Directory / Bertram Capital

Bertram Capital

Acquires and transforms lower middle-market companies using its Bertram High 5 operating framework.

Private Equity FirmsUnited States
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
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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

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

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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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