Bertram Capital Sweeps Through Awards Season
Named Private Equity Firm of the Year and Winner of Two Industrial Deal of the
SAN MATEO, Calif., Jan. 29, 2013
SAN MATEO, Calif., Jan. 29, 2013 /PRNewswire/ --Bertram Capital was
recognized on December 11, 2012 as the Private Equity Firm of the Year at the
11^th Annual M&A Advisor Awards. In addition to winning Firm of the Year,
Bertram Capital was recognized with the Industrial Manufacturing &
Distribution Deal of the Year Award for the $200M sale of EDI Holdings, Inc.
(EDI) to Nordson Corporation. These awards follow Bertram's win on October
10^th at the 2012 International M&A Advisor Awards for its $235M sale of Power
Distribution, Inc. (PDI) to Smiths Group plc in October 2011.
The cross-border sale of PDI to Smiths Group was the firm's first exit and
showcased Bertram Capital's buy and build approach, growing the business more
than 4x in fewer than five years. Bertram didn't have to wait long for its
second exit, announcing the $200M sale of Extrusion Dies Industries to Nordson
Corporation on June 14, 2012 after growing the business over 40% in less than
"Bertram Capital is honored to win these prestigious awards from The M&A
Advisor, most notably our firm's selection as Private Equity Firm of the
Year," said Jeff Drazan, Managing Partner of Bertram Capital. "While winning
the Industrial Deal of the Year Awards for our work on EDI and PDI are
significant achievements on their own, being named the Private Equity Firm of
the Year recognizes the truly differentiated approach to private equity
investing we have created at Bertram Capital. Our integrated team of deal
sourcing, portfolio management and software development through Bertram Labs
enables the Bertram High-5^SM buy and build approach to deliver these
successful outcomes. I am extremely proud of the Bertram Capital team and
appreciate the recognition from The M&A Advisor."
Bertram Capital acquired PDI in April 2007 and quickly completed two add-on
acquisitions, Marelco Power Systems, Inc. in January 2008 and Onyx Power, Inc.
in August 2008. Beginning with PDI as a platform investment with
approximately $30 million in trailing revenue, Bertram Capital applied its
growth-focused approach of strategic acquisitions, aggressive business
development and internal operational improvements to grow the business more
than 4x in fewer than five years, despite the challenging economic
Bertram Capital completed the acquisition of Wisconsin-based EDI in December
2010. By applying the Bertram Capital High 5^SM, a proprietary, systematic
approach to business building, Bertram Capital worked with the EDI team to
streamline manufacturing operations and increase throughput, expand product
categories and sales channels, enhance management, extend its technology and
patent portfolio and augment its global operations.
"Bertram Capital represents the best of the M&A industry in 2012 and earned
these honors by standing out in a group of very impressive finalists," said
Roger Aguinaldo, CEO and Founder of The M&A Advisor. Since 2002, The M&A
Advisor has been honoring the leading M&A transactions, companies and
dealmakers. Bertram Capital was chosen from 423 nominations and over 600
participating companies to receive the awards.
About Bertram Capital
Bertram Capital is a Northern California-based private equity firm focused on
investing in middle-market business services, consumer, industrial, healthcare
and technology companies. Bertram is currently investing out of its $500
million second fund and typically allocates $25-$100 million to each
investment. Since the firm's inception, Bertram has managed in excess of $850
million in committed capital and has completed 10 platform investments and 14
follow-on acquisitions. Visit www.bertramcapital.com for more information.
SOURCE Bertram Capital
Contact: David Hellier, Bertram Capital, +1-650-358-5000,
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