About Bertram Capital
Bertram Capital is a Financial Services company based in Foster City (United States) founded in 2006. Bertram Capital is focused on private equity investments in lower middle-market companies. It operates on a Brokerage / Intermediation and Professional Services model in Financial Services and Technology sectors. 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. Its focus areas include Financials, Capital Markets, Private Equity and Software & Services.
Company details
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.
- Investments & AcquisitionsAFC Industries
& 21 more
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.
Investments are made in lower middle-market companies.
Technology solutions are provided to accelerate business growth.
Strategic frameworks are offered for business transformation.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Corporate and additional services are offered to the non-profit sector. | cogencyglobal.com | New York, United States | 1980 | Feb 2022 | •••• | |
Commercial playground equipment and outdoor fitness products are manufactured. | bciburke.com | Fond Du Lac, United States | 1920 | Dec 2021 | •••• | |
AFC Industries is recognized as a full-service industrial distributor. | afcind.com | Fairfield, United States | 2015 | Apr 2021 | •••• | |
Safety cutters and knives are offered for industrial use. | safetyproductsholdings.com | Irvine, United States | 1950 | Dec 2020 | •••• | |
Fluid measurement, control, and filtration products are manufactured and distributed. | flowcontrolgroup.com | Birmingham, United States | 2014 | Jan 2019 | •••• | |
Premium home furnishings are manufactured and distributed. | perennialsandsutherland.com | Dallas, United States | 1977 | Jan 2019 | •••• | |
Provider of vehicle upfitting services | bearcom.com | Garland, United States | 1981 | Jul 2018 | •••• | |
Compliance assistance is provided to companies in FDA-regulated industries. | registrarcorp.com | Hampton, United States | 2003 | Jun 2018 | •••• | |
Developer of marginal oil and gas field development solutions | mardix.com | Kendal, United Kingdom | 1966 | Jan 2018 | •••• | |
Consumer products are supplied and distributed to e-commerce retailers. | trademarkglobal.com | Lorain, United States | 1999 | Nov 2016 | •••• |
Complete acquisition details for Bertram Capital
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Timeline of Bertram Capital
11 dated milestones of Bertram Capital across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Bertram Capital is founded.
- Acquisition Acquires Trademark Global.
- Acquisition Acquires Mardix.
- Acquisition Acquires Registrar Corp.
- Acquisition Acquires Bearcom.
- Acquisition Acquires Perennials and Sutherland.
- Acquisition Acquires Flow Control Group.
- Acquisition Acquires Safety Products Holdings.
- Acquisition Acquires AFC Industries.
- Acquisition Acquires BCI Burke.
- Acquisition Acquires COGENCY GLOBAL.
Top companies in Private Equity Funds
3 companies that operate in the same segment as Bertram Capital (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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Frequently Asked Questions about Bertram Capital
Bertram Capital was founded in 2006.
Bertram Capital is headquartered in Foster City, United States. It is registered at Foster City, California, United States.
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.
Bertram Capital offers Private Equity Investment, Bertram Labs Technology Enablement, and Value Creation Strategy.
Bertram Capital has made 22 acquisitions, including AFC Industries, Author Solutions, and BCI Burke.