Bertram Capital Management

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

About

BERTRAM CAPITAL is a private equity firm that partners with management teams to fuel the expansion of lower middle-market companies. In addition to supplying flexible investment capital, they committed to providing meaningful operational and strategic resources to facilitate rapid growth in revenue and profitability. They work with companies to unlock the full potential of previously resource-constrained businesses. Bertram Capital's core objective is to propel management teams in their quest to build more capable, faster-growing, and highly profitable enterprises.

Mission

Bertram Capital Management's core mission is centered around fostering growth and innovation in middle-market companies by providing strategic guidance and operational support. Their primary objective is to empower businesses to reach their full potential, driving value creation and long-term success. By leveraging their unique Bertram High-5SM approach, the firm aims to transform organizations through a collaborative partnership, focusing on enhancing operational efficiency, technological advancements, and market expansion.

Employee Benefits

  • Commitment to Diversity, Equity, and Inclusion (DEI)
  • Focus on attracting, growing, and promoting top talent from all backgrounds
  • Unique investment approach combining venture capital operating methodologies with private equity financial discipline
  • Emphasis on reinvestment and technology enablement to drive growth and value

Core Values

  • Integrity: Bertram Capital Management operates with the highest ethical standards, ensuring transparency, honesty, and accountability in all business dealings.
  • Entrepreneurship: Bertram Capital Management values creativity, innovation, and risk-taking, encouraging employees to think outside the box and pursue new opportunities.
  • Collaboration: Bertram Capital Management fosters a team-oriented culture, promoting open communication, mutual respect, and shared problem-solving.
  • Excellence: Bertram Capital Management strives for excellence in all aspects of its operations, setting high standards for performance, quality, and customer service.
  • Community: Bertram Capital Management is committed to giving back to the community, supporting charitable causes and promoting social responsibility.

Bertram Capital Management

Leadership

Partner at Bertram Capital Management

Tom Beerle

Partner
Principal at Bertram Capital Management

Tim Heston

Principal
Partner and Managing Director at Bertram Capital Management

Ingrid Swenson

Partner and Managing Director

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Location
San Mateo, CA
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Company Size
1-10
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Revenue Range
$1M to $10M
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Valuation
N/A
Founded
2006-01-01
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Current Status
Operating
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Work Mode
Open Roles
5
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Hiring now

Funding

Total Funding
$
Funding Rounds
0
Num Investors
Work Mode
IPO Status
Private
Funding Stage
Last Funding Date
Last Funding Type
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Hiring now
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