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, 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.
Investment Criteria:
Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology
Size Characteristics
> Revenue: $20-$250M
> EBITDA: $5-$35M
> Add-ons can be smaller/early stage
Transaction Structures
> Preference for control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events
Equity Strategy
> Enterprise Value: $50-$500M
> Platform equity check range: $25-$250M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity
Disclaimer: http://www.bertramcapital.com/disclaimer