B

Bertram Capital Management

Private equity firm fueling growth capital

Overview

Bertram Capital Management partners with business owners and management teams to build market-leading companies by providing growth capital and applying its own growth programs. It raises capital and then uses strategic investments along with Bertram High and Bertram Labs to guide expansion, improve operations, and broaden product offerings through unique procurement and distribution capabilities, U.S.-based manufacturing, and established customer relationships. The firm differentiates itself by combining capital with hands-on, program-driven growth and a strong supply-chain engine that serves top online retailers and marketplaces. Its goal is to increase the value of portfolio companies over time and deliver solid returns for its investors by helping companies become leaders in their industries.

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About Bertram Capital Management

Simplify's Rating
Why Bertram Capital Management is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

51-200

Company Stage

N/A

Total Funding

$6.1M

Headquarters

San Mateo, California

Founded

2006

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Simplify's Take

What believers are saying

  • STARC joined Bertram on September 10, 2026, after opening a 107,000-square-foot plant.
  • Left Lane Auto acquired Don Foshay’s on February 12, 2026, topping 80 stores.
  • APPLIED Adhesives bought Interlock Adhesives in 2026, showing active add-on acquisition momentum.

What critics are saying

  • Fund V depends on quick wins from six 2026 platforms, or fundraising power weakens by 2028.
  • STARC, Bluebird, and Left Lane need integration discipline; one failed carve-out drags returns.
  • If Bertram Labs underdelivers, portfolio CEOs lose patience and strategic differentiation collapses.

What makes Bertram Capital Management unique

  • Bertram Labs gives portfolio companies in-house software, analytics, and e-commerce execution.
  • Bertram High-5 links capital, operational fixes, add-on acquisitions, and technology integration.
  • Since 2006, Bertram has built a lower middle-market control-investing brand with $4 billion commitments.

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Funding

Total Funding

$6.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Unlimited Paid Time Off
  • Phone/Internet Stipend

Company News

PR Newswire
Oct 7th, 2026
/C O R R E C T I O N - Bertram Capital/.

/C O R R E C T I O N - Bertram Capital/. Oct 06, 2026, 20:40 ET In the news release, BERTRAM CAPITAL COMPLETES INVESTMENT IN PERCOPO COATINGS, issued 06-Oct-2026 by Bertram Capital over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end: BERTRAM CAPITAL COMPLETES INVESTMENT IN PERCOPO COATINGS. Extends Firm's Trade Services Platform FOSTER CITY, Calif., Oct. 6, 2026 /PRNewswire/ - Bertram Capital ("Bertram") announced today its investment in Percopo Coatings Company, LLC ("PCC" or the "Company"), a leading provider of coatings and restoration services for commercial, industrial, and institutional structures across the Southeastern United States. PCC represents the fifth platform investment in Bertram's Ignite fund. Terms of the transaction were not disclosed. PCC was founded in 2003 by Mike and Victoria Percopo and is headquartered in Longwood, FL. The Company has built a reputation among general contractors, developers, and facility owners for quality and speed to self-perform across multiple trades, eliminating the need for clients to manage multiple contractors. "We are proud to partner with Bertram to accelerate our next phase of growth and continue building on more than two decades of expertise, craftsmanship, and client relationships," said Mike Percopo, Founder and CEO of PCC. "The team at Bertram demonstrated a clear understanding of our business, our people, and the standards we hold ourselves to. With the added digital capabilities of Bertram Labs, we believe we can further strengthen our operations and better serve our clients across the South." PCC delivers painting, coatings and restoration solutions for commercial, institutional, hospitality, aviation, education, and government customers, with recognized project work spanning airports, resorts, theme parks, schools, and federal buildings. "As backers of several scaled platforms across the trades, we appreciate the deep industry knowledge, relationships, entrepreneurial spirit, and grit required to operate a successful business in these categories," said Zack Bassi, Vice President at Bertram Capital. "Mike and Victoria have worked tirelessly to establish PCC as a household name in painting and specialty coatings with discerning GCs, developers and facility managers. We look forward to supporting PCC's next phase of growth with the assistance of Bertram Labs, our in-house technology team." Bertram would like to recognize the teams at Cook M&A, led by Arnis Kins, and Ashurst Perkins Coie, led by Blake Schell, for their efforts in making this partnership possible. PCC is actively pursuing acquisition and partnership opportunities that expand the Company's geographic footprint and bring additional high-quality operators into the platform. Interested business owners may contact our partnerships team directly at [email protected]. Percopo Coatings Company, LLC Founded in 2003 and based in Longwood, FL, Percopo Coatings Company (PCC) specializes in interior and exterior painting, coatings, waterproofing, seamless flooring, sandblasting, fireproofing/intumescent coatings, and restoration services for industrial, commercial, and institutional structures. PCC is trusted by clients including major airports, resort and hospitality operators, school districts, and federal agencies across the Southeastern United States. For more information, visit www.pccusa.com. About Bertram Capital Bertram Capital is a private equity firm targeting investments in lower middle-market companies. Since its inception in 2006, the firm has raised over $4.0 billion in capital commitments. In addition to providing strategic growth capital, Bertram Capital seeks to leverage proprietary processes and services, Bertram High-5(SM) and Bertram Labs, to empower its portfolio companies to unlock their full potential. Bertram High-5(SM) is an operationally focused value-creation strategy that includes management augmentation, operational initiatives, complementary acquisitions, sales and marketing improvements, and technology integration. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth through digital marketing, e-commerce, big data and analytics, application development, and platform optimization. Bertram Capital V focuses on control investments in business services, consumer, and industrial sectors with EBITDA above $7.5 million. Bertram Ignite I focuses on both control and non-control investments in similar sectors, with a minimum EBITDA of $3 million. For more information, visit www.bcap.com. Media Contact David Hellier [email protected] Correction: An earlier version of this release required an email address update. SOURCE Bertram Capital

Katten Muchin Rosenman LLP
Sep 23rd, 2026
Katten advises North Branch Capital on sale of STARC Systems to Bertram Capital.

Katten advises North Branch Capital on sale of STARC Systems to Bertram Capital. September 23, 2026 A Katten team led by Global Chair of the firm's Corporate Department, Kimberly Smith, and Corporate Partner Jessica Schauwecker, advised North Branch Capital and the other sellers on the sale of STARC Systems to Bertram Capital. The team guided North Branch Capital, a partner to growing lower middle-market industrial businesses, through the structuring and negotiation of the sale, positioning the portfolio company for a successful exit following a three-year investment period that saw STARC Systems, a leading manufacturer of reusable temporary containment wall systems, significantly expand its product portfolio and manufacturing capabilities. Katten's multidisciplinary team included Transactional Tax Planning Partner Valentina Famparska and Associate James Blasland; Head of Employment Transactions Partner Michelle Gyves and Counsel Emery Lyon; Intellectual Property Partner Sean Wooden; Partner Nancy Rich; and Mergers and Acquisitions Associates Luke Anderson and Sophie Morrison. Related professionals. * Kimberly T. Smith Partner and Global Chair, Corporate Department * Jessica L. Schauwecker Partner * Valentina Famparska Partner * James Blasland Associate * Michelle A. Gyves Partner and Head of Employment Transactions * Sean S. Wooden Partner * Emery L. Lyon Counsel * Nancy J. Rich Partner * Luke D. Anderson Associate * Sophie N. Morrison Associate

Hattiesburg MS news and directory
Sep 10th, 2026
Bertram Capital invests in temporary containment wall maker STARC Systems

Bertram Capital has invested in STARC Systems, a leading manufacturer of reusable temporary containment wall systems. The transaction represents Bertram's sixth platform investment in Fund V, though financial terms were not disclosed. Headquartered in Brunswick, Maine, STARC is North America's largest manufacturer of temporary wall systems serving occupied renovation environments. The company's products meet demanding requirements including acoustic performance, dust and pathogen containment, and fire safety compliance. STARC opened a new 107,000-square-foot manufacturing and operations facility in May 2026, significantly expanding its production and logistics capacity. The company serves general contractors, healthcare providers, airport operators, and rental partners. Chris Vickers, STARC's president and CEO, said Bertram differentiated itself through its understanding of the business model and technology enablement resources.

Yahoo Finance
Sep 10th, 2026
Bertram Capital announces new platform investment in STARC Systems.

Bertram Capital announces new platform investment in STARC Systems. PR Newswire FOSTER CITY, Calif., Sept. 10, 2026 /PRNewswire/ - Bertram Capital ("Bertram") announced today its investment in STARC Systems, Inc. ("STARC" or the "Company"), a leading manufacturer of reusable temporary containment wall systems. STARC represents Bertram's sixth platform investment in Fund V. Terms of the transaction were not disclosed. "STARC has established itself as a leader in reusable temporary containment for occupied construction environments," said Chris Brown, Partner at Bertram Capital. "The Company's success reflects a differentiated product portfolio, deep technical expertise in containment performance, and long-standing relationships with many of the country's leading general contractors, healthcare providers, airport operators, and rental partners. We look forward to partnering with CEO Chris Vickers and the STARC team to support the next phase of the Company's evolution." Headquartered in Brunswick, Maine, STARC is North America's largest manufacturer of temporary wall systems serving customers across highly resilient occupied renovation environments. The Company's product portfolio meets the most demanding requirements of occupied jobsites, including acoustic performance, dust and pathogen containment, fire and life-safety compliance, and installations at heights. STARC opened a new 107k square foot manufacturing and operations facility in May 2026, significantly expanding its production and logistics capacity. "The Bertram team differentiated itself in the sale process through their clear understanding of our business model and products, shared vision in the value creation strategy, and their Bertram Labs technology enablement resource," said Chris Vickers, President and CEO of STARC Systems. "We look forward to leveraging Bertram's capabilities, including the Bertram Labs team, to further accelerate our growth." Bertram would like to recognize the investment banking team at Stout, led by Matt Schloop and Mark Abbott, for their efforts in closing this transaction and making this partnership possible. Bertram also extends its thanks to Carl Gatenio, Casey Brecher, and the Raymond James team for their advisory support throughout the process. Bertram further thanks Hirschler, led by Lisa Hedrick and Andrew Lohmann, which served as legal counsel to Bertram. About STARC Systems STARC Systems is a leading provider of reusable temporary containment wall systems for renovation and construction work in occupied spaces. The Company specializes in modular wall systems and provides a wide array of related containment products, including anteroom solutions, door and access options, air monitoring, and negative air machines. From its manufacturing and operations facility in Brunswick, Maine, STARC is well positioned to serve across a diverse range of end market applications. For more information, please visit www.starcsystems.com.

Sun Business Media LLC
Jun 24th, 2026
Bertram Capital makes fifth Fund V investment with Bluebird retail commerce services deal

Bertram Capital has made a growth investment in The Bluebird Group, a Minneapolis-based omnichannel retail commerce services company, marking Bertram's fifth platform investment from Fund V. Financial terms were not disclosed. Founded in 2015, Bluebird partners with consumer brands to manage their presence across nine major retail channels, including Amazon, Walmart, Target and Best Buy. The company provides services covering retail media, omnichannel sales management, creative production, social commerce and category management. CEO and founder Jason Kapsner will remain in his current role. Bertram partner Jared Ruger led the investment. The funding will support expansion and enhancement of Bluebird's technology platform through Bertram Labs, the firm's internal technology capability. Canaccord Genuity served as sell-side adviser.

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