Investment Summary

Bertram Capital Invests In NEFCO

On August 10, 2022, private equity firm Bertram Capital invested in distribution company NEFCO

Investment Highlights
  • This is Bertram Capital’s 2nd transaction in the Distribution sector.
  • This is Bertram Capital’s 35th transaction in the United States.
  • This is Bertram Capital’s 1st transaction in Connecticut.

Investment Summary
Date 2022-08-10
Target NEFCO
Sector Distribution
Investor(s) Bertram Capital
Deal Type Growth Capital

Target

NEFCO

East Hartford, Connecticut, United States
website
NEFCO is a distributor providing a broad range of specialty construction products to professional contractors. NEFCO was founded in 1981 and is based in East Hartford, Connecticut.

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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 38 of 40
Sector (Distribution) 2 of 2
Type (Growth Capital) 11 of 13
State (Connecticut) 1 of 1
Country (United States) 35 of 37
Year (2022) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-29 TSR Concrete Coatings

Lena, Illinois, United States

TSR Concrete Coatings is a provider of residential concrete coating solutions for garages, patios, pools, and basements. TSR Concrete Coatings was founded in 2016 and is based in Lena, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-25 The Vinyl Outlet

Cheektowaga, New York, United States

The Vinyl Outlet is a direct-to-consumer provider and installer of residential vinyl fencing and decking solutions in Buffalo and Rochester. TVO sources, designs, and installs vinyl fences, decks, porches, and railings for customers with an efficient and one-day installation process. The Company plans to expand geographically and pursue select acquisitions of complementary businesses. The Vinyl Outlet is based in Cheektowaga, New York.

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