Bertram Capital V

Bertram Capital is a private equity firm based in Foster City, California, founded in 2006. The firm specializes in investing in lower middle-market companies across various sectors, including consumer goods, technology, business services, and industrial and manufacturing. Bertram Capital partners with management teams to provide not only flexible investment capital but also operational and strategic resources aimed at accelerating growth in revenue and profitability. By focusing on resource-constrained businesses, the firm seeks to unlock their full potential and support management in developing more capable and profitable enterprises.

Beerle CPA, Tom

Partner

Chris Brown

Principal, Investments

Ryan Craig

Partner

Jeff Drazan

Managing Partner

Alex Goldscher

Vice President

Aaron Kessler

Vice President, Investments

Tom Long

Head of Growth and Marketing

Ono, Ivy

CFO

Ruger, Jared

Partner and Executive, Investments

Nic Sanchez

Vice President

19 past transactions

AFC Industries

Acquisition in 2021
AFC Industries distributes inventory management solutions and parts for OEMs. They provide supply chain management expertise in support of original equipment manufacturing and assembly plants. They also provide supply chain management solutions for fasteners and assembly components for equipment manufacturers and assembly plant products.

Solo Stove

Private Equity Round in 2019
Experience the ultimate in backpacking, camping and outdoor fires through our patented, efficient and eco-friendly wood burning stoves. Our stoves have been engineered with an airflow system that is second to none. Our patented designs create secondary combustion in each of our stoves for a near smokeless burn that is as efficient as it is mesmerizing. Whether you’re a bushcraft adventurer, a solo hiker or a casual family camper, our award-winning stoves will be ready to show you just how efficient an outdoor wood burning stove can be. Join the thousands of Solo Stove users and discover how we changed fire forever!

Sutherland Perennials Group

Private Equity Round in 2019
Perennials Fabrics is recognized as the leader in luxury performance fabrics by interior designers and high‐end retail customers. Perennials combines the look and feel of high‐quality natural materials with the properties of more durable outdoor fabrics including resistance to stain, water, mold and mildew along with UV stability and carefree maintenance. Perennials fabric can even be bleached while maintaining its vivid colors. Sutherland Furniture has created the preeminent outdoor luxury furniture brand through partnerships with the world’s leading designers and by utilizing the highest quality materials (including Perennials fabrics). Sutherland Furniture sells primarily through high‐end showrooms targeting interior designers. David Sutherland Showrooms is a full‐service, multi‐line showroom which serves the professional interior design market in seven locations across the United States.

Flow Control

Acquisition in 2019
Flow Control Group serves a key role in providing mission-critical, complementary products enabling customers to operate their manufacturing facilities efficiently and effectively.

Best Version Media

Private Equity Round in 2018
BVM connects local businesses to customers with innovative print and digital marketing solutions. Our publications have strengthened communities and businesses since our founding in 2007. We’re now one of the fastest-growing companies in the industry, serving over 1,300 neighborhoods and delivering millions of magazines monthly to our readers. Our digital advertising and online presence tools amplify local brands and simplify the marketing experience for businesses.

BearCom

Acquisition in 2018
BearCom provides a broad line of high-performance wireless communications products, services, and complete mobility solutions. Founded in 1981, BearCom is America's only nationwide dealer and integrator of wireless communications equipment, serves customers from 26 branch offices located throughout the U.S., has several affiliated offices around the world, and employs approximately 400 people. BearCom is headquartered in the Dallas, Texas area. For more information, visit www.BearCom.com.

Mardix

Private Equity Round in 2018
Mardix are a global provider of specialist switchgear, power distribution, power management and critical power servicing solutions which serves a diverse range of global customers. Delivering switchgear and critical power systems innovation at the highest level in the industry, our business model integrates switchgear, power management, and critical power equipment servicing. Mardix offers a complete solution for every step of the critical power life cycle. With more than 50 years of leading-edge experience, the Mardix brand is synonymous with quality, reliability and innovation, and our custom engineered products ensure that value added functionality is built in to every project. From small scale to multi million pound projects, we hope you will make Mardix your first choice.

Spectrio

Acquisition in 2017
Spectrio is a leading provider of comprehensive digital signage solutions that empowers clients to transform their business locations into modern, dynamic destinations for customers and employees. Headquartered in Tampa, Fla., and founded in 2002, Spectrio serves over 150,000 franchise and enterprise locations in multiple industries, including quick-service restaurants, automotive, healthcare, and financial services. With supporting offerings geared towards Overhead Music, On-Hold Messaging, WiFi Marketing, and more, Spectrio offers businesses a complete customer engagement solution at scale. For more information, visit www.Spectrio.com.

Trademark Global

Acquisition in 2016
Trademark Global is a supplier to the mass market internet retailer. It operates in internet wholesale, supplying mass market internet retailer sales. Some of its features include brand development, manufacturing, and instant drop shipping. Trademark Global's branded and licensed products span many major categories including Housewares, Artwork, Home Décor, Hardware, Toys, Sporting Goods, Game Room, Consumer Electronics and more.

Paula's Choice

Acquisition in 2016
A bad case of acne. Or rosacea. Or dry skin or wrinkles. Meet your match. #PaulasChoice offers skincare solutions that really work. You found it. Finally.

Sandbox Studio

Private Equity Round in 2015
Sandbox Studio produce visual content— full-service or a la carte, creative to post-production, one shot to thousands.

OneKreate

Private Equity Round in 2015
At OneKreate, our core is our team. And we’re readily looking to grow that team. They share a passion and drive to produce at our best, no matter the task. Contact us today and find out if we’re the right fit for you.

Clarus Glassboards

Acquisition in 2015
We manufacture the highest quality glass whiteboards in the country. We want to connect with fellow whiteboard users!

ECS Tuning

Private Equity Round in 2014
ECS Tuning is an automotive parts manufacturing company. It manufactures and markets automotive parts and aftermarket accessories for automobiles. It provides repair parts, performance upgrades, and original equipment parts. It specializes in the distribution of VW / Audi / BMW / Mini / Mercedes-Benz / Porsche spare parts. The company also operates repair shops that offer maintenance, repair, and replacement parts and kits and serves their customers worldwide. ECS Tuning was founded in 2001 and is headquartered in Wadsworth, Ohio.

Maxcess International

Acquisition in 2014
Maxcess helps the web handling industry maximize productivity with convenient access to innovative products and services worldwide. By bringing together the leading brands of Webex, Fife, Tidland and MAGPOWR, Maxcess has built an unrivaled network of application experts with more than 200 years combined experience to help customers improve efficiency and production quality anywhere in the world.

Rowmark

Acquisition in 2013
Rowmark manufactures extruded plastic sheet for engraving and specialty applications. Rowmark is the leading supplier of engravable sheet plastic for the signage, engraving and awards markets and offers the two most recognized brands in the industry. Through its Premier Material Concepts ("PMC") division, Rowmark offers an extensive range of extrusion capabilities to produce custom and decorative thermoforming sheets for a diverse set of end markets and applications.

RocketOn

Series B in 2008
RocketOn is pioneering the development of parallel virtual worlds. We've built a complete platform for running virtual worlds on top of any website. Our partners can easily layer a virtual world over their existing sites, creating a unique community and space in which their users can meet, play and socialize. Imagine avatars and virtual objects that appear on top of every site. This is happening right now, and it's a whole new way to browse the Web. Avatars roam from one website to another, socializing, playing games, and interacting with virtual objects. These virtual spaces are being layered over all sorts of sites. Right now, there are avatars running around Google, YouTube, MTV.com, Facebook, personal blogs, and hundreds of other sites. We're now opening up virtual communities across the Internet, where our partners can sell virtual goods to their users and monetize their traffic. The virtual goods market provides a healthy revenue stream, and we've developed a robust platform for building and monetizing virtual spaces over high-traffic websites.

RocketOn

Series A in 2007
RocketOn is pioneering the development of parallel virtual worlds. We've built a complete platform for running virtual worlds on top of any website. Our partners can easily layer a virtual world over their existing sites, creating a unique community and space in which their users can meet, play and socialize. Imagine avatars and virtual objects that appear on top of every site. This is happening right now, and it's a whole new way to browse the Web. Avatars roam from one website to another, socializing, playing games, and interacting with virtual objects. These virtual spaces are being layered over all sorts of sites. Right now, there are avatars running around Google, YouTube, MTV.com, Facebook, personal blogs, and hundreds of other sites. We're now opening up virtual communities across the Internet, where our partners can sell virtual goods to their users and monetize their traffic. The virtual goods market provides a healthy revenue stream, and we've developed a robust platform for building and monetizing virtual spaces over high-traffic websites.
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