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.
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In the last 3 years, Bertram Capital has acquired 1 company. It has also invested in 2 others.
Bertram Capital’s most common sectors for investment are healthcare services (16%) and internet software and services (12%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (47%) and secondary buyout (24%). 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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