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Office Locations:
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950 Tower Lane, Suite 1000
Foster City, CA 94404
Phone: 650-358-5000
Fax: 650-358-5001
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Business Services
Energy & Clean Tech
Life Sciences & Healthcare
Manufacturing & Industrial
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With over $850 million under management, Bertram Capital is a private equity firm that partners with management teams to fuel the expansion of lower middle market companies. In addition to supplying flexible investment capital, the firm is committed to providing meaningful operational and strategic resources to facilitate rapid growth in revenue and profitability. The firm's industry focus includes: Business Services, Consumer, Healthcare, and Manufacturing & Operations. Bertram targets investments in companies with revenues of $20-$250M, EBITDA of $5-$35M, providing low leverage (50-70% equity), with $25-$100 million in platform equity, and the remainder allocated to add-ons. Bertram focuses on four transaction structures: management buyouts, shareholder liquidity events, private companies, and a preference for control.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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