Bertram Capital Management LLC

Bertram Capital Management LLC

Bertram Capital Management LLC

Overview
Date Founded

2006

Headquarters

950 Tower Lane,Suite 1000,Foster City, CA 94404

Type of Company

Private

Employees (Worldwide)

27

Industries

Private Equity & Venture Capital
Accounting & Financial Services
Investment Services & Portfolio Management

Company Description

Bertram Capital Management focuses on investments in lower middle-market companies in the following sectors: Business Services ,Consumer , Industrial/Manufacturing ,Technology. The firm targets companies with revenues of $30 million to $250 million, EBITDA of $5 million to $35 million, investments range from $25 to $250 million and enterprise value of $50 to $500 million. Bertram Capital Management participates in Preference for Control, Prefer Private Companies or Divestitures ,Management Buyouts ,Shareholder Liquidity Events. They prefer to make investments that result in a controlling position for the firm.

Contact Data
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Executives & Employees

Chief Financial Officer

Partner Executive, Investment

Partner, Head of Bertram Labs Bertram Labs, Executive

Partner Executive, Investment

Partner Executive, Investment

Partner Executive, Origination & Capital Markets

Partner Executive, Investment

Head of Investor Relations & Senior Vice President of Origination & Capital Markets Origination & Capital Markets

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Bertram Capital Management LLC
Recent Transactions
Details Hidden

Paine Schwartz Partners LLC, Paine & Partners Founders LP purchase Registrar Corp. from Bertram Capital Management LLC

Details Hidden

Bertram Capital Management LLC purchases AFC Industries, Inc. (Ohio) from Barings LLC (Private Equity), Incline Management Corp., Cordish Dixon Private Equity Fund series(Private Equity)

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Kohlberg Kravis Roberts & Co. LP purchases Flow Control Group from Bertram Capital Management LLC

Transaction Advisors
Legal Advisor

Advised onNordson Corp. purchases EDI Holdings, Inc. from Bertram Capital Management LLC

Investment Advisor

Advised on(The) Jordan Company purchases Spectrio LLC from Brookside Mezzanine Partners Management LLC, Bertram Capital Management LLC

Investment Advisor

Advised onPaine Schwartz Partners LLC, Paine & Partners Founders LP purchase Registrar Corp. from Bertram Capital Management LLC

Legal Advisor

Advised onNordson Corp. purchases EDI Holdings, Inc. from Bertram Capital Management LLC

Legal Advisor

Advised onKohlberg Kravis Roberts & Co. LP purchases Flow Control Group from Bertram Capital Management LLC

Attorney

Advised onKohlberg Kravis Roberts & Co. LP purchases Flow Control Group from Bertram Capital Management LLC

Advisors & Consultants
Custodian

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Custodian

Silicon Valley Bank is the California bank subsidiary and the commercial banking operation of SVB Financial Group. Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Private Bank is a division of Silicon Valley Bank. SVB Financial Group is also a member of the Federal Reserve System.

Legal Advisor

Partner at Goodwin Procter LLP

Legal Advisor

General Counsel at Israel Collaboration Network

Clients

Indiana Public Retirement System provides retirement benefits and services. The company was founded on July 1, 2011 and is headquartered in Indianapolis, IN.

Investments
Details Hidden

In 2010 the idea of Solo Stove was born. Solo Stove started off as a single, simple and unique cooking stove. It was built strong and worked really well. The business started small and slowly. They focused on the customer and building simple, high quality products.

Details Hidden

Morpheus Data LLC develops unified ops orchestration platform. Its solutions include self service, analytics, and automation. The company is headquartered in San Mateo, CA.

Details Hidden

Nordson Extrusion Dies Industries LLC engages in the manufacture of ustom-engineered extrusion die systems. Its products include cast film dies, extrusion coating and laminating dies, and sheet dies. The company was founded by Dennis S. Paradise and Jack Barney in 1971 and is headquartered in Chippewa Falls, WI.

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