Bertram Capital Management

Private equity firm for business growth

San Mateo, California, United States

About Bertram Capital Management

Bertram Capital Management focuses on private equity investments, partnering with business owners and management teams to develop companies into industry leaders. The firm raises capital to invest in businesses, utilizing strategic growth capital and proprietary methods like Bertram High and Bertram Labs to facilitate transformation and growth. Unlike many competitors, Bertram Capital emphasizes unique procurement and distribution capabilities, which allow them to serve major online retailers effectively. Their portfolio includes companies such as NEFCO and Status, showcasing their ability to enhance value through strong relationships and U.S.-based manufacturing. The primary goal of Bertram Capital is to increase the value of their investments, generating significant returns for their clients.

San Mateo, CaliforniaHeadquarters
2006Year Founded
$6.1MTotal Funding
VENTURE_UNKNOWNCompany Stage
Venture Capital, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Unlimited Paid Time Off
Phone/Internet Stipend

Risks

Increased competition in private equity could lead to higher acquisition costs.
Rising interest rates may impact Bertram Capital's ability to finance new acquisitions.
Volatility in global supply chains could affect operations of newly acquired companies.

Differentiation

Bertram Capital uses proprietary processes like Bertram High and Bertram Labs for growth.
The firm focuses on transforming businesses into market leaders through strategic growth capital.
Bertram Capital has a strong U.S.-based manufacturing capability and marquee customer relationships.

Upsides

Bertram Capital won the 2024 Top PE Innovator Award for its innovative practices.
The firm leverages unique procurement and distribution capabilities for top online retailers.
Bertram Capital's acquisition of MSE Supplies expands its reach in advanced materials.