April 25, 2018 1:04 PM ET

Capital Markets

Company Overview of Bertram Capital Management LLC

Company Overview

Bertram Capital Management LLC is a private equity and venture capital firm specializing in early stage, 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. The firm primarily invests in the business services, healthcare and healthcare services, manufacturing, consumer, industrial, aerospace, cleantech, and information 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 f...

800 Concar Drive

Suite 100

San Mateo, CA 94402

United States

Founded in 2006





Key Executives for Bertram Capital Management LLC

Managing Partner
Age: 56
Co-Founder and Operating Partner
Partner, MD, CFO, & Chief Compliance Officer
Compensation as of Fiscal Year 2017.

Bertram Capital Management LLC Key Developments

Bertram Capital Management LLC Announces Executive Changes

Bertram Capital announced the promotions of Michelle Chao and Alex Goldscher to Vice President, and Soraya Hoberman to Associate.

Bertram Capital Closes $500 Million Private Equity Fund

Bertram Capital announced the successful closing of Bertram Growth Capital III, L.P. & Bertram Growth Capital III-A, L.P., with $500 million of total capital commitments from limited partners. This is the third fund for Bertram, a middle market private equity firm focused on control transactions that leverage its highly differentiated value creation strategy. The Fund closed at its target and hard cap, receiving commitments from over 30 top-tier investors, including endowments, insurance companies, multi-manager funds, consultants, public pensions, corporate pensions and family offices. Like its two preceding funds, Fund III will continue Bertram's demonstrated model of accelerating growth and driving operational improvements to transform under-optimized businesses into market leaders. Bertram leverages its highly differentiated in-house technology team, Bertram Labs, to drive value creation through proprietary IT initiatives in its portfolio companies. The Fund will focus on investing in companies generally with a minimum of $25 million in revenue and $5 million in EBITDA in the business services, consumer, and industrial/manufacturing sectors. The firm is led by its executive partnership team of Jeff Drazan, Kevin Yamashita, Ryan Craig, Jared Ruger, David Hellier, Ingrid Swenson and Brian Wheeler.

Spectrio Mulls Acquisitions

Spectrio, LLC intends to pursue acquisitions. Bertram Capital Management LLC has acquired Spectrio. As a market leader with a vast content library and differentiated content delivery model, proven commitment to customer service, and history of completing accretive add-on acquisitions, Spectrio aligns well with Bertram's unique buy and build investment strategy. We believe there is a robust add-on acquisition landscape, as well as meaningful opportunities to accelerate organic growth,” said Jared Ruger, Partner at Bertram.

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