Bertram Capital Management

950 Tower Lane
Foster City, CA 94404

Website: bcap.com

Firm Size

• Assets Under Management (AUM):$3.5 Billion
• Number of Funds:11
• Employees:40
• Firm Type:Private Equity
• Focus Areas: Software & Technology
  Manufacturing
  Services
  Healthcare
  Consumer
  

Description

Bertram Capital Management LLC is an investment management firm based in Foster City, California. The firm focuses on providing private equity and credit solutions to middle-market companies. With a team consisting of experienced professionals in finance, operations, and technology, Bertram Capital aims to partner with management teams to create long-term sustainable value in its portfolio companies. The firm specializes in sectors such as industrial manufacturing, technology, healthcare, business services, and consumer products. It seeks to deploy its capital in companies with attractive growth prospects and solid market positions. Bertram Capital employs a collaborative approach with its portfolio companies, leveraging its expertise and resources to drive operational improvements, implement growth strategies, and enhance overall performance. By actively participating in the strategic decision-making process, the firm aims to provide its portfolio companies with the necessary support to achieve their goals. The investment philosophy of Bertram Capital is centered around identifying investment opportunities where operational improvements can generate significant value. The firm believes in implementing hands-on engagement to transform portfolio companies through strategic initiatives, organic growth, and add-on acquisitions. In addition to its investment activities, Bertram Capital also emphasizes the importance of environmental, social, and governance (ESG) factors. The firm integrates ESG considerations into its investment process to ensure responsible investment practices and long-term sustainability. Overall, Bertram Capital Management LLC is a private equity firm that seeks to partner with middle-market companies and drive value creation through operational improvements and strategic initiatives. Their expertise, experience, and emphasis on responsible investing make them a trusted partner for companies seeking growth and transformation.

Latest News

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Jan 18, 2024: Bertram Capital Hits Hard Cap, Closes Fund V with $1.5 Billion in Limited Partner Commitments
Bertram Capital Management, LLC ("Bertram"), a middle-market private equity firm, today announced the closing of its fifth committed capital investment fund, Bertram Capital V, L.P. ("BC V" or the "Fund"). The Fund was oversubscribed in interest with total limited partner commitments of $1.5 billion , exceeding the $1.25 billion target.