Bio

Paul focuses on Bertram’s sourcing and origination efforts, managing intermediary relationships and direct company outreach. His responsibilities also include assessing new investment opportunities and assisting the sell side selection process. Prior to Bertram, Paul worked as a Vice President on the deal origination team at Capstone Partners, a middle market investment bank. Before Capstone, Paul held business development roles within the asset management space at Cerulli Associates and F-Squared Investments.