Bertram Capital Management LLC

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Home | Bertram Capital Bertram Labs Unlock your potential TM Bertram Capital aims to transform businesses into market leaders. Our strategy Value Creation Acquire Accretive and Complementary Business Our Value Creation Bertram Labs Bertram Labs Bertram Labs is a team of uniquely skilled product strategists, software engineers, visual designers, online marketers, and social media experts. BertramLabs.com For Businesses We partner with business owners and management teams with the goal of building industry-leading companies. More For Intermediaries We value our intermediary relationships for investment opportunities and sell-side advisory. More Investment criteria per fund Bertram’s Flagship Fund intends to continue its investment strategy of acquiring primarily control positions in under-optimized lower middle-market companies with north of $7.5M of EBITDA, while Bertram’s Ignite Fund intends to pursue an investment strategy of acquiring control and/or non-control positions in under-optimized companies with a minimum of $3.5M of EBITDA. Bertram will strive to transform these companies into faster-growing market leaders that are attractive to financial and strategic acquirers. Size Characteristics Revenue EBITDA Flagship Ignite $50M-$250M $7.5M-$50M $25M-$50M $3.5M-$7.5M Add-ons can be smaller/Earlier Stage Equity Strategy Enterprise Value Platform Equity Check $150M – $500M $50M+ $50M-$150M $10M-$50M Ample Capital Available for Add-ons Low Leverage Transaction Structures Prefe

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