Investment Summary |
|
|---|---|
| Date | 2024-09-25 |
| Target | MSE Supplies |
| Sector | Medical Products |
| Investor(s) | Bertram Capital |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Agnostic |
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 | 45 of 46 |
| Sector: Medical Products M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 13 of 13 |
| State: Arizona M&A | 2 of 2 |
| Country: United States M&A | 42 of 43 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-30 |
Ridgeline Roofing and Restoration
Odenville, Alabama, United States Ridgeline Roofing and Restoration is a roofing and restoration company specializing in residential re-roofing services. Ridgeline Roofing and Restoration was founded in 2020 and is based in Odenville, Alabama. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-02 |
Best Version Media
Brookfield, Wisconsin, United States Best Version Media provides hyper-local, multi-channel advertising solutions for small and medium-sized businesses (“SMBs”) across the United States and Canada. The Company partners with independent publishers to produce curated local content that provides SMB clients across various end markets with the tools to connect with their communities and acquire high-value customers effectively. Best Version Media was founded in 2007 and is based in Brookfield, Wisconsin. |
Sell | - |
