Bertram Capital

Bertram Capital is a private equity firm specializing in investments in lower middle-market companies across sectors such as business services, consumer, industrial, and technology. The firm employs an operationally focused value-creation strategy, Bertram High-5℠, which includes management augmentation, operational initiatives, complementary acquisitions, sales and marketing improvements, and technology integration through its in-house team, Bertram Labs. This approach aims to transform portfolio companies into industry leaders by enhancing their operational capabilities and market presence.

Since its inception in 2006, Bertram Capital has raised over $4.0 billion in capital commitments and has invested in over 150 platform and add-on acquisitions. The firm's portfolio includes companies like Left Lane Auto, a tire retail and automotive-service platform with more than 75 locations across the United States, and Ridgeline Roofing & Restoration, a provider of residential re-roofing and restoration services across the Southeastern U.S. Bertram Capital's strategic focus on lower middle-market businesses allows it to leverage its operational expertise and resources to drive growth and value creation.

Bertram Capital's commitment to operational excellence and value creation has been recognized in the industry. In 2025, the firm was named one of the Top 50 Private Equity Firms for Executives by PrivateEquityCXO, reflecting its effective partnership with portfolio company executives to drive maximum returns. This recognition underscores Bertram Capital's dedication to fostering strong executive relationships and its collaborative approach to building high-performing management teams within its portfolio companies.