Bertram Capital Elevates Four Key Team Members to Managing Directors in Strategic Move

Bertram Capital Promotes Four Executives to Managing Director

FOSTER CITY, Calif., January 27, 2026 /PRNewswire/ -- Bertram Capital, a notable private equity firm focusing on the middle market, has announced significant promotions within its leadership team. Sean Houseworth, Aaron Kessler, Matt Jones, and Paul Koeniger have been elevated to the position of Managing Directors. This decision reflects Bertram's commitment to acknowledging the hard work and contributions of its team members, as highlighted by Jeff Drazan, Managing Partner at Bertram Capital. He stated that these promotions celebrate the essential roles that Sean, Aaron, Matt, and Paul have played across the firm's investment and origination initiatives.

The newly appointed Managing Directors embody Bertram's ethos of strong judgment, skillful execution, and dedication to their long-term value creation strategy. A brief overview of their backgrounds and contributions includes:

Sean Houseworth

Sean joined Bertram's Business Services investment team in August 2016. His primary responsibilities include evaluating, executing, and overseeing mid-market private equity investments. He has been instrumental in leading the firm’s investment in MSE Supplies and holds board positions at both Cogency and Spectrio. Prior to Bertram, Sean spent three years at Deloitte Corporate Finance, where he specialized in executing middle-market M&A transactions across various sectors.

Aaron Kessler

Having joined Bertram in September 2022, Aaron is part of the Industrials investment team and contributes to leading investments within the firm. He currently serves on the boards of Safety Products Global and Applied Adhesives. With over ten years of experience at Crimson Investment, Aaron played a crucial role in the execution and portfolio management of mid-market private equity investments across diverse industries. His previous board appointments include Milton Industries, Aqua-Chem, and Tyden Group, where he also helped guide them through successful investments.

Matt Jones

Matt came on board at Bertram in December 2022 as part of the Origination and Capital Markets team. Before this, he held senior roles in business development and strategy at notable tech companies, including leading the Strategic Partner Management team at Gopuff, and has served in leadership positions at Uber. His experience encompasses critical areas such as product development, large-scale market expansion, and enterprise partnerships.

Paul Koeniger

Since July 2022, Paul has been a vital member of Bertram's Origination and Capital Markets team. His prior experience includes three years at Capstone Partners, where he specialized in advising mid-market founders on exit strategies and fundraising. Paul has held significant business development and capital-raising roles within the asset management sector, and at Bertram, he is key in sourcing new investment opportunities and bolstering the firm's origination efforts.

About Bertram Capital

Founded in 2006, Bertram Capital is a private equity firm focusing on lower middle-market company investments. The firm has successfully raised over $4.0 billion in capital commitments and is dedicated to providing strategic growth capital. Their approach integrates proprietary processes and services like Bertram High-5SM and Bertram Labs, aimed at empowering portfolio companies to achieve their full potential.

Bertram High-5SM is a targeted operational strategy focused on value creation, encompassing management enhancements, operational initiatives, and technological integration. Bertram Labs, its in-house technology team, assists in driving growth through digital marketing, e-commerce, data analytics, and application development.

With Bertram Capital V primarily targeting business services, consumer, and industrial sectors with EBITDA above $7.5 million and Bertram Ignite I focusing on both control and non-control investments in similar sectors starting from a minimum EBITDA of $3 million, Bertram continues leading the way in private equity investments.

For more information on their comprehensive strategies and investment focuses, visit Bertram Capital’s website.