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 8 others.

Bertram Capital’s most common sectors for investment areconsumer products (14%) and healthcare services (7%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (32%) and growth capital (29%). In total, Bertram Capital has invested in 21 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2021 when it acquired Perimeter Solutions for $2.0B.

In the last 3 years, Bertram Capital has exited 11 companies. The Firm’s most common exit type is trade sale (43%). 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 Activity70
    • M&A Buy Activity44
    • M&A Sell Activity26
  • Total Sectors Invested 23
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 18
  • M&A Advisors 7

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.4/yr) # 27 2 6 5 2 2 44
vol $2.0B $700M $2.7B
Sell (2.6/yr) # 13 2 5 3 2 1 26
vol $751M $540M $1.3B
  70

Most Recent M&A

Company Date Value Type
MSE Supplies LLC 2024-09-25 - Growth Capital
Tucson, Arizona · www.msesupplies.com
Ridgeline Roofing and Restoration LLC 2024-01-30 - Growth Capital
Odenville, Alabama · www.ridgeline-roofing.com
Datavail Corp. 2024-01-16 - Secondary Sale
Broomfield, Colorado · www.datavail.com
The Vinyl Outlet 2023-11-28 - Merger
Cheektowaga, New York · www.thevinyloutlet.com
BearCom Group, Inc. 2023-11-27 - Secondary Sale
Garland, Texas · www.bearcom.com
Deer Management Systems LLC 2023-05-01 700M USD Buyout (LBO, MBO, MBI)
Caledonia, Minnesota · www.tactacam.com
The Vinyl Outlet 2023-04-25 - Growth Capital
Cheektowaga, New York · www.thevinyloutlet.com
NEFCO Holding Company LLC 2022-08-10 - Growth Capital
East Hartford, Connecticut · www.gonefco.com
TSR Concrete Coatings 2022-05-17 - Merger
Lena, Illinois · www.tsrconcretecoatings.com
ReVamp Companies 2022-05-17 - Consolidation
Lena, Illinois · www.revampcompanies.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
ReVamp Companies 2022-05-17 The Vinyl Outlet 2023-11-28 4
Lena, Illinois · www.revampcompanies.com Cheektowaga, New York · www.thevinyloutlet.com
AFC Industries, Inc. 2021-04-20 White Distribution & Supply, Inc. 2023-06-08 5
College Point, New York · www.afcindustries.com Fairbury, Illinois · www.whds.com
AFC Industries, Inc. 2021-04-20 Motor City Industrial LLC 2023-01-30 4
College Point, New York · www.afcindustries.com Hazel Park, Michigan · www.motorcityfasteners.com
AFC Industries, Inc. 2021-04-20 TFC Europe Ltd. 2022-06-27 3
College Point, New York · www.afcindustries.com East Sussex, United Kingdom · www.tfc.eu.com
ReVamp Companies 2022-05-17 TSR Concrete Coatings 2022-05-17 3
Lena, Illinois · www.revampcompanies.com Lena, Illinois · www.tsrconcretecoatings.com
Aperture Pet & Life 2022-04-20 Bulk Reef Supply 2022-04-20 1
Golden Valley, Minnesota · www.apetlife.com Golden Valley, Minnesota · www.bulkreefsupply.com

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 4 (22%) - 6 (13%) -
Building Materials 2 (11%) - 3 (7%) -
Healthcare Services - - 3 (7%) -
Machinery - - 3 (7%) -
Manufacturing 2 (11%) - 3 (7%) -
Marketing 2 (11%) - 3 (7%) -
Electronics 1 (6%) 700M (26%) 2 (4%) 700M (26%)
Apparel/Textiles 1 (6%) - 2 (4%) -
Automotive 1 (6%) - 2 (4%) -
Distribution 1 (6%) - 2 (4%) -
Electrical Equipment - - 2 (4%) -
Internet Software and Services - - 2 (4%) -
Safety/Security 1 (6%) - 2 (4%) -
Chemicals 1 (6%) 2.0B (74%) 1 (2%) 2.0B (74%)
Business Services 1 (6%) - 1 (2%) -
Construction - - 1 (2%) -
Digital Media - - 1 (2%) -
E-Commerce - - 1 (2%) -
Furniture - - 1 (2%) -
Information Technology - - 1 (2%) -
Medical Products 1 (6%) - 1 (2%) -
Plastics - - 1 (2%) -
Publishing - - 1 (2%) -
Total 18 $2.7B 45 $2.7B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (94%) 2.7B (100%) 42 (93%) 2.7B (100%)
  Wisconsin 2 (11%) - 5 (11%) -
  New York 2 (11%) - 4 (9%) -
  Texas 1 (6%) - 4 (9%) -
  Minnesota 2 (11%) 700M (26%) 3 (7%) 700M (26%)
  Ohio 1 (6%) - 3 (7%) -
  Illinois 1 (6%) - 3 (7%) -
  Florida 1 (6%) - 3 (7%) -
  California 2 (11%) - 2 (4%) -
  Arizona 2 (11%) - 2 (4%) -
  Virginia - - 2 (4%) -
  Missouri 1 (6%) 2.0B (74%) 1 (2%) 2.0B (74%)
  Connecticut 1 (6%) - 1 (2%) -
  Alabama 1 (6%) - 1 (2%) -
  Washington - - 1 (2%) -
  Tennessee - - 1 (2%) -
  North Carolina - - 1 (2%) -
  Nevada - - 1 (2%) -
  Indiana - - 1 (2%) -
  Georgia - - 1 (2%) -
  Colorado - - 1 (2%) -
Germany 1 (6%) - 1 (2%) -
Ireland - - 1 (2%) -
Luxembourg - - 1 (2%) -
Domestic 17 (94%) 2.7B (100%) 42 (93%) 2.7B (100%)
Cross-border 1 (6%) - 3 (7%) -
Total 18 $2.7B 45 $2.7B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (17%) 700M (26%) 14 (31%) 700M (26%)
Growth Capital 6 (33%) - 13 (29%) -
Secondary Buyout 6 (33%) - 12 (27%) -
Consolidation 2 (11%) - 3 (7%) -
Recapitalization - - 2 (4%) -
Add-on Acquisition 1 (6%) 2.0B (74%) 1 (2%) 2.0B (74%)
Total 18 $2.7B 45 $2.7B

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (42%) -
Trade Sale - Public Company 7 (27%) 1.1B (85%)
Trade Sale 4 (15%) 200M (15%)
Merger 3 (12%) -
IPO 1 (4%) -
Total 26 $1.3B

Top M&A Advisors

Financial Deals
William Blair
 1
BlackArch
 1
Houlihan Lokey
 1
Legal Deals
Hirschler Fleischer
 3
Perkins Coie
 2

Deal Values

buy # Total
> $1B 1 $2.0B
$100M to $1B 1 $700M
TOTAL $2.7B
Largest Perimeter Solutions
$2.0B (2021-06-16)
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)
29%
13 (29%)
Exited to
Investor(s)
42%
11 (42%)
Strategic(s)
54%
14 (54%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

3.0B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Jeff Drazan

Managing Partner

David Hellier

Partner

Jared Ruger

Partner

Kevin Yamashita

Partner

Ryan Craig

Partner

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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