Bertram Capital Management

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. Investment Criteria: Industry Focus > Business Services > Consumer > Industrial/Manufacturing > Technology Size Characteristics > Revenue: $25-$250M > EBITDA: $3-$35M > Add-ons can be smaller/early stage Transaction Structures > Preference for control/Structured Non-Control > Prefer private companies or divestitures > Management buyouts > Shareholder liquidity events Equity Strategy > Enterprise Value: $50-$500M > Platform equity check range: $10-$250M > Ample capital available for add-ons > Low leverage: ~ 50-70% equity