Targeted sectors Bertram Capital focuses on lower middle market companies across business services, consumer, industrial/manufacturing, and technology, presenting sales opportunities in these aligned verticals seeking growth capital and operational value creation.

Platform capabilities Bertram leverages its in house Bertram High 5 and Bertram Labs to accelerate portfolio growth through management augmentation, operational initiatives, digital marketing, e commerce, data analytics, and platform optimization, offering potential cross sell and collaboration with portfolio firms.

Investment size With platform equity checks up to large seven figures and a preference for control or structured non control, Bertram is positioned for growth equity transactions and add on acquisitions in revenue ranges of 25 to 250 million and EBITDA 3 to 35 million.

Recent activity Past moves include acquisitions and divestitures such as Bulk Reef Supply acquisition in 2021 and Flow Control Group divestiture, signaling active portfolio reshaping and opportunistic transactions that could indicate openness to add on opportunities and strategic buyers for middle market targets.

Tech and signals Technical stack and emphasis on digital growth through Bertram Labs imply value through tech enabled transformations; potential sellers with strong technology IP, e commerce platforms, or data analytics capabilities may align with Bertram’s growth ambitions and value creation playbook.