Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $1.7B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential.

Investment Management

Bertram Capital

Bertram Capital's headquarters in Foster City, CA, United States

Jeff Drazan

Chris Brown

Mitchell Vashon

Jared Ruger

Alex Goldscher

David Hellier

Tom Beerle

Brian Wheeler

Kevin Yamashita

Ryan Craig

The Accounting and Finance team at Bertram Capital is responsible for managing the firm's financial health and ensuring transparency in financial reporting. They handle crucial tasks such as overseeing accounting operations, preparing financial statements, and analyzing investment performance. The team collaborates closely with portfolio companies to optimize financial strategies and supports decision-making processes to drive growth and value creation within the firm's investments.

Accounting and Finance

The Leadership Team at Bertram Capital is responsible for setting the strategic direction of the firm, overseeing investment decisions, and managing relationships with portfolio companies. Comprised of experienced professionals, including principals and vice presidents, the team focuses on driving growth and operational excellence through proprietary initiatives and nurturing talent within the organization. Their collective expertise ensures that Bertram Capital effectively identifies opportunities and maximizes value for its investors and portfolio companies.

Leadership Team

The Engineering and Technical Roles team at Bertram Capital is responsible for fostering innovation and ensuring quality across the firm's portfolio companies. This team leverages engineering expertise and advanced technical solutions to enhance product development, streamline operations, and improve user experience, ultimately driving growth and maximizing the value of investments. By collaborating closely with other teams, they implement Bertram's proprietary processes to empower companies to realize their full potential.

Engineering and Technical Roles

The Operations and Support team at Bertram Capital plays a crucial role in ensuring the firm's internal processes run smoothly and efficiently. They provide administrative assistance, coordinate logistics, and support operational initiatives, enabling investment teams to focus on identifying and optimizing growth opportunities within portfolio companies. Their efforts facilitate effective communication and streamline workflows across various functions within the firm.

Operations and Support

The Data and Analytics team at Bertram Capital focuses on leveraging data-driven insights to enhance investment decisions and optimize portfolio performance. By utilizing advanced analytics and modeling techniques, the team supports strategic growth initiatives for lower middle market companies and collaborates with cross-functional departments to ensure data integrity and accessibility across the firm. Their efforts aim to maximize value creation and drive informed decision-making throughout the investment lifecycle.

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Bertram Capital

Org chart

Teams

Accounting and Finance

Leadership Team

Engineering and Technical Roles

Operations and Support

Data and Analytics

Offices

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Bertram Capital

Org chart

Teams

Accounting and Finance

Leadership Team

Engineering and Technical Roles

Operations and Support

Data and Analytics

Offices

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