Bertram Capital

Foster City, United States Founded: 2006 • Age: 20 yrs
Bertram Capital is focused on private equity investments in lower middle-market companies.
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About Bertram Capital

Bertram Capital is a company based in Foster City (United States) founded in 2006. It operates as a Brokerage / Intermediation, and Professional Services. Bertram Capital has completed 22 acquisitions, including AFC Industries, Author Solutions and BCI Burke. Bertram Capital offers products and services including Private Equity Investment, Bertram Labs Technology Enablement, and Value Creation Strategy.

  • Headquarter Foster City, United States
  • Sectors
    Financial Services
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Technology → Enterprise IT Services & Distribution
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Bertram Capital

Bertram Capital offers a comprehensive portfolio of products and services, including Private Equity Investment, Bertram Labs Technology Enablement, and Value Creation Strategy. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Investments are made in lower middle-market companies.

Technology solutions are provided to accelerate business growth.

Strategic frameworks are offered for business transformation.

Funding Insights of Bertram Capital

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investments & Acquisitions by Bertram Capital

Bertram Capital has strategically engaged in corporate development activities, having acquired 22 companies. Notable acquisitions include AFC Industries, Author Solutions and BCI Burke. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
AFC Industries is recognized as a full-service industrial distributor.
2015
Brand of kitchen utensils, shoe racks, vacuum bags and other household products
2015
Fluid measurement, control, and filtration products are manufactured and distributed.
2014
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Bertram Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Bertram Capital Comparisons

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Competitors of Bertram Capital

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Bertram Capital

Frequently Asked Questions about Bertram Capital

When was Bertram Capital founded?

Bertram Capital was founded in 2006.

Where is Bertram Capital located?

Bertram Capital is headquartered in Foster City, United States. It is registered at Foster City, California, United States.

What does Bertram Capital do?

Bertram Capital is engaged in private equity investments targeting lower middle-market companies with a focus on transforming them into market leaders. Operations span across business services, consumer, industrial, and technology sectors. Strategic growth capital is provided alongside proprietary processes like Bertram High 5 and Bertram Labs, an in-house technology team driving digital marketing, e-commerce, and analytics. Portfolio companies are supported through management augmentation, operational improvements, and complementary acquisitions. Investments are structured with a preference for control positions in under-optimized businesses, aiming for enhanced growth and strategic relevance.

What products or services does Bertram Capital offer?

Bertram Capital offers Private Equity Investment, Bertram Labs Technology Enablement, and Value Creation Strategy.

How many acquisitions has Bertram Capital made?

Bertram Capital has made 22 acquisitions, including AFC Industries, Author Solutions, and BCI Burke.

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