Bertram Capital Management
- Company typePrivate
- Founded2006
- HeadquartersSan Mateo, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
Bertram Capital Management firmographics
Firmographics- 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
Where Bertram Capital Management is headquartered
LocationHeadquarters
- HQ city
- San Mateo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bertram Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom investment terms based on fund strategy and deal structure |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Bertram Capital Management product offering
Product offeringCore 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
Companies that use Bertram Capital Management
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles2 records
Bertram Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Bertram Capital Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Bertram Capital Management competitors and assessment
Company assessmentDirect 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
Bertram Capital Management social profiles
Digital presenceBertram Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bertram Capital Management leadership team
Management profileNumber of profiles
Profiles1 record
Bertram Capital Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
Bertram Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bertram Capital Management M&A and investment
M&A and investmentM&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
What does Bertram Capital Management do?
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.
Is Bertram Capital Management a public or private company?
Bertram Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bertram Capital Management founded?
Bertram Capital Management was founded in 2006. It employs 51 to 100 people.
Where is Bertram Capital Management based?
Bertram Capital Management is headquartered in San Mateo, United States, in the North America region.
How does Bertram Capital Management make money?
One revenue line is on record: private Equity Fund Management.
Who are Bertram Capital Management's main competitors?
Direct peers on record are Audax Group, Genstar Capital, Wynnchurch Capital, American Industrial Partners, Peak Rock Capital, Trinity Hunt Partners and New Mountain Capital. Broad incumbents are Centerbridge Partners, KKR and Bain Capital.
Does Bertram Capital Management have an API?
No public API is recorded for Bertram Capital Management.