October 26, 2016 2:59 PM ET

Capital Markets

Company Overview of Bertram Capital Management LLC

Company Overview

Bertram Capital Management LLC is a private equity firm specializing in management buyouts, shareholder liquidity events, divestitures, add-on acquisitions, growth capital, and lower middle market companies. For add-on acquisitions, it may invest in smaller or earlier stage companies. It primarily invests in the business services, healthcare and healthcare services, manufacturing, consumer, industrial, aerospace, cleantech, and technology sectors. It typically invests in North America with a focus on the United States of America. The firm seeks to invest between $25 million and $100 million in its platform companies with further investment for add-on investments. It typically invests in comp...

800 Concar Drive

Suite 100

San Mateo, CA 94402

United States

Founded in 2006





Key Executives for Bertram Capital Management LLC

Managing Partner
Age: 55
Co-Founder and Operating Partner
Partner, Managing Director, Chief Financial Officer, and Chief Compliance Officer
Compensation as of Fiscal Year 2016.

Bertram Capital Management LLC Key Developments

Rowmark And Bertram Eye Acquisitions

Rowmark, LLC and its parent company, Bertram Capital Management LLC are continuing to look for acquisition opportunities.

Bertram Capital Appoints Paul Price as CEO of CreativeDrive

Bertram Capital announced that it has appointedPaul Price as the Chief Executive Officer of CreativeDrive, its omni-channel content creation and marketing solutions platform. Price will oversee group operations that include Sandbox Studio, OneKreate, Totem Design and Dune Studios. As CEO, Price will focus on harnessing CreativeDrive's diverse operational capabilities and studio network to enhance the company's offering and drive continued growth. With the appointment of Price as CreativeDrive CEO, Co-Founders Brad Tuckman and Joe Barrett will focus on strategic acquisitions designed to help the company better service their clients, both domestically and internationally. Additionally Tuckman and Barrett will lead efforts in ensuring that all of their clients continue to receive best in class content and services.

Bertram Capital Announces Technology-Driven Content Services Platform CreativeDrive

Bertram Capital announced its new technology-enabled content ecosystem, CreativeDrive. The new brand represents the technology hub designed to satisfy the growing need for dynamic content in an omni-channel retail environment. CreativeDrive and its brands, Sandbox Studio, OneKreate, Totem and Dune fill an unmet need in the content creation market by providing the technology and process required to accelerate and manage content creation. CreativeDrive has a significant national footprint with fourteen studios strategically located across the U.S. The breadth of locations and studio capacity provides a significant competitive advantage enabling the teams to deliver localized service and produce highly compelling content at an attractive economic value to meet the needs of clients in vertical markets including mass merchandise retail, fashion apparel and accessories and consumer products goods. In 2016, CreativeDrive will relocate Sandbox's Manhattan studio to 55 Water Street. With a 75,000 square foot studio adjoining a one-acre outdoor park, it will provide maximum production efficiency and stands to deliver an unparalleled creative experience for clients and staff. Since the merger of Sandbox and OneKreate in March 2015, the teams have integrated and streamlined the workflow platform, CreativeDrive. The company is now targeting strategic acquisitions to further strengthen its national and global footprint, enabling its brands to collaborate seamlessly through an integrated technology platform with clients around the world.

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