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Bertram Capital Management

Bertram Capital Management

  • San Mateo, California, United States

  • San Mateo, California

Stage

  • Early Stage , Private Equity

Type

  • Private Equity Firm

Description

Bertram Capital is a private equity firm that partners with management teams to fuel the expansion of lower middle market companies.

Mission

Bertram Capital aims to fuel the expansion of lower middle-market companies by providing flexible investment capital and strategic resources, enabling rapid growth in revenue and profitability. They partner closely with management teams to unlock the full potential of businesses and build highly profitable enterprises.

Beauty Investments #

  • 1

Primary Sector

  • Beauty, Heailth, Technology

Beauty Exits #

  • 0

Last Beauty Invest

  • Mar, 2015-Sandbox Studio -$2M

BEAUTY PORTFOLIO

How to Apply?

Contact

Criteria

Size Characteristics

“Revenue: $25 – $250M
EBITDA: $3 – $50M
Add-ons can be Smaller/Earlier Stage”

Equity Strategy:

“Enterprise Value: $50 – $500M
Platform Equity Check Range: $10 – $250M
Ample Capital Available for Add–ons
Low Leverage: ~50 – 70% Equity”

Transaction Structures:

“Preference for Control/Structured Non-Control
Prefer Private Companies or Divestitures”

Management Buyouts:

“Shareholder Liquidity Events
Industry Focus
Business Services”

Consumer:

“Industrial/Manufacturing
Technology”

Resources Breakdown Funding Terms
  • $5M to $5.8M

Education
  • No
Accelerator
  • Type-No
  • Duration-No
Network
  • 14
1:1
  • Yes

IMPERATIVE: CULTURE & VALUES

TBD

TBD

TBD

TBD

TBD

TBD

BEAUTY FUNDER FIT SCORE

Resources

Education

Accelerator

Network

1:1

1.65/10

*This score calculates the likelihood of any beauty brand getting funded by the investor. The score gives weights to number of beauty investments, recency of beauty investment, number of beauty exits, inclusivity inclination, resources offered, etc.

Inclusivity Investments %
  • 6%
Beauty Investments #
  • 1

Beauty Exits #
  • 0
Last Beauty Invest
  • Mar, 2015-Sandbox Studio -$2M

LEAD DETAILS

Lead Contact

Tom Beerle

Title

Partner

Email Id

tbeerle@bcap.com

Twitter Handle

Contact

privacy@bcap.com

1(650)358-5000

JUMP CONCLUSION

Bertram Capital Management provides private equity to lower middle-market companies across diverse industries for rapid revenue and profitability growth. Based in California, they prefer collaborative roles and target emerging markets, especially in technology sectors like software, data analytics, and sustainable energy.

Very Casual Beauty Funder Fit.

Layer 1