Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
Visit www.bcap.com for more information.
Position Description
Bertram Capital is seeking undergraduate students to join the firm’s investment team for this upcoming summer. The ideal individual is ready to learn and contribute in meaningful ways. Interns will work on a small team and will be exposed to a spectrum of private equity investing work streams including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution.
This internship is 8-10 weeks full time from June – August 2025. Exact start and end dates will be finalized closer to the internship. Interns must be in the San Francicsco Bay Area for this opportunity.
Compensation
The expected salary range for this internship is: $12,000- $18,000. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role.
Qualifications
- Enrolled in an undergraduate degree program
- Minimum 3.5 GPA or equivalent and high ACT/SAT scores preferred
- General understanding of financial statements, modeling and capital structure
- Strong analytical skills, strategic insight, industry perspective and intellectual curiosity
- Self-starter with excellent oral communication skills
- Demonstrated experience working as a productive member of a team
- High proficiency with MS Office products (Excel, Word and PowerPoint)
At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.
What We Do
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
Investment Criteria:
Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology
Size Characteristics
> Revenue: $20-$250M
> EBITDA: $5-$35M
> Add-ons can be smaller/early stage
Transaction Structures
> Preference for control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events
Equity Strategy
> Enterprise Value: $50-$500M
> Platform equity check range: $25-$100M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity
Disclaimer: http://www.bertramcapital.com/disclaimer
