Investment Summary

Bertram Capital Invests In Bulk Reef Supply

On February 9, 2021, private equity firm Bertram Capital invested in e-commerce company Bulk Reef Supply

Investment Highlights
  • This is Bertram Capital’s 1st transaction in the E-Commerce sector.
  • This is Bertram Capital’s 30th transaction in the United States.
  • This is Bertram Capital’s 1st transaction in Minnesota.

Investment Summary
Date 2021-02-09
Target Bulk Reef Supply
Sector E-Commerce
Investor(s) Bertram Capital
Deal Type Growth Capital

Target

Bulk Reef Supply

Golden Valley, Minnesota, United States
website
Bulk Reef Supply is an ecommerce company specializing in high-value content, products, and supplies for saltwater aquarium enthusiasts. Bulk Reef Supply is based in Golden Valley, Minnesota.

Search 192,800 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 1

Investor

Bertram Capital

Foster City, California, United States

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2006
PE ASSETS 1.4B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Bertram Capital is a private equity firm that targets buyout and growth equity investments in lower middle-market companies. Bertram looks for companies with revenues of $25 to $250 million and EBITDA of $5 to $35 million. Sectors of interest include healthcare services and infrastructure, industrial manufacturing, business and financial services, technology, and internet. Bertram will consider both control and non-control investments. Prospective transaction structures include management buyouts, shareholder liquidity events, acquisitions financing's, growth financing's, and PIPE. Bertram Capital was formed in 2006 and is based in Foster City, California.

DEAL STATS #
Overall 33 of 40
Sector (E-Commerce) 1 of 1
Type (Growth Capital) 8 of 13
State (Minnesota) 1 of 1
Country (United States) 30 of 37
Year (2021) 3 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-26 Lectric eBikes

Phoenix, Arizona, United States

Lectric eBikes is a designer and direct-to-consumer retailer of electric bicycles and accessories. Lectric’s bikes feature functional designs, brand name components, and a growing complement of accessories. Lectric eBikes was founded in 2018 and is based in Phoenix, Arizona.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-17 Flow Control Group

Charlotte, United States

Formed in 2014, Flow Control Group is a solutions provider focused on technically oriented products and services for the flow control, fluid handling, and process & industrial automation sectors with locations throughout the U.S. and Canada. As a critical intermediary between over 2,000 suppliers and 10,000 customers, Flow Control Group’s distribution and technical services serve an essential function in the movement of mission-critical components to a diverse array of end markets and applications.

Sell -
Mergr

Product

Company

Legal