Bertram Capital Management Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
23
- Investments
-
122
- Portfolio
-
17
- Exits
-
25
Bertram Capital Management General Information
Description
Founded in 2006, Bertram Capital Management is a private equity firm based in Foster City, California. The firm prefers to make majority investments through buyouts, corporate divestiture, management buyouts, and growth expansion. The firm seeks to invest in business products, business services, consumer products, consumer services, energy, healthcare, SaaS, manufacturing, mobile, cybersecurity, infrastructure, e-commerce, big data, 3D printing, robotics, drones, industrials, and technology-based sectors in the United States.
Contact Information
Website
www.bertramcapital.com
Year Founded
2006
Investor Status
Actively Seeking New Investments
Trade Association
Association for Corporate Growth (ACG)
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
- 950 Tower Lane
- Suite 1000
- Foster City, CA 94404
- United States
+1 (650) 000-0000
Bertram Capital Management Investments (122)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| 0000 00000 (000000 | 14-Jun-2022 | 0000000000 | Construction and Engineering | Generating Revenue | ||
| 00000 00000000 | 17-May-2022 | 0000000000 | Real Estate Services (B2C) | Generating Revenue | ||
| 0000000 00000000 0 | 17-May-2022 | 0000000000 | Real Estate Services (B2C) | Generating Revenue | ||
| 000 00000000 00000 | 29-Mar-2022 | 0000000000 | Real Estate Services (B2C) | Generating Revenue | 000 000000 | |
| Cogency Global | 14-Feb-2022 | Buyout/LBO | Consulting Services (B2B) | Generating Revenue | 00000 00000 |
Bertram Capital Management Exits (25)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| 00000 00000 000000 | 20-Apr-2022 | 0000000000 | |
| 00000 000000 | 01-Dec-2021 | 000000000000000000 | 00000 |
| 0000 000000 | 28-Oct-2021 | 000 | 00000 |
| 000000000 0000 | 26-Aug-2021 | 0000000000 | |
| Paula's Choice | 02-Aug-2021 | Merger/Acquisition | 00.000 |
Bertram Capital Management Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Bertram Capital Management Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Bertram Capital Management Team (47)
| Name | Title | Deals | Funds | Boards | Office |
|---|---|---|---|---|---|
| Jeffrey Drazan | Managing Partner & Executive | 00 | 0 | 0 | Foster City, CA |
| Ryan Craig | Partner & Executive, Investments | 00 | 0 | Foster City, CA | |
| David Hellier | Partner & Executive, Origination and Capital Markets | Foster City, CA | |||
| Jared Ruger | Partner & Executive, Investments | 0 | 0 | Foster City, CA | |
| Kevin Yamashita | Partner & Executive, Investments | 00 | 0 | Foster City, CA |