Bertram Capital

Founded in 2006, Bertram Capital is a private equity firm based in California that specializes in lower mid-market investments across various sectors, including consumer goods, technology, business services, and industrial and manufacturing companies throughout the United States. The firm partners with management teams to accelerate growth by providing flexible investment capital and valuable operational and strategic resources. Bertram Capital aims to unlock the potential of businesses that may be constrained by limited resources, focusing on enhancing revenue and profitability. Its primary objective is to support management teams in building more efficient, rapidly growing, and highly profitable enterprises.

Badreddine Assioua

Associate Investment

Chris Brown

Principal

Ming Dai

Associate Investment

Luke DeFerran

Associate Investment

David Hellier

Partner

Michael Henkels

Associate, Consumer

Soraya Hoberman

Associate

Sean Houseworth

Vice President

Shreyas Kataria

Senior Associate

Cory Landerfelt

Senior Associate, Industrial

Tom Long

Principal

Henry Nassif

Associateinvestment

Ivy Ono

Chief Financial Officer

Jared Ruger

Partner

Nic Sanchez

Senior Associate Investment

Ingrid Swenson

Chief Financial Officer, Chief Compliance Officer, Managing Director and Partner

Mitchell Vashon

Senior Associateinvestment

Brian Wheeler

Partner, Head of Bertram Labs

Kevin Yamashita

Partner

Kevin Yu

VPinvestment

38 past transactions

Sutherland Perennials Group

Private Equity Round in 2019
Perennials and Sutherland L.L.C., through its subsidiaries, manufactures and designs furniture, and solution-dyed fabrics for residential and commercial customers. The company provides home furnishings, fabrics, and accessories through its showrooms in the United States and across the world. Perennials and Sutherland L.L.C. is based in Dallas, Texas.

Best Version Media, LLC

Private Placement in 2018
Best Version Media, LLC publishes private, family-oriented, neighborhood-specific magazines that serve residents, homeowners associations, villages, and local businesses. The company was founded in 2007 and is based in Brookfield, Wisconsin.

Clarus Glassboards

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

Registrar Corp

Private Equity Round in 2018
FDA Regulatory Consultants Registrar Corp is an FDA regulatory consulting firm headquartered in the United States with 18 office locations worldwide. Established in 2003, Registrar Corp has served over 30,000 clients around the world with FDA registration, U.S. agent, and regulatory compliance assistance for U.S. and non-U.S. companies in the food and beverage, medical device, drug and cosmetic industries. Registrar Corp stands out among its peers for the dedicated multilingual 24-hour support it provides for non-U.S. companies to overcome language, time and cultural barriers that may occur when dealing with U.S. government regulations and requirements.

Paula's Choice

Acquisition in 2016
Paula's Choice, LLC engages in the production and distribution of skincare products and cosmetics worldwide. The company offers AHA and BHA exfoliants, anti-aging boosters, antioxidant serums, body care products, cleansers, eye treatments, hair care products, lip and smile care products, masks, men’s products, moisturizers, oil control products, retinol treatments, self-tanning products, skin lighteners, sun protection products, targeted treatments, toners, and vitamin C treatments. It provides books on skin care, makeup, and hair care; and sells its products through online resellers, authorized resellers, stores, spas, salons, doctor's offices, and specialty stores, as well as online. The company was incorporated in 1994 and is based in Seattle, Washington.

50% Stake In Sandbox Studio, LLC And OneKreate

Merger/Acquisition in 2015
50% Stake In Sandbox Studio, LLC And OneKreate represents the combined operations of Sandbox Studio, LLC and KSC Studio, LLC in their sale to Bertram Capital Management LLC. As of March 17, 2015, 50% Stake In Sandbox Studio, LLC And OneKreate was acquired by Bertram Capital Management LLC. Sandbox Studio, LLC provides visual content for retail advertising and e-commerce; production, creative, studio, and consulting services; and studio spaces. KSC Studio, LLC, doing business as OneKreate, creates and manages digital content for brands. The companies are based in the United States.

Fluid Flow Products, Inc.

Merger/Acquisition in 2019
Fluid Flow Products, Inc. distributes measurement, control, and filtration products to processing and manufacturing industries. It offers actuators, air conditioning units, commercial and industrial air filters, analyzers, automation components, cabinets/shelters, check valves, clean-in-place and sterilization-in-place products, compressed air dryers, control valves, controllers, couplers, dust collectors, eductors, enclosures, energy recovery wheels, filter systems, filtration products, high pressure fittings and tubing, flow instruments, flow meters, flow switches, heat tracing products, gauges, hoses and fittings, humidity control products, indicators, industrial heaters, instrument fittings, instrument manifolds and valves, level and flow instruments, and limit switches. The company also provides loading arms, orifice plates, panel meters, pH probes, pitot tubes, positioners, power meters, pressure and temperature instruments, process weigh and web tension products, pressure switches, regulators, rotameters, signal conditioners, solenoid valves, spray nozzles, switches, tank blanketing valves, tank vents, temperature and flow switches, temperature control products, temperature sensors and switches, thermocouples, thermometers, transmitters and gages, tubing products, turbine meters, vacuum measurement products, valves, and wireless transducers. It serves fuels and chemicals, food and beverage, energy management, life sciences, microelectronics, power generation, pulp and paper, and water and waste industries in Alabama, Florida, Georgia, Mississippi, Carolina, and Tennessee. The company was founded in 1968 and is based in Charlotte, North Carolina.

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.

Flow Control Group

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
Best Version Media (BVM) is an international media company founded in 2007 that connects businesses to local residents with positive, family-friendly community publications. BVM is one of the fastest-growing companies in the print media industry. Our award-winning company culture has been recognized by organizations such as Top Workplaces USA, Great Place to Work, Best in Biz Awards, Entrepreneur, CEO World Awards and the Stevie Awards for Great Employers.

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.

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.

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.

Sutherland Perennials Group

Private Placement in 2019
Perennials and Sutherland L.L.C., through its subsidiaries, manufactures and designs furniture, and solution-dyed fabrics for residential and commercial customers. The company provides home furnishings, fabrics, and accessories through its showrooms in the United States and across the world. Perennials and Sutherland L.L.C. is based in Dallas, Texas.

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.

Registrar Corp

Merger/Acquisition in 2018
FDA Regulatory Consultants Registrar Corp is an FDA regulatory consulting firm headquartered in the United States with 18 office locations worldwide. Established in 2003, Registrar Corp has served over 30,000 clients around the world with FDA registration, U.S. agent, and regulatory compliance assistance for U.S. and non-U.S. companies in the food and beverage, medical device, drug and cosmetic industries. Registrar Corp stands out among its peers for the dedicated multilingual 24-hour support it provides for non-U.S. companies to overcome language, time and cultural barriers that may occur when dealing with U.S. government regulations and requirements.

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.

AFC Industries

Acquisition in 2021
AFC Industries provides supply chain management expertise in support of original equipment manufacturing and assembly plants. AFC Industries was acquired by The Boulder. It is located in Hartford, Connecticut.

Trademark Global

Merger/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.

Spectrio

Acquisition in 2017
Spectrio is one of the nation’s leading customer engagement technology providers. Known for cultivating unique brand experiences powered by professionally-produced content and marketing technology, Spectrio’s solutions create a holistic customer journey with Digital Signage, Interactive Kiosks, Wi-Fi Marketing, On-Premise Messaging and Music, On-Hold Marketing, and Scent Marketing. Spectrio serves more than 100,000 client locations, ranging from individually-owned businesses to Fortune 500 companies. For more information, visit www.Spectrio.com.

Safety Products Holdings

Merger/Acquisition in 2020
Safety Products Holdings, LLC, through its subsidiaries, manufactures safety cutting tools and replacement blades. The company is based in Wuppertal, Germany.

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!

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.

Sandbox Studio

Private Equity Round in 2015
Sandbox Studio, LLC produces visual content in its studios, client-dedicated facilities, and production offices throughout the United States. It offers visual content for various channels ranging from marketing and advertising to ecommerce and social media; post-production services; and creative services. The company was founded in 1992 and is based in New York, New York. It has locations in Brooklyn and New York, New York; San Francisco and Los Angeles, California; and Portland, Oregon.

Spectrio

Merger/Acquisition in 2017
Spectrio is one of the nation's leading providers of in-store marketing solutions powered by content and technology. Known for cultivating highly engaging consumer experiences through powerful, professionally-produced content, Spectrio’s Digital Signage, Overhead Music and Messaging, On-Hold Marketing and Wi-Fi Marketing technologies enable clients to engage, educate and entertain their customers across all touchpoints. Spectrio serves more than 90,000 locations, ranging from individually-owned businesses to Fortune 500 companies in nearly every industry.

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.

Frontline Advance LLC

Private Placement in 2019
Frontline Advance LLC, doing business as Solo Stove, manufactures and sells portable, low-smoke fire pits, and camping stoves. The company offers firepits, grill, camp stoves, apparel, and accessories. It also offers products online. The company was founded in 2011 and is based in Southlake, Texas.

Pacific Handy Cutter

Merger/Acquisition in 2020
Pacific Handy Cutter, Inc. ("PHC" or the "Company"). PHC is a recognized leader in the industrial safety market as a manufacturer of highly specialized cutting tools and replacement blades. PHC's products are sold directly to major retailers, grocery store chains, food service companies and through industrial products distributors. The Company's products are engineered to eliminate workplace injuries, reduce damaged merchandise and improve productivity.

Spectrio

Funding Round in 2017
Spectrio is one of the nation’s leading customer engagement technology providers. Known for cultivating unique brand experiences powered by professionally-produced content and marketing technology, Spectrio’s solutions create a holistic customer journey with Digital Signage, Interactive Kiosks, Wi-Fi Marketing, On-Premise Messaging and Music, On-Hold Marketing, and Scent Marketing. Spectrio serves more than 100,000 client locations, ranging from individually-owned businesses to Fortune 500 companies. For more information, visit www.Spectrio.com.

Aperture Pet & Life

Private Equity Round in 2021
Aperture Pet & Life is creating and maintaining pet ecosystems easy through exceptional products and helpful information.

Sutherland Perennials Group

Merger/Acquisition in 2019
Perennials and Sutherland L.L.C., through its subsidiaries, manufactures and designs furniture, and solution-dyed fabrics for residential and commercial customers. The company provides home furnishings, fabrics, and accessories through its showrooms in the United States and across the world. Perennials and Sutherland L.L.C. is based in Dallas, Texas.

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.