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 → 

 
 

50 of the Best in Private Equity