Bertram Capital Recognized as a 2025 Top Private Equity Firm for Executives

FOSTER CITY, Calif., June 19, 2025 /PRNewswire/ -- Bertram Capital ("Bertram") is pleased to announce that it has been named one of the Top 50 Private Equity Firms for Executives by PrivateEquityCXO, the world's largest community of private equity-backed executives, and Falcon Partners, a boutique executive search firm exclusively serving private equity firms and their portfolio companies.

The award recognizes 2025's Top 50 Private Equity Firms that best enable their portfolio company executives to drive maximum returns. Winners are determined through data collected from thousands of sponsor-backed executives highlighting their experiences and rating funds using PE-CXO's Nine Dimensions of Governance Fit^®, a strategic framework for conducting diligence ahead of key hiring decisions and improving existing partnerships. Bertram did not provide compensation in connection with this award and was not included in the survey respondent pool. This recognition was based on responses from over 1,000 sponsor-backed executives and reflects ratings of firms meeting specific criteria developed by PrivateEquityCXO and Falcon Partners.

"At Bertram, we believe that building high-performing management teams is fundamental to value creation," said Kevin Yamashita, Partner at Bertram Capital. "We are proud to be recognized by the executive community and view this honor as a reflection of our collaborative approach, the resources we provide through our in-house technology team Bertram Labs, and our commitment to strengthening management teams through the Bertram Capital High-5^SM strategic framework."

Bertram's continued investment in operational resources, its culture of partnership, and its focus on leadership development have been instrumental in fostering strong executive relationships across its portfolio.

"The best outcomes happen when sponsors and executives align. This report provides both parties with a framework for effectively diligencing for governance fit," said Rob Huxtable, CEO of Falcon Partners. "The Nine Dimensions of Governance Fit^® is one way Falcon ensures great retained search outcomes for all of our stakeholders."

This latest honor follows Bertram's recognition as a BluWave Top 50 Private Equity Innovator for both 2024 and 2025, further highlighting the firm's differentiated investment strategy and commitment to operational excellence.

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 leverages proprietary processes and services, including Bertram High-5^SM and Bertram Labs, to help its portfolio companies 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. Bertram Labs, the firm's in-house technology team, 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 $7.5million. 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.

About PrivateEquityCXO
With 42K+ members, PrivateEquityCXO.com is the world's largest community of private equity-backed executives. Through digital content, tools, and services, PrivateEquityCXO expands the pool of executives fit for PE portfolio companies and helps leaders build more valuable businesses. For more information, visit www.pe-cxo.com or email [email protected].

About Falcon Partners
Falcon Partners LLC is a leading retained search firm with an exclusive focus on serving private equity firms and their portfolio companies. Falcon conducts searches for transformational C-suite leaders who can drive MOIC and IRR. For more information, visit www.falcon-pe.com or email [email protected].

Important Disclosures

The information contained herein does not constitute investment advice or an offer to sell or the solicitation of any offer to buy any interests in Bertram Capital Management, LLC or any of the private funds that it advises nor is it intended to be used for marketing purposes to any existing or prospective investor in any jurisdiction and is subject to correction, completion and amendment without notice. A solicitation of any offer to buy such interests may only be made at the time a qualified offered receives a confidential offering memorandum describing the offering and related subscription agreement. This notification has not been approved or disapproved by (a) the United States Securities and Exchange Commission or any other United States federal or state regulatory authority or (b) any federal or state regulatory authority of any member state of the European Economic Area, and no such commission or authority has passed upon the merits, accuracy or adequacy of this content, nor is it intended that any will. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future results or expectations. Past performance has no predictive value and is no indicator of future performance. No reliance may be placed for any purpose on the information and opinions contained herein or their accuracy or completeness and nothing contained herein may be relied upon in making any investment decision.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated adviser does not ensure that an investor or prospective investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any investor nor are they representative of any one investor's evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser. Survey respondents include over 1,000 sponsor-backed executives and did not include Bertram Capital in respondent pool. Such recognitions are not based on actual investment performance or investor returns.

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SOURCE Bertram Capital