Bertram Capital Closes $500 Million Private Equity Fund

Sixpoint Partners served as exclusive global placement agent

NEW YORK--()--Sixpoint Partners, a leading global investment bank serving the middle market, announced the successful closing of Bertram Growth Capital III, L.P. and Bertram Growth Capital III-A, L.P. (the “Fund” or “Fund III”), with $500 million of total capital commitments from limited partners. Bertram Capital (“Bertram”), a middle market private equity firm focused on control transactions, closed Fund III at its target and hard cap, receiving commitments from over 30 top-tier investors, including endowments, insurance companies, multi-manager funds, consultants, public pensions, corporate pensions and family offices.

Like its predecessors, Fund III will continue Bertram’s demonstrated model of accelerating growth and driving operational improvements to transform under-optimized businesses into market leaders. Bertram leverages its highly differentiated in-house technology team, Bertram Labs, to drive value creation through proprietary IT initiatives in its portfolio companies. The Fund will focus on investing in companies generally with a minimum of $25 million in revenue and $5 million in EBITDA in the business services, and industrial/manufacturing consumer sectors. The firm is led by its executive partnership team of Jeff Drazan, Kevin Yamashita, Ryan Craig, Jared Ruger, David Hellier, Ingrid Swenson and Brian Wheeler.

“The Sixpoint team proved to be an invaluable partner in our fundraising effort,” said Jeff Drazan, Managing Partner at Bertram. “Their experience, broad limited partner relationships and tenacity were key to hitting our hard cap target of $500M for Fund III. We deeply appreciate the efforts that the team delivered on our behalf.”

“Bertram’s experienced team and differentiated approach generated strong demand from investors looking for untapped value in the middle market,” said Eric Zoller, Founder & Partner at Sixpoint Partners.

“We believe Bertram is well positioned to generate successful investments in the lower middle market, and we look forward to continuing our partnership with its senior team,” said Larry Smith, Partner at Sixpoint Partners.

Kirkland & Ellis provided legal counsel in connection with Fund III.

About Bertram Capital

With over $1.3 billion in committed capital, Bertram Capital is a private equity firm targeting investments in lower middle market companies. By supplying flexible investment capital and committing a wealth of operational and strategic resources to each investment, we make it our core objective to move companies, management teams, and employees toward unlocking their full potential. Visit www.bcap.com for more information.

About Sixpoint Partners

Sixpoint Partners is a leading global investment bank focused on a diversified set of services and solutions for the middle-market private equity industry. The firm’s core areas of focus include (i) primary fund placement, (ii) secondaries advisory and (iii) co-investment placement across a wide range of industries, strategies and geographies. Sixpoint Partners has a reputation for its direct, results-driven style and for delivering innovative solutions to complex problems in order to create long-term value for clients. Sixpoint is headquartered in New York with offices in Chicago, San Francisco, Austin and Hong Kong. For more information, please visit http://www.sixpointpartners.com/.

Sixpoint Partners, LLC, is a registered broker/dealer, member FINRA (http://www.finra.org) and SIPC (http://www.sipc.org). Sixpoint Partners Asia Limited is licensed by the Securities and Futures Commission (http://www.sfc.hk).

Contacts

Bertram Capital
David Hellier, 650-358-5000
pr@bcap.com
or
Sixpoint Partners
Eric Zoller, 212-751-8690
Founder & Partner
ezoller@sixpointpartners.com

Contacts

Bertram Capital
David Hellier, 650-358-5000
pr@bcap.com
or
Sixpoint Partners
Eric Zoller, 212-751-8690
Founder & Partner
ezoller@sixpointpartners.com