through the world’s top online retailers, has closed on t... Read More »

Nov 01, 2016

Bertram Capital Announces Investment in Trademark Global

San Mateo, CA, November 1, 2016 – Bertram Capital today announced its investment in Trademark Games Holdings, LLC (“Trademark Global”), a rapidly growing provider of high-quality, Company-branded products to the world’s top online retailers. Since... Read More »

May 24, 2016

Bertram Capital Completes Majority Recapitalization of Paula’s Choice

SAN MATEO, CA, May 24, 2016 – Bertram Capital (“Bertram”) today announced it has completed a majority recapitalization of Paula’s Choice with TA Associates, a Boston based private equity firm.    Paula's Choice was founded in 1995 by international... Read More »

Sep 16, 2015

Bertram Capital Announces Technology-Driven Content Services Platform CreativeDrive

Brand Umbrella Creates a Leading Content Creation Solution September 16, 2015, San Mateo, CA – Bertram Capital (“Bertram”) today announced its new technology-enabled content ecosystem, CreativeDrive.  The new brand represents the technology hub d... Read More »

Aug 25, 2015

Rowmark Announces Acquisition of LaserBits, Inc

Company Completes Second Add-on Transaction in 2015 San Mateo, CA and Findlay, OH, August 25, 2015 – Rowmark LLC (“Rowmark”), a portfolio company of Bertram Capital and a leading manufacturer and marketer of engravable plastic sheet materials, an... Read More »

Aug 12, 2015

Bertram Capital Announces Promotions of Tom Beerle and Tim Heston to Principal

San Mateo, CA, August 12, 2015 – Bertram Capital, a private equity firm headquartered in San Mateo, California, today announced the promotions of Tom Beerle and Tim Heston to Principal. “Tom Beerle and Tim Heston have demonstrated their ability t... Read More »

Aug 06, 2015

Maxcess International Announces Acquisition of Valley Roller Company

Maxcess Makes Second Acquisition in Eight Months Oklahoma City, Oklahoma, August 6, 2015 – Maxcess, a global leader in innovative products and services for the web handling industry, has signed a purchase agreement to acquire Valley Roller Compan... Read More »

Jul 15, 2015

Spireon Announces Acquisition of Inilex

Acquisition Completes Spireon’s Full Vehicle Life-Cycle Product Offering San Mateo, CA – July 15, 2015 – Spireon Inc., a portfolio company of Bertram Capital, today announced the acquisition of privately held Inilex, a leader in next-generation G... Read More »

Jul 07, 2015

ECS Tuning Announces Acquisition of Turner Motorsport

First Add-on Acquisition for the Bertram Capital Portfolio Company San Mateo, CA and Wadsworth, OH, July 7, 2015 – ECS Tuning, LLC (“ECS”), a leading global engineering and ecommerce retailer of European automotive performance parts and accessori... Read More »

Jun 04, 2015

Rowmark Announces Acquisition of Johnson Plastics

San Mateo, CA and Findlay, OH, June 4, 2015 – Rowmark LLC (“Rowmark”), a portfolio company of Bertram Capital and a leading manufacturer and marketer of engravable plastic sheet materials, announced that it has purchased Johnson Plastics effective... Read More »

Jun 03, 2015

Bertram Capital Completes Sale of One Distribution to K-Swiss Global Brands

San Mateo, CA, June 3, 2015 – Bertram Capital (“Bertram”) today announced the sale of One Distribution, SARL (“One Distribution”) to K-Swiss Global Brands (KSGB).    One Distribution is the parent company of leading sneaker and apparel brands, Sup... Read More »

Mar 17, 2015

Bertram Capital Announces Investment in Digital Content Services Holding Company

San Mateo, CA, March 17, 2015 – Bertram Capital (“Bertram”) today announced that it has formed a holding company to invest in businesses that create and manage digital content for ecommerce applications.  Bertram launched this platform today with ... Read More »

Mar 03, 2015

Bertram Capital Announces Investment in Clarus Glassboards

San Mateo, CA, March 3, 2015 – Bertram Capital today announced its investment in Clarus Glassboards, LLC (“Clarus”), a leading designer and manufacturer of branded glass markerboards and architectural glass systems serving a wide range of commerci... Read More »

Feb 05, 2015

Q&A: Bertram Capital’s Hellier Talks PE Portfolio Management and Evolving Strategies

David Hellier, Partner at Bertram Capital, oversees the firm’s business development team, where he directs sourcing, investment opportunity assessment and intermediary relationship development (see his full bio below). He was kind enough to contri... Read More »

Dec 03, 2014

Maxcess International Agrees To Acquire Fives North American Guiding Systems

OKLAHOMA CITY, Dec. 3, 2014 - Maxcess International Corporation ("Maxcess"), a portfolio company of Bertram Capital and a leading global provider of web handling systems and components, announced today its signing of definitive agreements to acqui... Read More »

Aug 06, 2014

Bertram Capital and ECS Tuning Rev Up the Automotive Aftermarket

Deal Marks Bertram Capital’s Twelfth Platform and Third Consumer Investment San Mateo, CA – AUGUST 6, 2014 – Bertram Capital today announced its investment in ECS Tuning, a rapidly growing automotive e-commerce company focused on the Audi, BMW, M... Read More »

Jan 14, 2014

Bertram Capital Acquires Maxcess International

San Mateo, California, January 14, 2014 - Bertram Capital announced today its acquisition of Maxcess International Holding Corporation (“Maxcess”), a leading global provider of guiding, winding, slitting and tension control systems for web fed con... Read More »

Oct 02, 2013

Bertram Capital Announces Acquisition of Rowmark

  San Mateo, CA, October 2, 2013 – Rowmark LLC (“Rowmark”), a leading manufacturer of highly engineered extruded plastic sheet used for engraving and specialty applications, announced today its partnership with Bertram Capital.  Based in Findlay,... Read More »

Jan 22, 2013

Bertram Capital Promotes Brian Wheeler to Partner

Bertram Capital, a private equity firm headquartered in San Mateo, California, is pleased to announce the promotion of Brian Wheeler to Partner. Mr. Wheeler, previously a Director at Bertram, has been with the firm since 2010 and has led the devel... Read More »

Jan 08, 2013

Bertram Capital Completes Acquisition of Webex, Inc

Bertram Capital announced today its acquisition of Webex, Inc. a leading manufacturer of precision engineered rolls and specialized systems for web handling and converting applications. Based in Neenah, WI, Webex marks Bertram's second platform in... Read More »

Dec 03, 2012

Bertram Capital Makes Growth Investment in Paula's Choice

Bertram Capital today announced its investment in Paula's Choice, a rapidly growing skin care and cosmetics company with distribution in 50 countries around the world. Paula's Choice is known for its unique content-driven ecommerce platform offeri... Read More »

Jul 24, 2012

Bertram Capital Completes $116M Sale of Author Solutions, Inc to Pearson

Bertram Capital announced today the sale of Author Solutions, Inc. (ASI) to Pearson plc (LSE: PSON; NYSE: PSO), the world's leading learning company and parent of Penguin Books Ltd, one of the largest traditional book publishers in the world. The ... Read More »

Jun 13, 2012

Bertram Capital Completes $200M Sale of EDI Holdings Inc to Nordson Corporation

Bertram Capital announced today the sale of EDI Holdings, Inc. (EDI) to Nordson Corporation (Nasdaq: NDSN). The $200 million all-cash deal was previously announced by Nordson on May 21st and today's announcement reflects the completion of the tran... Read More »

May 15, 2012

Bertram Capital Promotes Ingrid Swenson to Partner and Managing Director

Bertram Capital, a private equity firm headquartered in San Mateo, California, is pleased to announce the promotion of Ingrid Swenson to Partner and Managing Director. Ms. Swenson, the Chief Financial Officer at Bertram, has been with the firm sin... Read More »

Apr 03, 2012

Bertram Capital Portfolio Company, ProconGPS, Inc Announces Name Change to Spireon, Inc

Bertram Capital portfolio company ProconGPS Inc., a leading service provider of mobile resource management (MRM) solutions for businesses worldwide, announced its new corporate name, Spireon, Inc. The Spireon brand was officially launched on March... Read More »

Mar 14, 2012

Extrusion Dies Industries Acquires Premier Dies Corporation

Extrusion Dies Industries (EDI), a leading designer and manufacturer of extrusion dies, coating heads and related products for producers of cast film, sheet, coatings and laminates has acquired Premier Dies Corporation (Premier). Based in Chippewa... Read More »

Mar 05, 2012

Bertram Capital Promotes Ryan Craig to Partner

Bertram Capital, a private equity firm headquartered in San Mateo, California, is pleased to announce the promotion of Ryan Craig to Partner. Mr. Craig, previously a Principal at Bertram, has been with the firm since its inception in 2006 and focu... Read More »

Oct 11, 2011

Bertram Capital Successfully Completes $235 Million Sale of Power Distribution, Inc to Smiths Group PLC

Bertram Capital announced today the sale of Power Distribution, Inc. (PDI) to Smiths Interconnect, a division of global technology business Smiths Group plc for $235 million. The all-cash sale was previously announced by Smiths in September and to... Read More »

Sep 25, 2011

Jeff Drazan's interview with "On The Left," a weekly capital markets update published by Churchill Financial

This interview originally appear in the September 26, 2011 issue of "On the Left", a weekly capital markets update published by Churchill Financial and distributed to over 40,000 finance professionals. On The Left: First off, Jeff, how's business... Read More »

Jun 06, 2011

Bertram Capital Portfolio Company, Sanare, LLC, Announces New Chairman

The Board of Directors of Sanare, LLC announced today the election of Tim Hargarten as the company's Chairman of the Board. Hargarten has over twenty years of leadership experience in healthcare services and information technology. Most recently, ... Read More »

Apr 20, 2011

Bertram Capital Portfolio Company, Sanare, LLC, Announces National Strategic Partnership with American Diabetes Association

Sanare, LLC announced today that the company has become a National Strategic Partner of the American Diabetes Association and will serve as a founding sponsor of the Association's "Living with Type 2 Diabetes" educational program. For patients rec... Read More »

Feb 20, 2011

Bertram Capital Launches Location Based Services Platform

Bertram Capital has launched a new platform in the location-based services industry through a partnership with the executive teams at ProconGPS, Inc. ("Procon") and Trackn Inc. d.b.a. Enfotrace ("Enfotrace"). Procon and Enfotrace are two of the le... Read More »

Oct 24, 2010

Bertram Capital Promotes Ryan Craig and Stephanie Ho to Principal

Bertram Capital, a private equity firm headquartered in San Mateo, California, announced the promotions of Ryan Craig and Stephanie Ho to Principal. Craig leads the firm's investment in One Distribution (Supra Footwear and KR3W Apparel) and also s... Read More »

Oct 10, 2010

Bertram Capital Promotes Three to Vice President

Bertram Capital, a private equity firm headquartered in San Mateo, California, announced the promotions of Tom Beerle, Jeff Giles and Tim Heston to Vice President. The promotions follow the successful closing of Bertram Capital's second fund, Bert... Read More »

Oct 04, 2010

Tyden Group Acquires Stoffel Seals

Stoffel Seals Corporation, a manufacturer of security and traceability products and brand identification and promotional solutions, has been acquired by Livingston, NJ based Tyden Group Holdings Corporation. Tyden Group is a Crimson Investment and... Read More »

Sep 28, 2010

Bertram Capital Announces Key Team Member Promotions to Partner

Bertram Capital, a private equity firm headquartered in San Mateo, California, announced three promotions to Partner, coinciding with the closing of the firm's second fund, Bertram Growth Capital II, with $500 million in limited partner commitment... Read More »

Sep 20, 2010

Bertram Capital Partners with Management Team to Capitalize Sanare, LLC

Sanare, LLC and its founders announced today that they have partnered with Bertram Capital to capitalize the company and complete its first acquisition. Sanare is a leading provider of care management solutions that improve the health and reduce t... Read More »

Sep 08, 2010

Bertram Capital Announces Closing of Second Private Equity Fund at $500 Million in Investor Commitments

Bertram Capital, a private equity firm headquartered in San Mateo, California, announced the final closing of Bertram Growth Capital II with $500 million in limited partner commitments. Founded in 2006, Bertram Capital's mission is to help profit... Read More »

Aug 17, 2010

Betram Capital Supports Management Buyout of One Distribution, SARL

One Distribution, SARL announced today that its founders have completed a management-led recapitalization of the company. The team will remain in place to continue directing the company's strategy and day to day operations. Bertram Capital, a priv... Read More »

Nov 03, 2009

Tyden Group Acquires E.J. Brooks

Tyden Group announced today the acquisition of E.J. Brooks Company, a leading provider of security seals and metering related products. The primary equity financing for the acquisition was provided by Crimson Investment and Bertram Capital with de... Read More »

Jul 22, 2007

Bertram Capital Increases Inaugural Buyout Fund to $350 Million

Bertram Capital, a private equity firm headquartered in Palo Alto, California, announced the closing of an additional $100 million for its inaugural fund, Bertram Growth Capital I. With this addition, Bertram Capital now has $350 million in commit... Read More »