PE  Bertram Capital

http://www.bertramcapital.com





     Office Locations:

800 Concar Drive, Suite 100
San Mateo, CA 94402
Phone: 650-358-5000
Fax: 650-358-5001

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Energy & Clean Tech
  • Life Sciences & Healthcare
  • Manufacturing & Industrial

  •  

    Description:

    With over $850 million under management, Bertram Capital is a private equity firm that partners with management teams to fuel the expansion of lower middle market companies. In addition to supplying flexible investment capital, the firm is committed to providing meaningful operational and strategic resources to facilitate rapid growth in revenue and profitability. The firm's industry focus includes: Business Services, Consumer, Healthcare, and Manufacturing & Operations. Bertram targets investments in companies with revenues of $30-$250M, EBITDA of $5-$30M, providing low leverage (50-70% equity), with $25-$100 million in platform equity, and the remainder allocated to add-ons. Bertram focuses on four transaction structures: management buyouts, shareholder liquidity events, private companies, and a preference for control.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Silicon Valley Database subscription.
    Brian Wheeler Partner
    David Hellier Partner
    Ingrid Swenson Managing Director and Partner
    Jared Ruger Partner
    Jeff Drazan Managing Partner

     

    Portfolio companies include:


      A1C Holdings
        web link


      Anord


      Author Solutions
        web link


      Clarus Glassboards


      CreativeDrive


      ECS Tuning


      Extrusion Dies Industries
        web link


      Maxcess


      Medibis
        web link


      Omnis Health


      One Distribution
        web link


      Paula\'s Choice
        web link


      ProconGPS
        web link


      Rowmark


      Sanare
        web link


      Spireon
        web link


      Trademark Global


      Tyden Group
        web link


     

    Recent News:


      There is no recent news for Bertram Capital.