Directory / Bertram Capital
Bertram Capital
Acquires and transforms lower middle-market companies using its Bertram High 5 operating framework.
Key facts
- Website
- bertramcapital.com
- Founded
- 2006
- Pricing
- EBITDA of roughly $3.5M-$35M depending on fund; enterprise values of $50M-$500M; over $4B raised since inception
- Country
- United States
- Rating
- No reviews yet
About Bertram Capital
Lower middle-market PE firm acquiring and transforming companies using proprietary Bertram High 5℠ framework across management, sales, operations, acquisition, and technology areas. Targets control positions in business services, consumer, industrial/manufacturing, and technology sectors.
Key features
- Bertram High 5 operational framework
- In-house tech team (Bertram Labs)
- Business services, consumer, industrial, tech focus
- Separate Flagship and Ignite funds by size
- 20+ active portfolio companies
Pros & cons
Pros
- Clear, published EBITDA/revenue targets
- Low-leverage, operationally-focused approach
- Dedicated smaller-deal fund (Ignite)
Cons
- Larger Flagship fund may skip very small deals
- Heavy add-on/build-up strategy requires post-close integration
- Bay Area cost base reflected in overhead-heavy model
Reviews
No reviews yet. Be the first to share your experience with Bertram Capital.
Frequently Asked Questions About Bertram Capital
What is Bertram's High 5℠ framework?
Bertram High 5 focuses on: management team strengthening, sales & marketing improvements, acquiring complementary businesses, operational improvements, and technology leverage through Bertram Labs.
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