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.

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