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
Tom Beerle
Partner
Tim Heston
Principal
Ingrid Swenson
Partner and Managing Director
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