Bertram Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Bertram Capital has acquired 1 company. It has also invested in 3 others.

Bertram Capital’s most common sectors for investment are consumer products (14%) and healthcare services (14%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and secondary buyout (28%). In total, Bertram Capital has invested in 14 US states and 3 different countries.

In the last 3 years, Bertram Capital has exited 5 companies. The Firm’s most common exit type is trade sale (64%). Bertram Capital’s largest (disclosed) exit occurred in 2011 when it sold Power Distribution for $235M.

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M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity29
    • M&A Sell Activity11
  • Total Sectors Invested 18
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 12
  • M&A Advisors 3

Bertram Capital

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

Bertram Capital Management LLC is a private equity firm that targets buyout and growth equity investments in lower middle-market companies. Bertram looks for companies with revenues range $30 to $250 million and EBITDA of $5 to $30 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 San Mateo, 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 30 250
Target EBITDA 5 30
Investment Size 25 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.8/yr) # 20 1 2 3 3 - 29
Sell (1.0/yr) # 6 - - 5 - - 11
vol $751M $751M
  40

Most Recent M&A

Company Date Value Type
Frontline Advance LLC 2019-09-25 - Growth Capital
Southlake, Texas · www.solostove.com
Perennials and Sutherland LLC 2019-02-05 - Secondary Buyout
Dallas, Texas · www.perennialsandsutherland.com
Flow Control Group 2019-01-29 - Secondary Buyout
Charlotte, United States · www.flowcontrolgroup.com
Spireon, Inc. 2018-10-11 - Secondary Buyout
Knoxville, Tennessee · www.spireon.com
Best Version Media 2018-10-09 - Growth Capital
Brookfield, Wisconsin · www.bestversionmedia.com
Premier Material Concepts LLC 2018-08-01 - Add-on Acquisition
Findlay, Ohio · www.buypmc.com
BearCom Group, Inc. 2018-07-10 - Secondary Buyout
Garland, Texas · www.bearcom.com
Maxcess International Corp. 2018-07-03 - Secondary Buyout
Oklahoma City, Oklahoma · www.maxcessintl.com
Rowmark LLC 2018-06-28 - Secondary Buyout
Findlay, Ohio · www.rowmark.com
Registrar Corp. 2018-06-05 - Buyout (LBO, MBO, MBI)
Hampton, Virginia · www.registrarcorp.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Spectrio LLC 2017-09-19 Profit-On-Hold Co. 2020-01-14 3
Oldsmar, Florida · www.spectrio.com Mandeville, Louisiana · www.profitonhold.com
Registrar Corp. 2018-06-05 Registration & Licensing Systems, Inc. 2019-09-23 2
Hampton, Virginia · www.registrarcorp.com Hampton, Virginia · www.rlssecure.com
Spectrio LLC 2017-09-19 LifeShare Technologies LLC 2019-07-30 2
Oldsmar, Florida · www.spectrio.com Greenfield, Indiana · www.lifesharetech.com
Spectrio LLC 2017-09-19 Media Distribution Solutions LLC 2019-06-19 1
Oldsmar, Florida · www.spectrio.com Plano, Texas · www.mediadistributionsolutions.com
BearCom Group, Inc. 2018-07-10 Creative Communications - Event Radio Rentals Business 2019-06-03 1
Garland, Texas · www.bearcom.com , Arizona
Registrar Corp. 2018-06-05 FDA Agents 2018-10-16 1
Hampton, Virginia · www.registrarcorp.com Hampton, Virginia · www.fdaagents.com
CreativeDrive 2015-03-01 Zebra Worldwide (UK) Ltd. 2018-05-09 4
Central Islip, New York · www.creativedrive.com London, United Kingdom · www.zebra-worldwide.com
CreativeDrive 2015-03-01 Decora Content 2018-03-15 3
Central Islip, New York · www.creativedrive.com Florianópolis, Brazil · www.home.decoracontent.com
Trademark Global, Inc. 2016-11-01 DTX International, Inc. 2017-10-10 2
Lorain, Ohio · www.trademarkglobal.com Gaylord, Michigan · www.dtxinternational.com
CreativeDrive 2015-03-01 DoubleDigit 2017-06-28 2
Central Islip, New York · www.creativedrive.com Rowlett, Texas · www.doubledigit.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 3 (16%) - 4 (14%) -
Healthcare Services 3 (16%) - 4 (14%) -
Internet Software and Services 2 (11%) - 3 (10%) -
Machinery 1 (5%) - 3 (10%) -
Digital Media 2 (11%) - 2 (7%) -
Apparel/Textiles - - 1 (3%) -
Business Services 1 (5%) - 1 (3%) -
Distribution 1 (5%) - 1 (3%) -
Electrical Equipment 1 (5%) - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Information Technology 1 (5%) - 1 (3%) -
Manufacturing - - 1 (3%) -
Marketing 1 (5%) - 1 (3%) -
Plastics - - 1 (3%) -
Publishing - - 1 (3%) -
Retail 1 (5%) - 1 (3%) -
Safety/Security 1 (5%) - 1 (3%) -
Technology Hardware 1 (5%) - 1 (3%) -
Total 19 - 29 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (95%) - 27 (93%) -
  Texas 3 (16%) - 4 (14%) -
  Ohio 3 (16%) - 4 (14%) -
  Wisconsin 2 (11%) - 4 (14%) -
  Florida 2 (11%) - 2 (7%) -
  Virginia 1 (5%) - 2 (7%) -
  Tennessee 1 (5%) - 2 (7%) -
  Washington 1 (5%) - 1 (3%) -
  New York 1 (5%) - 1 (3%) -
  Nevada 1 (5%) - 1 (3%) -
  Maryland 1 (5%) - 1 (3%) -
  Colorado 1 (5%) - 1 (3%) -
  Oklahoma - - 1 (3%) -
  Indiana - - 1 (3%) -
Ireland 1 (5%) - 1 (3%) -
Luxembourg - - 1 (3%) -
Domestic 18 (95%) - 27 (93%) -
Cross-border 1 (5%) - 2 (7%) -
Total 19 - 29 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (26%) - 12 (41%) -
Secondary Buyout 6 (32%) - 8 (28%) -
Growth Capital 6 (32%) - 6 (21%) -
Recapitalization 1 (5%) - 2 (7%) -
Divestiture 1 (5%) - 1 (3%) -
Total 19 - 29 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (36%) 551M (73%)
Secondary Sale 4 (36%) -
Trade Sale 3 (27%) 200M (27%)
Total 11 $751M

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
 1
Legal Deals
Perkins Coie LLP
 1
Hirschler Fleischer PC
 1

Deal Values

sell # Total
$100M to $1B 4 $751M
TOTAL $751M
Largest Power Distribution, Inc.
$235M (2011-10-12)

M&A Connections

Deals %
Acquired from
PE Firm(s)
92%
11 92%
Strategic(s)
8%
1 8%
Exited to
PE Firm(s)
36%
4 36%
Strategic(s)
64%
7 64%

Investor Summary

Size

Large

PE Assets

1.4B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Jeff Drazan

Managing Partner

Ryan Craig

Partner

Jared Ruger

Partner

David Hellier

Partner

Kevin Yamashita

Partner

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