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

Jeff Drazan

Luke De Ferran

Rohan Khosla

Henry Nassif

Zachary Bassi

Nic Sanchez

Badreddine Assioua

Robert Muench

Mitchell Vashon

Brian Brooks

Karleen Mercuri

Abilene Avalos

Ajay Bhat

Grace Zhang

Aaron Kessler

Matt Jones

Jared Ruger

Sean Houseworth

Alex Goldscher

Chris Brown

Paul Koeniger

Ivy Ono

David Hellier

Tom Beerle

Shauna Castellanos

Brian Wheeler

Kevin Yamashita

Ryan Craig

Accounting and Finance

Leadership Team

Engineering and Technical Roles

Operations and Support

Data and Analytics

Teams at Bertram Capital

Accounting and Finance

Leadership Team

Engineering and Technical Roles

Operations and Support

Data and Analytics