Name

Bertram Capital Management

Legal name

Bertram Capital Management, LLC

Website

https://bertramcapital.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Headquarters

HQ city

San Mateo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Private Equity Fund Management: Bertram Capital generates revenue through management fees on committed capital and carried interest/performance fees from successful portfolio company exits. The firm has raised over $4B of capital commitments across multiple funds.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Bertram Capital Management is a private equity firm that invests in lower middle market companies, deploying control-equity capital from its Flagship Fund and Ignite Fund. Beyond capital, the firm provides operational support through its proprietary Bertram High 5 value creation framework and in-house digital transformation capabilities via Bertram Labs, helping under-optimized portfolio companies grow into market leaders.

Product overview

Bertram Capital Management is a private equity firm offering investment funds (Flagship Fund and Ignite Fund) for lower middle-market companies. The firm provides a proprietary value creation framework called Bertram High 5℠, which guides portfolio company transformation through management strengthening, operational improvements, acquisitions, sales/marketing enhancements, and technology leverage. The cornerstone of this strategy is Bertram Labs, an in-house technology team enabling digital transformation across the portfolio through capabilities in digital marketing, e-commerce, analytics, and application development.

Differentiator

Problem solved

Functional benefit

Brands

• Bertram Labs: In-house technology team of product strategists, software engineers, visual designers, online marketers, and social media experts driving digital transformation across portfolio companies.
• Bertram High 5
• Ignite Fund

Products and services

• Flagship Fund Bertram Capital's primary private equity fund acquiring primarily control positions in under-optimized lower middle-market companies with EBITDA of $7.5M-$50M, revenue of $50M-$250M, and enterprise value of $150M-$500M. Targeted at business owners and management teams seeking strategic growth capital.
• Ignite Fund Bertram Capital's small-cap strategy fund targeting control and/or non-control positions in under-optimized companies with minimum $3.5M EBITDA, revenue of $25M-$50M, and enterprise value of $50M-$150M. Designed for earlier-stage/smaller opportunities than the Flagship Fund.
• Bertram High 5 (Value Creation Strategy) Proprietary operationally-focused value creation strategy encompassing management augmentation, operational initiative implementation, complementary business acquisition, sales and marketing improvements, and technology/IP leverage. Applied to portfolio companies to accelerate growth.
• Bertram Labs In-house technology team of product strategists, software engineers, visual designers, online marketers, and social media experts that drives growth and value for portfolio companies through digital marketing, e-commerce, big data and analytics, application development, and platform optimization.

Quantifiable outcome

• Scaled from inaugural fund of $250M to $1.6B in fifth fund, demonstrating capital-raising success and LP confidence
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Audax Group: Audax is one of the most established lower middle market PE sponsors with a buy-and-build platform model that closely mirrors Bertram's thesis across Business Services, Consumer, Industrial, and Technology. Both firms target control positions in sub-$50M EBITDA companies and rely on add-on acquisitions to scale platforms — making Audax a direct peer in deal sourcing, LP fundraising, and operating model.
• Genstar Capital: Genstar is a middle-market PE firm investing in similar sectors (Business Services, Consumer, Industrial, Financial Services, Healthcare) and a similar value creation / operational improvement thesis as Bertram. Both target companies with $5-50M+ EBITDA and use buy-and-build and operational support as core value drivers.
• Wynnchurch Capital: Wynnchurch is a lower middle market PE firm focused on industrial and business services buyouts with a buy-and-build approach, similar to Bertram's industrial and consumer playbook. Both compete for similar platform and add-on opportunities in the same enterprise value range.
• American Industrial Partners: American Industrial Partners focuses on industrial sector buyouts at the middle market, overlapping with Bertram's Industrial sector lane (AFC Industries, Safety Products Global, Applied Adhesives, Perennials/Sutherland). Both pursue control positions and operational improvement in industrial distribution, manufacturing, and specialty industrial businesses.
• Peak Rock Capital: Peak Rock is a middle-market PE sponsor investing in business services, consumer, and industrial companies with similar EBITDA profile to Bertram's target range. Both rely on operational value creation and have comparable fund sizes in the lower middle market.
• Trinity Hunt Partners: Trinity Hunt is a lower middle market PE firm focused on business services, consumer, and industrial companies with EBITDA in the $5-50M range — directly overlapping with Bertram's flagship fund criteria. Both pursue founder/family-owned businesses and buy-and-build strategies.
• New Mountain Capital: New Mountain is a middle-market PE firm operating with similar sector breadth (Business Services, Consumer, Industrial, Tech-enabled) and an operationally intensive value creation approach. Comparable in fund size and target company profile to Bertram's flagship fund.

Broad incumbents

• Centerbridge Partners: Centerbridge is a larger multi-strategy alternative asset manager with control PE and credit strategies that overlap with Bertram's middle-market control buyout focus, particularly in consumer, industrial, and business services. A broader incumbent rather than a niche peer.
• KKR: KKR is a global incumbent that has been moving deeper into the lower middle market with dedicated strategies and direct competitor to Bertram for control positions in the same EBITDA band. Overlap is real but KKR's breadth and scale dwarf Bertram.
• Bain Capital: Bain Capital operates a broad PE platform with middle market and large-cap strategies competing with Bertram in the lower middle market end of the spectrum. An incumbent peer with substantially greater scale and brand.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Customer concentration

• LinkedInlinkedin.com/company/bertramcapital/posts/?feedView=all
• Xx.com/BertramCapInt

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A19 records

Investments20 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bertram Capital Management