Bertram Capital promotes two to principal

Bertram Capital has promoted Tom Beerle and Tim Heston to principal. Prior to working at Bertram, Beerle worked at Opus Capital while Heston worked at Calera Capital.


SAN MATEO, Calif., Aug. 12, 2015 /PRNewswire/ — Bertram Capital, a private equity firm headquartered in San Mateo, California, today announced the promotions of Tom Beerle and Tim Heston to Principal.

“Tom Beerle and Tim Heston have demonstrated their ability to strategically contribute to growing the Bertram platform through their significant contributions to our deal execution and platform development,” said Jeff Drazan, Managing Partner at Bertram Capital. “Under the leadership of Partners Ryan Craig, Jared Ruger and Kevin Yamashita, Tom and Tim have developed into deal professionals who will now have the responsibility for executing their own transactions.”

Tom Beerle focuses on the firm’s investments in the consumer sector and serves on the Board of Directors for Bertram portfolio companies A1C (diabetes management), ECS Tuning (automotive aftermarket parts), Paula’s Choice (skincare & cosmetics), Omnis (glucose monitoring systems), and Spireon (mobile resource management). Tom was also a board member for exited portfolio company One Distribution (SUPRA Footwear and KR3W Apparel). Tom joined Bertram Capital in 2008 as a summer intern while attending Haas Graduate Business School at the University of California at Berkeley. After obtaining his MBA, Tom rejoined Bertram Capital where he has supported Bertram’s investments in One Distribution and Spireon. Tom was promoted to Vice President in 2010, and has played an integral role building Bertram Capital’s consumer investment focus. Prior to Bertram, Tom worked with Opus Capital where he sought to leverage technology in evaluating investment opportunities across a number of industries. Previously, Tom executed strategic acquisitions at Carl Zeiss Vision and held positions with Deloitte Consulting and Deloitte Audit.

Tim Heston focuses on the firm’s industrial investments and serves on the Board of Directors for Bertram portfolio companies, Clarus Glassboards (branded glassboards), Maxcess (web handling components), and Rowmark (engravable plastic sheets). Heston previously served on the Board of Directors for exited portfolio companies EDI (extrusion die manufacturer) and Marelco Power (power control systems). Tim joined Bertram Capital as a summer intern in 2008 while attending Haas Graduate Business School at the University of California at Berkeley, and accepted a full time position shortly thereafter. He has been a key member of Bertram Capital’s industrial team working on the exits of PDI and EDI, as well as the acquisitions of Maxcess, Rowmark, Tyden and most recently Clarus Glassboards. Tim was promoted to Vice President in 2010 following his contributions to Bertram’s portfolio as well as spearheading Bertram Capital’s associate recruiting program. Prior to Bertram, Tim was with Calera Capital where he evaluated investment opportunities across a range of industries. Before joining Calera, Tim was a member of the Mergers & Acquisitions group at J.P. Morgan and the Investment Banking group at Carl Marks & Co.

About Bertram Capital
With over $850 million in capital under management, 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 for more information.