Buyout PE
Bertram Capital
Bertram Capital acquires controlling stakes in established, profitable businesses, from Foster City, United States. It states a focus on business & professional services, consumer & retail, energy & utilities and financial services.
Stated investment criteria
What Bertram Capital says it buys
Read from Bertram Capital’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Enterprise value it states | $150m to $500m1 |
| Revenue it states | $50m to $250m1 |
| EBITDA it states | $7.5m to $50m1 |
| Transaction types | Buy-and-build, Platform, Add-on1 |
| Founded | 20063 |
| People listed on its team page | 502 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Bertram Capital states that it will take either a controlling or a minority stake. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Bertram Capital to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Bertram Capital has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 2 |
| Total capital raised | Not disclosed in filings |
| Largest single vehicle | Not disclosed in filings |
| Filing history | 2022 |
| Smallest accepted commitment | None stated |
| Filed from | CALIFORNIA |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Bertram Capital is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $4.4bn |
| Employees | 46 |
| Private funds advised | 9 · $4.4bn gross |
| SEC adviser number | CRD 156920 |
Recorded transactions
Buying and selling
Deals in which Bertram Capital is named as buyer or seller in the transaction archive. 1 recorded exit, most recently in 2021. 1 recorded acquisition.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Tactacam | Bought | — | 2023 | $700m |
| Anord Mardix | Sold | Flex | 2021 | $540m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Business & Professional Services
What companies have actually sold for in business & professional services, across 668 recorded transactions.
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