Bertram Capital Achieves Recognition as Top Private Equity Firm for 2025

Bertram Capital Recognized as a Leading Private Equity Firm for 2025

Bertram Capital has made headlines by being recognized as one of the top 50 private equity firms for executives in 2025. This esteemed recognition comes from PrivateEquityCXO and Falcon Partners, which are notable players in the private equity landscape. The selection criteria were rooted in a survey that collected feedback from thousands of private equity-backed executives, who evaluated funds based on their experiences. The survey utilized the innovative framework known as the PE-CXO's Nine Dimensions of Governance Fit®, designed to emphasize key governance responsibilities and streamline hiring processes.

Objectives of the Award

The essence of this award lies in its purpose to highlight firms that empower portfolio company executives to achieve optimal returns. Bertram Capital, well-established since its inception in 2006, has raised over $4.0 billion in capital commitments and boasts a distinctive investment strategy centered on operational excellence and value creation. Kevin Yamashita, a partner at Bertram Capital, shared insights regarding the firm’s principles. He noted, "We believe that building high-performing management teams is fundamental to value creation." This foundational belief attests to the collaborative approach and the considerable resources Bertram provides to its management teams, notably through its in-house technology team, Bertram Labs.

The Governance Fit Framework

The Nine Dimensions of Governance Fit® framework plays a pivotal role in this recognition. It not only aids in the evaluation of governance structures but also ensures alignment between sponsors and executives. According to Rob Huxtable, CEO of Falcon Partners, "The best outcomes happen when sponsors and executives align." This sentiment underlines the importance of strategic collaboration to enhance business outcomes, reflecting Bertram Capital's commitment to fostering strong executive relationships.

Continuous Commitment to Excellence

Bertram's recent accolades complement its status as a BluWave Top 50 Private Equity Innovator for both 2024 and 2025. This consecutive recognition marks its commitment to a differentiated investment strategy, further solidifying its standing in the industry. Bertram Capital's unwavering focus on operational resources and leadership development nurtures growth and innovation throughout its portfolio companies.

Insights Into Bertram Capital’s Strategies

The firm’s operationally focused value-creation strategy, dubbed the Bertram High-5SM, encompasses various elements: management augmentation, operational initiatives, complementary acquisitions, sales and marketing improvements, and technology integration. The strategic approach aims to unlock the full potential of portfolio companies. With specialized initiatives from Bertram Labs, the firm leverages next-gen technology to enhance capabilities in areas such as digital marketing, application development, and data analytics.

Investment Focus Areas

Bertram Capital V primarily targets control investments in business services, consumer, and industrial sectors, concentrating on firms with EBITDA exceeding $7.5 million. Meanwhile, Bertram Ignite I extends its reach by focusing on both control and non-control investments in sectors with EBITDA minimum thresholds starting at $3 million. Such adaptability highlights Bertram's commitment to meeting diverse market needs and client expectations.

Conclusion

The recognition as one of the top 50 private equity firms for executives is not just a title for Bertram Capital; it represents continued dedication to driving value and fostering effective partnerships. The responses from over 1,000 sponsor-backed executives are a testament to the firm’s strategy and results-oriented approach in an ever-evolving financial landscape. For more information about Bertram Capital and its innovative strategies, visit their website for greater insights into their operations and achievements.