Kevin Yamashita

With over $850 million under management, Bertram Capital is a private equity firm that partners with management teams to fuel the expansion of lower middle market companies. In addition to supplying flexible investment capital, the firm is committed to providing meaningful operational and strategic resources to facilitate rapid growth in revenue and profitability. The firm's industry focus includes: Business Services, Consumer, Healthcare, and Manufacturing & Operations. Bertram targets investments in companies with revenues of $30-$200M, EBITDA of $7-$30M, providing low leverage (50-70% equity), with $25-$100 million in platform equity, and the remainder allocated to add-ons. Bertram focuses on four transaction structures: management buyouts, shareholder liquidity events, private companies, and a preference for control.