Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $1.7B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential.

Investment Management

Bertram Capital

Bertram Capital's headquarters in Foster City, CA, United States

Jeff Drazan

Chris Brown

Mitchell Vashon

Alex Goldscher

Brian Wheeler

David Hellier

Tom Beerle

Kevin Yamashita

Jared Ruger

Ryan Craig

This department provides clerical and operational support to enhance organizational efficiency.

Administrative Support

This department focuses on establishing and nurturing strategic partnerships to drive business growth and mutual benefits.

Partnership Management

This department focuses on investment opportunities and management within the private equity sector.

Private Equity

This department oversees financial reporting, budgeting, and compliance through various accounting functions.

Accounting Department

The Engineering and Technical Roles team at Bertram Capital is responsible for fostering innovation and ensuring quality across the firm's portfolio companies. This team leverages engineering expertise and advanced technical solutions to enhance product development, streamline operations, and improve user experience, ultimately driving growth and maximizing the value of investments. By collaborating closely with other teams, they implement Bertram's proprietary processes to empower companies to realize their full potential.

Engineering and Technical Roles

This department provides strategic direction and oversight for the organization.

Bertram Capital

Org chart

Teams

Administrative Support

Partnership Management

Private Equity

Accounting Department

Engineering and Technical Roles

Executive Leadership

Offices

Bertram Capital

Org chart

Teams

Administrative Support

Partnership Management

Private Equity

Accounting Department

Engineering and Technical Roles

Executive Leadership

Offices

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