Insights

Platform Growth Bertram Capital targets lower middle market companies across Business Services, Consumer, Industrial/Manufacturing and Technology with platform investments and add-ons, suggesting opportunities to position portfolio-relevant digital transformation and bolt-on acquisitions.

Operational Value The Bertram High 5 strategy emphasizes management augmentation, operational initiative execution, and technology/IP leveraging via Bertram Labs, indicating potential sales around outsourced operations optimization, analytics, and digital marketing solutions.

Tech Capabilities In-house Bertram Labs focuses on growth through digital marketing, e-commerce, big data and analytics, and application development, presenting openings for data analytics platforms, marketing tech stacks, and custom software partnerships.

Capital Readiness Deal parameters show ample capital for add-ons with a platform equity check range up to 250M and a preference for control or structuring non-control, suggesting readiness for scalable acquisitions and strategic investments.

Recent Activity Past acquisitions and divestitures, including Bulk Reef Supply and a stake sale involving Flow Control Group, indicate a history of strategic portfolio reshaping and potential selling or partnering opportunities for growth-oriented vendors.

Similar companies to Bertram Capital

Bertram Capital Tech Stack

Bertram Capital uses 3 technology products and services including Ruby, Adobe Fonts, Ruby on Rails, and more. Explore Bertram Capital's tech stack below.

  • Ruby
    Programming Languages
  • Adobe Fonts
    Web Fonts
  • Ruby on Rails
    Web Frameworks

Bertram Capital's Email Address Formats

Bertram Capital uses at least 4 email formats:
Bertram Capital Email FormatsExamplePercentage
FLast@bcap.comJDoe@bcap.com
92%
Last@bcap.comDoe@bcap.com
3%
FirstLast@bcap.comJohnDoe@bcap.com
2%
First.Last@bcap.comJohn.Doe@bcap.com
3%

Frequently Asked Questions

What is Bertram Capital's phone number?

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You can contact Bertram Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bertram Capital's official website and social media links?

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Bertram Capital's official website is bcap.com and has social profiles on LinkedIn.

How much revenue does Bertram Capital generate?

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As of October 2026, Bertram Capital's annual revenue is estimated to be $50M - $100M.

What is Bertram Capital's SIC code and NAICS code?

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Bertram Capital's SIC code is 6371 - Pension, Health, and Welfare Funds and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bertram Capital have currently?

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As of October 2026, Bertram Capital has approximately 83 employees across 3 continents, including North America, Europe and South America. Key team members include Chief Compliance Officer: I. O., Head Of Investor Relations: M. C. and Managing Director: S. H. Explore Bertram Capital's employee directory with LeadIQ.

What industry does Bertram Capital belong to?

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Bertram Capital operates in the Investment Management industry.

What technology does Bertram Capital use?

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Bertram Capital's tech stack includes Ruby, Adobe Fonts and Ruby on Rails.

What is Bertram Capital's email format?

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Bertram Capital's email format typically follows the pattern of FLast@bcap.com. Find more Bertram Capital email formats with LeadIQ.

When was Bertram Capital founded?

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Bertram Capital was founded in 2006.
Bertram Capital logo

Bertram Capital

Investment ManagementCalifornia, United States51-200 Employees

Bertram Capital is a mid-sized firm based in Foster City, California, that works with lower middle-market companies to drive growth. Its sector focus includes business services, consumer, industrial/manufacturing, and technology. The firm uses an operationally focused value creation program called Bertram High 5, which brings in management support, implements growth initiatives, pursues strategic acquisitions, and improves sales, marketing, and the use of technology and intellectual property.

The in-house technology team, Bertram Labs, underpins this effort by advancing digital marketing, e-commerce, data analytics, application development, and platform optimization. Bertram Capital has operated from Foster City since 2006. Its approach centers on applying proprietary processes to advance value creation within its holdings.

Section iconCompany Overview

Phone number
Website
bcap.com
SIC Code
6371 - Pension, Health, and Welfare Funds
NAICS Code
5239 - Other Financial Investment Activities
Founded
2006
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Bertram Capital's revenue is estimated to be in the range of $50M - $100M

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