Bertram Promotes Four to Managing Director

Bertram Capital has promoted four of its professionals on its investment and origination teams — Sean Houseworth, Aaron Kessler, Matt Jones and Paul Koeniger — to managing director.

Mr. Houseworth has been with Bertram’s business services investment team since 2016, focusing on evaluating and managing middle-market private equity investments, and currently leads the firm’s investment in MSE Supplies while serving on the boards of Cogency and Spectrio. Mr. Kessler joined the firm in 2022 as part of the industrials investment team and serves on the boards of Safety Products Global and Applied Adhesives. Messrs. Jones and Koeniger have extensive investment and origination experience.

“These promotions recognize the contributions Sean, Aaron, Matt, and Paul have made across our investment and origination platforms,” said Jeff Drazan, managing partner at Bertram. “Each has demonstrated strong judgment, execution capability, and a commitment to Bertram’s long-term approach to value creation.”

Bertram Capital invests in middle-market companies across the business services, consumer, industrial, and manufacturing sectors. The firm’s flagship fund makes control investments in lower middle-market companies with at least $7.5 million in EBITDA, while Bertram’s Ignite Fund makes both control and non-control investments in under-optimized companies with a minimum of $3.5 million in EBITDA. The firm was founded in 2006 and is headquartered near San Francisco in Foster City, California.