Bertram Capital Management
TOP 50 PE Winner
2020 | 2021
Overview
Founded
2006
Location
San Mateo, CA
Market Focus
Lower middle-market companies in business services, consumer, industrial/manufacturing, technology
Transaction Types
Preference for Control, Prefer Private Companies or Divestitures, Management Buyouts, Shareholder Liquidity Events
Investment Criteria
• Revenue: $25 – $250M
• EBITDA: $5 – $35M
• Add–ons can be Smaller/Earlier Stage
Leadership
Jeff Drazan (Managing Partner), Ryan Craig (Parter), Jared Ruger (Partner) Keven Yamashita (Partner), Tom Beerle (Partner), Tim Heston (Partner), David Hellier (Partner) Brian Wheeler (Partner, Head of Betram Labs)
More on Bertram
Bertram Capital is a private equity firm targeting investments in lower middle market companies. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
Contact Bertram
HQ
800 Concar Drive
Suite 100 San Mateo, CA 94402
Call 650.358.5000 → | Visit bertramcapital.com →