Bertram Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Bertram Capital has acquired 7 companies. It has also invested in 7 others.

Bertram Capital’s most common sectors for investment areconsumer products (14%) and healthcare services (8%) . The Firm’s most common investment types include secondary buyout (32%) and buyout (lbo, mbo, mbi) (29%). In total, Bertram Capital has invested in 19 US states and 4 different countries.

In the last 3 years, Bertram Capital has exited 7 companies. The Firm’s most common exit type is trade sale (50%). Bertram Capital’s largest (disclosed) exit occurred in 2021 when it sold Anord Mardix for $540M.

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M&A Summary

  • M&A Total Activity57
    • M&A Buy Activity37
    • M&A Sell Activity20
  • Total Sectors Invested 20
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 12
  • M&A Advisors 5

Bertram Capital

950 Tower Lane, Suite 1000,
Foster City, California 94404
United States
(650) 358-5000
www.bertramcapital.com
info@bertramcapital.com

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.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Consumer Services, Energy Services and Equipment, Financial Services, Healthcare Services, Information Technology, Internet Software and Services, Machinery, Manufacturing, Publishing, Safety/Security, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 25 250
Target EBITDA 5 35
Investment Size 25 250
Enterprise Value 50 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.2/yr) # 21 3 3 2 5 3 37
Sell (2.4/yr) # 8 5 1 2 4 - 20
vol $751M $540M $1.3B
  57

Most Recent M&A

Company Date Value Type
NEFCO Holding Company LLC 2022-08-10 - Growth Capital
East Hartford, Connecticut · www.gonefco.com
TSR Concrete Coatings 2022-03-29 - Growth Capital
Lena, Illinois · www.tsrconcretecoatings.com
Cogency Global, Inc. 2022-02-15 - Growth Capital
New York, New York · www.cogencyglobal.com
BCI Burke Co. 2021-12-15 - Secondary Buyout
Fond du Lac, Wisconsin · www.bciburke.com
Anord Mardix Ltd. 2021-10-18 540M USD Add-on Acquisition
Dundalk, Ireland · www.anordmardix.com
Registrar Corp. 2021-08-26 - Secondary Buyout
Hampton, Virginia · www.registrarcorp.com
Paula's Choice LLC 2021-06-14 - Add-on Acquisition
Kent, Washington · www.paulaschoice.com
AFC Industries, Inc. 2021-04-20 - Secondary Buyout
College Point, New York · www.afcindustries.com
Flow Control Group 2021-02-17 - Secondary Buyout
Charlotte, United States · www.flowcontrolgroup.com
Bulk Reef Supply 2021-02-09 - Growth Capital
Golden Valley, Minnesota · www.bulkreefsupply.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
AFC Industries, Inc. 2021-04-20 TFC Europe Ltd. 2022-06-27 1
College Point, New York · www.afcindustries.com East Sussex, United Kingdom · www.tfc.eu.com
BearCom Group, Inc. 2018-07-10 Creative Communications - Event Radio Rentals Business 2019-06-03 1
Garland, Texas · www.bearcom.com , Arizona
TydenBrooks 2005-05-02 Stoffel Seals Corp. 2010-10-04 2
Atlanta, Georgia · www.tydenbrooks.com Nyack, New York · www.stoffelseals.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 4 (24%) - 5 (13%) -
Healthcare Services - - 3 (8%) -
Machinery - - 3 (8%) -
Manufacturing 2 (12%) - 3 (8%) -
Marketing 2 (12%) - 3 (8%) -
Apparel/Textiles 1 (6%) - 2 (5%) -
Automotive 1 (6%) - 2 (5%) -
Distribution 1 (6%) - 2 (5%) -
Electrical Equipment - - 2 (5%) -
Internet Software and Services - - 2 (5%) -
Safety/Security 2 (12%) - 2 (5%) -
Business Services 1 (6%) - 1 (3%) -
Construction 1 (6%) - 1 (3%) -
Digital Media - - 1 (3%) -
E-Commerce 1 (6%) - 1 (3%) -
Electronics 1 (6%) - 1 (3%) -
Furniture - - 1 (3%) -
Information Technology - - 1 (3%) -
Plastics - - 1 (3%) -
Publishing - - 1 (3%) -
Total 17 - 38 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) - 35 (92%) -
  Wisconsin 2 (12%) - 5 (13%) -
  Texas 3 (18%) - 4 (11%) -
  New York 2 (12%) - 3 (8%) -
  Ohio 1 (6%) - 3 (8%) -
  Florida 1 (6%) - 3 (8%) -
  California 2 (12%) - 2 (5%) -
  Virginia - - 2 (5%) -
  Minnesota 1 (6%) - 1 (3%) -
  Illinois 1 (6%) - 1 (3%) -
  Georgia 1 (6%) - 1 (3%) -
  Connecticut 1 (6%) - 1 (3%) -
  Arizona 1 (6%) - 1 (3%) -
  Nevada - - 1 (3%) -
  Indiana - - 1 (3%) -
  Colorado - - 1 (3%) -
  Washington - - 1 (3%) -
  Tennessee - - 1 (3%) -
  Oklahoma - - 1 (3%) -
Germany 1 (6%) - 1 (3%) -
Ireland - - 1 (3%) -
Luxembourg - - 1 (3%) -
Domestic 16 (94%) - 35 (92%) -
Cross-border 1 (6%) - 3 (8%) -
Total 17 - 38 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 7 (41%) - 12 (32%) -
Buyout (LBO, MBO, MBI) 1 (6%) - 11 (29%) -
Growth Capital 8 (47%) - 11 (29%) -
Consolidation 1 (6%) - 2 (5%) -
Recapitalization - - 2 (5%) -
Total 17 - 38 -

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (40%) -
Trade Sale - Public Company 7 (35%) 1.1B (85%)
Trade Sale 3 (15%) 200M (15%)
Merger 1 (5%) -
Stake Sale 1 (5%) -
Total 20 $1.3B

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
 1
Houlihan Lokey
 1
Robert W. Baird & Co., Inc.
 1
Legal Deals
Hirschler Fleischer PC
 2
Perkins Coie LLP
 1

Deal Values

sell # Total
$100M to $1B 5 $1.3B
TOTAL $1.3B
Largest Anord Mardix Ltd.
$540M (2021-10-18)

M&A Connections

Deals
Acquired from
Investor(s)
32%
12 (32%)
Exited to
Investor(s)
40%
8 (40%)
Strategic(s)
55%
11 (55%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.4B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Jeff Drazan

Managing Partner

David Hellier

Partner

Jared Ruger

Partner

Kevin Yamashita

Partner

Ryan Craig

Partner

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