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. 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.

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Position Description

The Vice President, Origination and Capital Markets (“OCM”) for Bertram Capital leads the development and growth of new investment opportunities and manages intermediary, lender and service relationships in the US and Canada.  The Vice President works alongside the Partner/Head of OCM with managing the overall intermediary relationship network, firm marketing and internal administrative/compliance processes. The position requires deep relationship development skills as well as the ability to develop and drive new origination initiatives.

Reports to: Partner, OCM

Primary Responsibilities:

  • Represent and extend the Bertram brand externally to ensure the firm is top of mind for deal opportunities with Intermediaries (international/national investment banks, regional boutique investment banks, corporate development offices and business brokers) and the firm is perceived as a leader in the middle market
  • Source investment opportunities for Bertram Capital funds and its portfolio companies
  • Build and manage a comprehensive network of Intermediary, Lender and Service Provider relationships via regular in-person and virtual meetings
    • Plan and manage territory meetings to ensure firm meets annual intermediary contact and sourcing goals
    • Create unique events to build awareness of and preference for Bertram as an investor
    • Manage travel expenses to meet budget expectations
    • Develop, review and report firm’s strategic objectives and investment interests to Intermediaries and Service Providers via in-person meetings, phone calls, marketing materials and web site
  • Act as a liaison between Bertram Investment Team and External Intermediaries and Services Providers
    • Coordinate communication and meetings between Investment Team and investment banks, especially industry focused investment bankers
    • Effectively communicate the differentiation and unique approach of Bertram’s value creation strategy
  • Develop and lead thesis-driven proprietary sourcing program
    • Coordinate with Investment Teams so develop outreach criteria to leverage intermediary relationships to find proprietary and limited process opportunities within the thesis areas.
    • Work closely with OCM Analyst to leverage technology-based business targeting
  • Ensure deal pipeline process and intermediary communication is managed from initial sourcing through deal decline or deal closing.
  • Produce firm marketing materials and press releases
  • Update firm CRM system
  • Perform market research and analysis
  • Review/Process Non-Disclosure Agreements
  • Produce weekly, monthly and annual reports
  • Contribute to the development and refinement of Company’s vision and strategy

Expected Results:

  • Source >600 qualified deals (size, industry profile) annually
  • Maintain at least 50% conversion rate of deals to CIMs (quality index)
  • Meet (virtually or in-person) with all Tier 1 intermediaries at least 4x/year, Tier 2 intermediaries 2x/year and 75% of Tier 3 intermediaries 1x/year in the territory
  • Develop meaningful, deep relationships with assigned intermediaries
    • Create preference for Bertram Capital for deal sourcing and when we are pursuing buy-side opportunities
  • Make regular calls into investment bankers/intermediaries to leverage relationships to assist investment team with:
    • Deal information/intelligence
    • Positioning and preference on IOIs and LOIs
    • Connecting to relevant industry bankers
  • Manage travel and living expenses within approved budget
  • Develop and deliver weekly and monthly reports on time per schedule
  • Create, implement and test at least one new marketing program per year
  • Secure a leadership role within a key ACG chapter for broader Bertram brand exposure


Bachelor’s Degree or equivalent (preferably in marketing, finance or a related field) 

  • 15+ years product management/marketing. management or finance industry experience
    • Sales experience and sales-related business development experience is less important; role is relationship/preference and firm brand development focused
  • Outside activity interests relevant to business relationship building a significant benefit
  • Poised and articulate with outstanding verbal and written communication skills
  • Strong organizational skills and attention to detail
  • Excellent writing, problem solving, and analytical skills
  • Ability to manage multiple projects and complete deliverables on schedule
  • Proficient in Salesforce and LinkedIn
  • Proactive and devoted to excellent client service


  • A competitive base salary
  • Bonus eligibility based on individual and team performance
  • A premium suite of benefits including comprehensive medical, dental and vision
  • Generous paid time off


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 Capital is a place that attracts, grows, and promotes top talent from all backgrounds.

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