Bertram Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Bertram Capital has acquired 8 companies. It has also invested in 4 others.

Bertram Capital’s most common sectors for investment are consumer products (16%) and healthcare services (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and secondary buyout (34%). In total, Bertram Capital has invested in 17 US states and 3 different countries.

In the last 3 years, Bertram Capital has exited 10 companies. The Firm’s most common exit type is trade sale (50%). 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 Activity50
    • M&A Buy Activity32
    • M&A Sell Activity18
  • Total Sectors Invested 17
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 11
  • M&A Advisors 4

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.6/yr) # 19 2 3 3 2 3 32
Sell (2.0/yr) # 8 - 5 1 2 2 18
vol $751M $751M
  50

Most Recent M&A

Company Date Value Type
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
Lectric eBikes 2021-01-26 - Growth Capital
Phoenix, Arizona · www.lectricebikes.com
Pacific Handy Cutter, Inc. 2020-12-17 - Secondary Buyout
Irvine, California · www.go-phc.com
Spectrio LLC 2020-12-15 - Secondary Buyout
Oldsmar, Florida · www.spectrio.com
Centicore Holdings 2020-11-01 - Consolidation
Los Angeles, California
CreativeDrive 2020-08-13 - Add-on Acquisition
New York, New York · www.creativedrive.com
Enthusiast Auto Group 2019-12-19 - Secondary Buyout
Wadsworth, Ohio · www.ecstuning.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
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 3 (21%) - 5 (15%) -
Healthcare Services - - 3 (9%) -
Machinery - - 3 (9%) -
Manufacturing 2 (14%) - 3 (9%) -
Marketing 2 (14%) - 3 (9%) -
Apparel/Textiles 1 (7%) - 2 (6%) -
Automotive 1 (7%) - 2 (6%) -
Electrical Equipment 1 (7%) - 2 (6%) -
Internet Software and Services 1 (7%) - 2 (6%) -
Digital Media - - 1 (3%) -
Distribution - - 1 (3%) -
E-Commerce 1 (7%) - 1 (3%) -
Electronics 1 (7%) - 1 (3%) -
Information Technology - - 1 (3%) -
Plastics - - 1 (3%) -
Publishing - - 1 (3%) -
Safety/Security 1 (7%) - 1 (3%) -
Total 14 - 33 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (93%) - 31 (94%) -
  Texas 3 (21%) - 4 (12%) -
  Wisconsin 1 (7%) - 4 (12%) -
  Ohio 1 (7%) - 3 (9%) -
  Florida 1 (7%) - 3 (9%) -
  California 2 (14%) - 2 (6%) -
  New York 1 (7%) - 2 (6%) -
  Virginia 1 (7%) - 2 (6%) -
  Minnesota 1 (7%) - 1 (3%) -
  Georgia 1 (7%) - 1 (3%) -
  Arizona 1 (7%) - 1 (3%) -
  Tennessee - - 1 (3%) -
  Oklahoma - - 1 (3%) -
  Nevada - - 1 (3%) -
  Indiana - - 1 (3%) -
  Colorado - - 1 (3%) -
  Washington - - 1 (3%) -
Ireland 1 (7%) - 1 (3%) -
Luxembourg - - 1 (3%) -
Domestic 13 (93%) - 31 (94%) -
Cross-border 1 (7%) - 2 (6%) -
Total 14 - 33 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (14%) - 11 (33%) -
Secondary Buyout 6 (43%) - 11 (33%) -
Growth Capital 5 (36%) - 7 (21%) -
Consolidation 1 (7%) - 2 (6%) -
Recapitalization - - 2 (6%) -
Total 14 - 33 -

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (39%) -
Trade Sale - Public Company 6 (33%) 551M (73%)
Trade Sale 3 (17%) 200M (27%)
Merger 1 (6%) -
Stake Sale 1 (6%) -
Total 18 $751M

Top M&A Advisors

Financial Deals
Robert W. Baird & Co., Inc.
 1
William Blair & Co. LLC
 1
Legal Deals
Hirschler Fleischer PC
 2
Perkins Coie LLP
 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
Investor(s)
33%
11 (33%)
Exited to
Investor(s)
39%
7 (39%)
Strategic(s)
56%
10 (56%)

Investor Summary

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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