M&A Deal Summary

Bertram Capital Acquires Burke

On December 15, 2021, private equity firm Bertram Capital acquired consumer products company Burke from Halifax Group

Acquisition Highlights
  • This is Bertram Capital’s 5th transaction in the Consumer Products sector.
  • This is Bertram Capital’s 33rd transaction in the United States.
  • This is Bertram Capital’s 5th transaction in Wisconsin.

M&A Deal Summary
Date 2021-12-15
Target Burke
Sector Consumer Products
Buyer(s) Bertram Capital
Sellers(s) Halifax Group
Deal Type Secondary Buyout

Target

Burke

Fond du Lac, Wisconsin, United States
Burke's corporate headquarters in Fond du Lac, Wisconsin.
Burke's corporate headquarters in Fond du Lac, Wisconsin.
Burke is a provider of commercial play and outdoor recreation solutions for public parks, educational institutions, early childcare centers, and commercial developments. The Company specializes in play systems and provides a wide array of other playground and recreation necessities, including outdoor musical instruments, safety surfacing, outdoor fitness products, and site amenities. Burke’s advanced modular play systems can be configured and customized in a myriad of ways with colors, designs, and different levels of challenge. Its products are not only for physical movement; they ignite cognitive, social, emotional, and imaginative skill development in children of all abilities. Burke was formed in 1920 and is based in Fond du Lac, Wisconsin.

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Buyer(S) 1

Buyer

Bertram Capital

Foster City, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2006
PE ASSETS 3.0B USD
Size Large
Type Sector Agnostic
DESCRIPTION

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.

DEAL STATS #
Overall 36 of 45
Sector (Consumer Products) 5 of 6
Type (Secondary Buyout) 12 of 12
State (Wisconsin) 5 of 5
Country (United States) 33 of 42
Year (2021) 6 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-10-28 Solo Brands

Grapevine, Texas, United States

Solo Brands is a platform for the next generation of digitally-connected, direct-to-consumer (DTC) brands that develops and produces lifestyle products to help customers create good moments and lasting memories. Solo Brands was founded in 2011 and is based in Grapevine, Texas.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-02-15 Cogency Global

New York, New York, United States

Cogency Global provides a full range of registered agent, transactional and corporate compliance services for law firms, lenders and multi-jurisdictional corporations in the US and internationally. Cogency Global was founded in 1980 and is based in New York City.

Buy -

Seller(S) 1

SELLER

Halifax Group

Washington, District of Columbia, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1999
PE ASSETS 1.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

The Halifax Group is a private equity firm focused on investing in established, profitable, and growing companies. The Firm prefers completing transactions in partnership with management and typically looks to invest $40 to $80 million per acquisition. Prospective companies generally have revenues of at least $20 million and EBITDA greater than $8 million. Sectors of interest include business services, healthcare services, infrastructure services, and 'wellness' products and services. Halifax prefers opportunities located in North America. The Halifax Group was formed in 1999 and is based in Washington, DC, with additional offices in Dallas, Texas and Raleigh, North Carolina.

DEAL STATS #
Overall 22 of 24
Sector (Consumer Products) 2 of 2
Type (Secondary Buyout) 12 of 14
State (Wisconsin) 1 of 1
Country (United States) 18 of 20
Year (2021) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-01 CDL Nuclear Technologies

Wexford, Pennsylvania, United States

CDL Nuclear Technologies provider of cardiac PET (positron emission tomography) turnkey services and PET radioactive isotopes (radioisotopes) delivery solutions to independent cardiology practices and hospitals in the U.S. CDL Nuclear Technologies was founded in 1992 and is based in Wexford, Pennsylvania.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-19 Case Facilities Management Solutions

North Attleborough, Massachusetts, United States

Case Facilities Management Solutions is a provider of snow management and landscaping services to customers across the U.S. Case Facilities Management Solutions was formed in 2009 and is headquartered in North Attleboro, Massachusetts.

Buy -
Mergr

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