MINNEAPOLIS, MN., June 16,2026 — The Bluebird Group, LLC (“Bluebird” or the “Company”), a full-service omnichannel retail commerce services company headquartered in Minneapolis,Minnesota, today announced a growth partnership with Bertram Capital(“Bertram”). Bertram’s investment will support Bluebird'scontinued expansion and enhance its technology platform, while preserving theculture, leadership, and client-centric approach that have supported the Company's growth. Bluebird represents Bertram’s fifth platforminvestment in Fund V. Terms of the transaction were not disclosed.
“We are excited to partner withBertram and continue to build on the strong foundation we have established,”said Jason Kapsner, CEO and Founder of The Bluebird Group. “Bertram’sexperience working with entrepreneurial businesses, our shared vision for thesolutions that will fuel the future of omnichannel commerce, and the unique technologicalcapabilities of the Bertram Labs team make them the ideal partner for this next chapter. We believe Bluebird’sretail expertise and Bertram Labs’ technology team will combine to materiallyenhance our ability to support the needs of our brand partners.”
Founded in 2015, Bluebirdpartners with consumer brands to drive growth across 9 of the world’s largestretail channels, including Amazon, Walmart, Target, Best Buy, Costco, Sam’sClub, Kohl’s, Kroger, and BJ’s Wholesale. The existing Bluebird leadership team will remainin their current roles, and Jason Kapsner will continue to lead the company as CEO.“My team and I are motivated by the growing need for the solutions we provide,”Kapsner stated. “The requirements tomanage a brand’s interactions across retailers, retail media platforms as wellas social and digital marketplaces continue to grow in complexity.”
The Bluebird Group has growninto a trusted omnichannel commerce partner for brands at all stages of theirgrowth cycle. The Company offers a comprehensive suite of services, includingretail media, omnichannel sales management, creative asset production, socialcommerce and demand generation, insights, technology, and category management,all under one roof. Bluebird’s data-driven approach and deep channel expertiseacross major retailers enable brand partners to reach shoppers wherever theyare, delivering measurable results and sustained growth.
“The Bluebird Group has built anexceptional business at the intersection of retail expertise and data-drivencommerce strategy,” said Jared Ruger, Partner at Bertram Capital. “The Companyembodies the characteristics we look for in a Bertram investment: a large andgrowing market, a differentiated service offering, deep customer relationships,and a talented team that has built strongrelationships with leading consumer brands. We are excited to partnerwith Jason and the entire Bluebird team to accelerate the Company’s next phaseof growth. We also see tremendous opportunity for Bertram Labs to enhanceBluebird’s technology infrastructure — ultimately helping brand partners win atretail faster and more efficiently.”
Bertram would like to recognizethe investment banking team at Canaccord Genuity (Bluebird’s sellside advisor),led by Sanjay Chadda and Lexia Schwartz, for their support in this transaction.Bertram also thanks Juan Mejia at BrightTower for his assistance as buy-sideadvisor.
About The Bluebird Group
The Bluebird Group is afull-service omnichannel retail commerce services company dedicated to helpingconsumer brands grow across the world’s largest retail channels. Founded in2015 and headquartered in Minneapolis, Minnesota, Bluebird offers an integratedsuite of services including retail media, omnichannel sales management, creative,social commerce and demand generation, insights, technology, and categorymanagement. The Company partners with brands across 9+ major retail channels —including Amazon, Walmart, Target, Best Buy, Costco, Sam’s Club, Kohl’s,Kroger, and BJ’s Wholesale — delivering data-driven strategies and hands-onexpertise that drive measurable results. For more information, visit www.thebluebirdgrp.com.
About Bertram Capital
Bertram Capital is a privateequity firm targeting investments in lower middle-market companies. Since itsinception in 2006, the firm has raised over $4.0 billion in capitalcommitments. In addition to providing strategic growth capital, Bertram Capitalseeks to leverage proprietary processes and services, Bertram High-5SM and Bertram Labs, to empower its portfoliocompanies to unlock their full potential.
Bertram High-5SM is anoperationally focused value-creation strategy that includes managementaugmentation, operational initiatives, complementary acquisitions, sales andmarketing improvements, and technology integration. The cornerstone of thisstrategy is Bertram Labs, itsin-house technology team, which aims to drive growth through digital marketing,e-commerce, big data and analytics, application development, and platformoptimization.
Bertram Capital V focuses oncontrol investments in business services, consumer, and industrial sectors withEBITDA above $7.5 million. Bertram Ignite I focuses on both control andnon-control investments in similar sectors, with a minimum EBITDA of $3 million.
For more information, visit www.bcap.com.
