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
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Sectors
Financial ServicesTechnology
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
AFC Industries
& 21 more
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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.
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 |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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AFC Industries is recognized as a full-service industrial distributor.
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2015 | ||||
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Brand of kitchen utensils, shoe racks, vacuum bags and other household products
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2015 | ||||
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Fluid measurement, control, and filtration products are manufactured and distributed.
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2014 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Bertram Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Bertram Capital Comparisons
Competitors of Bertram Capital
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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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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