Michael Bertrand

Vice President

Crossplane Capital

Direct Phone:

(972) ‬634-7828


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Bio

As a vice president at Crossplane Capital, Michael is responsible for supporting the team across multiple areas, including opportunity screening, financial modeling, company and industry due diligence, and value creation planning. Prior to joining Crossplane Capital, Michael was an investment banking analyst at Goldman Sachs, where he focused on mergers and acquisitions and financing transactions for the firm’s clients. Prior to investment banking, he was a private wealth management analyst at Goldman Sachs. In this role, he worked closely with entrepreneurial families to develop wealth and investment management strategies. Michael has a BS in Finance from Brigham Young University. Born and raised in a large family in Texas, Michael understands the importance of successfully working with others and appreciates the high level of collaboration required to manage a small business. When not working, he enjoys playing basketball or cycling, reading, and going to movies with his wife. He is an unwavering supporter of the Dallas Cowboys and Dallas Mavericks. Frosted Mini Wheats is his favorite cereal.

Education