Bertram Labs
Bertram Labs
Strategy

Case Study: Flow Control Group

Bertram Capital adopted a buy and build strategy with Flow Control Group to expand its geographic presence and service capabilities

  • Invested

    January 2019

    Headquarters

    Charlotte, NC

    Status

    Exited

    How we helped?

    Centralized corporate functions and invested to support platform
    integration and optimization

    Added new CFO and President / COO to augment talent base
    and support growth

    Total of 23 acquisitions completed during Bertram’s investment, adding ~$380MM of sales. Supported category expansion with 5 add-ons in the industrial automation space

    Supported integration onto a common ERP and back-end system to streamline processes, enhance reporting, and improve margins. Created website and developed custom online configurator and pricing tool for private label life sciences business. Implemented best practices for online presence, digital marketing, and lead generation

    Invested to drive market share gains and revenue growth. Expanded e-commerce platform. Grew private label business – single use life science products, proprietary products, value-added packages / kitting. Expanded high margin service offerings. Added territories with existing suppliers

    Visit Website

company

One of the largest independent speciality flow control and fluid handling distribution platform in North America, servicing more than 10,000 customers and 2,000 suppliers.

transaction overview

Bertram Capital acquired Charlotte, NC based specialty flow control and fluid handling distribution platform, Flow Control Group, in 2019 and partnered with its management team to employ a buy and build strategy, growing the business three-fold during its hold period. Bertram completed a majority recapitalization with private equity firm, KKR in March of 2021.