Speakers

Alex Goldscher is a Managing Director at Bertram Capital, a middle market private equity firm with over $4 billion in capital commitments. Alex focuses on investment origination, diligence, and portfolio company management across Bertram's Flagship and Ignite funds, with particular expertise in consumer and business services. His investment experience at Bertram includes Tactacam, Cogency Global, Left Lane Auto, Spectrio, CreativeDrive, Aperture Pet and Life, and others.

Prior to Bertram, Alex was an Associate at Goode Partners, a New York-based consumer and retail focused private equity firm, where he worked on investments including Dave's Killer Bread and Intermix. Before Goode, Alex was an Analyst in the Consumer & Retail Investment Banking group at Wells Fargo Securities in Charlotte, NC.

Alex graduated magna cum laude with a B.S. in Business Administration from Washington and Lee University.

Bertram:

Bertram Capital is a middle market private equity firm headquartered in Foster City, California, with over $4 billion in capital commitments raised since its founding in 2006. The firm targets control investments in lower middle market companies across business services, consumer, and industrial sectors through two funds: its Flagship Fund, focused on companies with $7.5M+ in EBITDA and enterprise values of $150–500M, and its Ignite Fund, targeting earlier-stage businesses with $3M+ in EBITDA and enterprise values of $50–150M.

Beyond capital, Bertram brings meaningful operational resources to its portfolio companies, anchored by Bertram Labs, the firm's in-house technology team, which drives growth through digital marketing, e-commerce, data analytics, and platform optimization. Bertram has invested in over 150 platform and add-on acquisitions across its five funds.