Bertram Promotes Three

Bertram Capital has promoted Michelle Chao and Alex Goldscher to Vice President, and Soraya Hoberman to Associate.

“The promotions recognize the significant contributions Michelle, Alex, and Soraya have made to our firm as we continue to grow in a challenging and competitive market,” said Jeff Drazan, Managing Partner. “Alex and Soraya have distinguished themselves as investment team members and Michelle has made many meaningful contributions to Bertram’s business development efforts. We are proud of each of their accomplishments and look forward to their continued success with our firm.”

Earlier this month, Bertram held a hard cap final closing of Bertram Growth Capital III LP and Bertram Growth Capital III-A LP (collectively Fund III) with a combined $500 million of capital commitments.  Fund III received commitments from over 30 investors, including endowments, insurance companies, multi-manager funds, consultants, public pensions, corporate pensions and family offices. Sixpoint Partners was the placement agent for this fundraise.

Ms. Chao focuses on sourcing and evaluating investment opportunities and manages Bertram’s intermediary relationships in the western half of the United States and Canada. She joined Bertram in 2008 and since then has implemented technology initiatives to manage networking, deal flow, analytics, and business development processes for the firm. Ms. Chao was promoted to Director in 2012 and has continued to play an integral role in building Bertram’s brand in the marketplace.

Mr. Goldscher focuses on the firm’s investments in the business services sector and has been instrumental in the acquisition and growth of Creative Drive, a New York-based creator, designer and manager of digital content for e-commerce applications that was acquired in March 2015; and Spectrio, an Oldsmar, FL-based provider of customer engagement products and services that was acquired from The Riverside Company in September 2017. Mr. Goldscher joined Bertram as a Senior Associate in 2014 after working with Goode Partners, a consumer and retail-focused private equity firm based in New York. Before joining Goode, he was a member of the Consumer & Retail Investment Banking group at Wells Fargo Securities.

Ms. Hoberman focuses on the firm’s investments in the consumer and industrial sectors where she supports both platform and add-on acquisitions, as well as operational initiatives. She joined Bertram as an Analyst in 2016.  Prior to Bertram, Ms. Hoberman worked as a strategist at BlackRock, a large New York-based investment management firm.

Bertram Capital invests in middle-market business services, consumer, industrial and manufacturing companies that have revenues from $25 million to $250 million and EBITDA of $5 million to $30 million. To drive growth and create value in its portfolio companies, Bertram uses an investment strategy called “High 5” which focuses on five core operating principles – sales and marketing improvement, management support, supply chain optimization, technology optimization, and add-on acquisitions.

Bertram Capital is led by its executive partnership team of Jeff Drazan, Kevin Yamashita, Ryan Craig, Jared Ruger, David Hellier, Ingrid Swenson and Brian Wheeler. The firm is headquartered south of San Francisco in San Mateo, CA (www.bertramcapital.com).

© 2018 Private Equity Professional | February 22, 2018

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