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

Phone:

650-358-5000

Fax:

650-358-5001

Key Executives for Bertram Capital Management LLC

Managing Partner
Age: 56
Co-Founder and Operating Partner
Partner, MD, CFO, & Chief Compliance Officer
Partner
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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States
1650 Wealth Management, LLC United States

Recent Private Companies Transactions

Type
Date
Target
Private Placement
January 2, 2018
Mardix Holdings Ltd
Merger/Acquisition
September 19, 2017
Spectrio, LLC
Private Placement
June 8, 2017
Anord Control Systems (Holdings) Limited
\
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
Tax Management Inc United States
John F. Kennedy Center For The Performing Arts United States
NYC2012, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Bertram Capital Management LLC, please visit www.bertramcapital.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.