Bertram Capital

Read the latest news about how we strive to transform businesses into market leaders

  • BluWave Recognizes Bertram Capital with 2024 Top PE Innovator Award

    BluWave’s third annual awards program recognizes Bertram Capital amongst the top 2 percent of North America’s innovative private equity…

  • Bertram Capital Fund V

    Bertram Capital Hits Hard Cap, Closes Fund V with $1.5 Billion in Limited Partner Commitments

    Bertram Capital Management, LLC (“Bertram”), a middle-market private equity firm, today announced the closing of its fifth committed capital…

  • Bertram Capital Expands Origination & Capital Markets Team

    FOSTER CITY, CA: April 4, 2023 Bertram Capital (“Bertram”), a middle market private equity firm headquartered in Foster City,…

  • Bertram Capital Secures New Industrial Distribution Platform with Investment in NEFCO

    FOSTER CITY, CA: August 10, 2022 Bertram Capital (“Bertram”) announced today its investment in Hartford, CT based NEFCO Holding…

  • Bertram Capital Expands Origination & Capital Markets Team

    FOSTER CITY, CA, July 14, 2022 Bertram Capital (“Bertram”), a middle market private equity firm headquartered in Foster City,…

  • Bertram Capital Promotes Michelle Chao to Head of Investor Relations

    FOSTER CITY, CA, February 8, 2022 Bertram Capital (“Bertram”), a middle market private equity firm headquartered in Foster City,…

  • Bertram Capital to Exit Paula’s Choice

    FOSTER CITY, CA: June 23, 2021 – Bertram Capital (“Bertram”), in conjunction with TA Associates, announced the signing of…

  • Bertram Capital Closes Oversubscribed Fourth Fund at $940M

    FOSTER CITY, CA: June 16, 2021 – Bertram Capital (“Bertram”), announced the successful closing of Bertram Growth Capital IV,…

  • Bertram Capital Secures New Industrial Platform with Investment in AFC Industries

    FOSTER CITY, CA: April 20, 2021 — Bertram Capital (“Bertram”) announced today the acquisition of Fairfield, OH-based AFC Industries (“AFC”), a distributor…

  • Bertram Exits Flow Control Group with Sale to KKR

    FOSTER CITY, CA: February 17, 2021 — Bertram Capital announced today it has entered into an agreement with KKR, a…