Bertram Capital is a private equity firm focused on acquiring and growing lower middle market companies across business services, consumer, industrial/manufacturing, and technology sectors. Since its inception in 2006, the firm has raised over $4B of capital commitments. Bertram combines venture capital operating methodologies with private equity discipline to empower portfolio companies to unlock their full business potential. The Bertram High 5 is an operationally focused value creation framework that includes management augmentation, operational initiative implementation, complementary acquisitions, 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 through digital marketing, ecommerce, big data and analytics, application development and platform optimization.
Bertram Capital focuses on four sector pillars: Business Services, Consumer, Industrial/Manufacturing, and Technology. It targets lower middle market companies with scalable platforms and uses a buy and build approach, leveraging internal and external capabilities to accelerate growth. Headquarters are in Foster City, California, and the firm emphasizes a collaborative culture, open communication, and a disciplined yet flexible approach to value creation. Bertram Labs and the firms technology enablement programs are central to helping portfolio companies harness digital marketing, data analytics, and software driven capabilities to compete and win in their markets.