Bertram Capital Investor Overview

Bertram Capital FAQ

When was Bertram Capital founded?

Bertram Capital was founded in 2006.

What type of investor is Bertram Capital?

Bertram Capital is a private equity firm.

Where is Bertram Capital headquartered?

Bertram Capital is headquartered in Foster City, California.

How much capital does Bertram Capital have under management?

Bertram Capital has 3.0B USD under management.

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Bertram Capital

Bertram Capital Management LLC

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 $20 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, Automotive, Building Materials, Business Services, Consumer Products, Consumer Services, Distribution, Electronics, Energy Services and Equipment, Financial Services, Healthcare Services, Information Technology, Internet Software and Services, Machinery, Manufacturing, Marketing, Publishing, Safety/Security, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue 20 250
Target EBITDA 5 35
Investment Size 25 250
Enterprise Value 50 500
values in millions of USD


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