Unlock Your PotentialTM

Bertram Capital aims to transform businesses into market leaders.

View Philosophy

For Businesses

We partner with business owners and management teams with the goal of building industry-leading companies.


For Intermediaries

We value our intermediary relationships for investment opportunities and sell-side advisory.


About Us

Bertram Capital Est 2006

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Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3B of capital commitments. 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, complementary 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.

Investment Criteria

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Industry Focus

  • Business Services
  • Consumer
  • Industrial/Manufacturing
  • Technology
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Size Characteristics

  • Revenue: $20 – $250M
  • EBITDA: $5 – $35M
  • Add–ons can be Smaller/Earlier Stage
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Transaction Structure

  • Preference for Control
  • Private Companies or Divestitures
  • Management Buyouts
  • Shareholder Liquidity Events
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Equity Strategy

  • Enterprise Value: $50 – $500M
  • Platform Equity Check Range: $25 – $250M
  • Ample Capital Available for Add–ons
  • Low Leverage: ~50 – 70% Equity

Bertram High 5sm

Bertram High Five image Sales and Marketing image Supprt Management image Supply Chain Optimization image Leverage Technology and IP image Add On Acquisitions image


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Bertram Labs is a team of uniquely skilled product strategists, software engineers, visual designers, online marketers, and social media experts. As a core Bertram function, they attain unparalleled alignment with portfolio companies' interests. The combination of aligned business purpose and Bertram Labs’ depth of experience results in technology enablement initiatives that are superior to what our portfolio companies were able to achieve prior to Bertram investment.

See What Bertram Labs is Working On Now >>