PE  Bertram Capital

     Office Locations:

800 Concar Drive, Suite 100
San Mateo, CA 94402
Phone: 650-358-5000
Fax: 650-358-5001



  • Middle Market



  • Business Services
  • Energy & Clean Tech
  • Life Sciences & Healthcare
  • Manufacturing & Industrial



    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 $30-$250M, EBITDA of $5-$30M, 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.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Silicon Valley Database subscription.
    Brian Wheeler Partner
    David Hellier Partner
    Ingrid Swenson Managing Director and Partner
    Jared Ruger Partner
    Jeff Drazan Managing Partner


    Portfolio companies include:


    Recent News: