Bertram Capital Management

Bertram Capital Management

Signal active

Investment Firm

Overview

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, they committed to providing meaningful operational and strategic resources to facilitate rapid growth in revenue and profitability. They work with companies to unlock the full potential of previously resource-constrained businesses. Bertram Capital's core objective is to propel management teams in their quest to build more capable, faster-growing, and highly profitable enterprises.

Highlights

Founded

2006

Industry

Financial Services

Employees

51-100

Investment

16

Lead Investment

11

Exits

1

Stages

Early Stage Venture, Private Equity

Investor Type

Private Equity Firm

Location

United States, North America

Contact Information

Social

Profile Resume

Bertram Capital Management, established in 2006 and headquartered in United States, North America., specializes in Early Stage Venture, Private Equity investments across Information Technology, Software, Database, Analytics, Financial Services, Venture Capital, Real Estate, Wind Energy, Automotive, Logistics. The organization boasts a portfolio of 16 investments, with an average round size of $3.1M and 1 successful exits. Their recent investments include RocketOn, D. E. Shaw & Co., ECS Tuning, Sandbox Studio, OneKreate. The highest investment round they participated in was $193.6M. Among their most notable exits are RocketOn and D. E. Shaw & Co.. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Tom Beerle

Tom Beerle

Partner

imagePlace Tom Long

Tom Long

Head of Growth & Marketing

imagePlace Ryan Craig

Ryan Craig

Partner

imagePlace Ivy Ono

Ivy Ono

CFO

imagePlace Alex Goldscher

Alex Goldscher

Vice President

imagePlace Michelle Chao

Michelle Chao

Senior Vice President, Origination & Capital Markets

Investment portfolio

Bertram Capital Management has made 16 investments. Their most recent investment was on Feb 01, 2008, when RocketOn raised $5.8M.

investments

16

Diversity investments

0

Lead investments

11

Number of exits

1

Investments

16

Annouced DateOrganization NameIndustryMoney Raised
Feb 09, 2021
Aperture Pet & Life Aperture Pet & Life
Petnull
Aug 10, 2022--null
Apr 25, 2023
The Vinyl Outlet The Vinyl Outlet
Constructionnull
Jan 30, 2024
Ridgeline Roofing & Restoration Ridgeline Roofing & Restoration
Constructionnull

Exits

1

Funding Timeline

Funding rounds

16

Investors

0

Funds

10

Funding Rounds

16

Bertram Capital Management has raised 16 rounds. Their latest funding was raised on Jan 30, 2024 from a Private Equity Round - Ridgeline Roofing & Restoration round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Feb 09, 2021
Private Equity Round - Aperture Pet & Life Private Equity Round - Aperture Pet & Life
-0-
Aug 10, 2022
Private Equity Round - NEFCO Private Equity Round - NEFCO
-0-
Apr 25, 2023
Private Equity Round - The Vinyl Outlet Private Equity Round - The Vinyl Outlet
-0-
Jan 30, 2024
Private Equity Round - Ridgeline Roofing & Restoration Private Equity Round - Ridgeline Roofing & Restoration
-0-

Investors

0

There is no funding round available on this profile

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

Invest in industries

Recent Activity

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