Zoey Armstrong was Promoted as Chief Compliance Officer at Bertram-Capital

Date of management change: May 16, 2019 

What Happened?

Foster City, -based Bertram-Capital Promoted Zoey Armstrong as Chief Compliance Officer


About the Company

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).


About the Person

Zoey Armstrong is Chief Compliance Officer at Bertram Capital. Previously, Zoey held various senior legal leadership roles in the industry.


Info Source

Press Release


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