Bertram Capital Management, LLC, a middle market private equity firm, has promoted Michelle Chao and Alex Goldscher to Vice President, and Soraya Hoberman to Associate.
With over $1.3 billion in committed capital, San Mateo, California based Bertram Capital is a private equity firm targeting investments in lower middle market companies. Bertram Capital recently announced the successful closing of Bertram Growth Capital III, L.P. & Bertram Growth Capital III-A, L.P. with US $500 million of total capital commitments from limited partners.
Chao focuses on sourcing and evaluating investment opportunities and manages Bertram Capital’s intermediary relationships in the Western half of the United States and Canada.
photo credit: Bertram Capital
Bertram Capital Announces Three Promotions
San Mateo, CA, February 22, 2018 – Bertram Capital (“Bertram”), a middle market private equity firm headquartered in San Mateo, California, today announced the promotions of Michelle Chao and Alex Goldscher to Vice President and Soraya Hoberman to Associate. Bertram recently announced the successful closing of Bertram Growth Capital III, L.P. & Bertram Growth Capital III-A, L.P. with $500 million of total capital commitments from limited partners.
“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.”
Michelle Chao focuses on sourcing and evaluating investment opportunities and manages Bertram Capital’s intermediary relationships in the Western half of the United States and Canada. Michelle joined Bertram Capital in 2008 and since then has implemented technology initiatves to manage networking, deal flow, analytics, and overall business development processes for the firm. Michelle was promoted to Director in 2012 and has continued to play an integral role in building Bertram Capital’s brand in the marketplace.
Alex Goldscher focuses on the firm’s investments in the business services sector and has been instrumental in the acquisition and growth of Bertram’s existing portfolio companies, Creative Drive and Spectrio. Alex joined Bertram Capital 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, Alex was a member of the Consumer & Retail Investment Banking group at Wells Fargo Securities in Charlotte, NC.
Soraya 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. Soraya joined Bertram Capital as an Analyst in 2016. Prior to Bertram, Soraya worked as a strategist at BlackRock supporting the institutional iShares business. At BlackRock, Soraya focused on product and market research, and distribution strategy for equity and fixed income ETFs.
About Bertram Capital
With over $1.3 billion in committed capital, Bertram Capital is a private equity firm targeting investments in lower middle market companies. By supplying flexible investment capital and committing a wealth of operational and strategic resources to each investment, we make it our core objective to move companies, management teams and employees toward unlocking their full potential. Visit www.bertramcapital.com for more information.
David Hellier: Bertram Capital
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