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Bertram Capital is a Northern California-based private equity firm focused on investing in middle-market business services, consumer, industrial/manufacturing and technology companies. Bertram typically allocates $25-$100 million to each investment. Since the firm`s inception, Bertram has managed in excess of $1.4 billion in committed capital. Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to transform middle market companies into market leaders. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering. Instead, the firm is keenly focused on reinvestment to achieve the growth and expansion that will cement a company`s longer term market position and ensure its ultimate success. Bertram specifically targets situations that offer the opportunity to apply The Bertram Capital High Five sm, a proprietary, strategic framework for facilitating rapid, profitable growth (The High Five principles - Management, Distribution, Intellectual Property, Acquisitions, Outsourcing).
Tavistock Group is an international private investment company founded by British businessperson Joe Lewis. The U.S. headquarters is located in Tavistock House in unincorporated Orange County, Florida.[1] Across the globe, Tavistock Group provides creative capital structured for each investment opportunity and looks to deploy between $25 million to $1 billion behind established businesses which benefit from its capital, flexibility, management expertise and global network of resources.
Initialized Capital is a San Francisco-based early stage venture capital firm with over $700M in assets under management. We`re early investors in Coinbase, Instacart, Cruise, Rippling, Opendoor, and more — $100B+ in market value. We`re founders and builders who are here to help others like us build meaningful businesses. We focus on investing in high-potential software startups at seed stage and earlier, and are happy to be the first investors in early teams run by great engineers, designers and product founders. We`ve helped more founders build startups at the earliest possible stage than most anyone you`ll meet, and that means we can help startups avoid the 1,000 landmines that can cause certain failure. It certainly won`t guarantee success (as we all know there`s no such thing in startups) but at the seed stage we`ve seen many cases where having the right investors will improve your chances significantly. In the end, we started this firm to help people like ourselves build companies that matter. A lot of great investors, advisors, founders, and friends have helped us along the way. We`re just here to pay it forward.
The Piacente Group is a New York, NY-based company in the Financial Services sector.
Babson-United Investment Advisor, Inc. is a Watertown, MA-based company in the Financial Services sector.