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Bertram Capital Expands Investment Team

US mid-market private equity firm Bertram Capital has made additions to the investment team in the shape of Kevin Yu as a Vice President and Ming Dai as an Associate.

Yu will focus on evaluating and executing investment opportunities as a member of the Industrials investment team. Yu has more than 10 years of private equity and M&A experience.  Prior to joining Bertram, Yu most recently worked on the investment team at ORIX Capital Partners, a North American middle market private equity fund focused on the industrials, telecom, and business services sectors. Prior to Orix, Yu was with ShoreView Industries, a $1.3 billion AUM private equity firm focused on the lower middle market. Yu also worked within the M&A / Corporate Development teams at Google and UnitedHealthGroup.

"Kevin's experience in both private equity and corporate development are well-matched to our buy and build strategy," said Tim Heston, Partner at Bertram Capital. "We are thrilled to welcome Kevin to the Bertram team."

Additionally, Ming Dai joins the firm's Consumer investment team. Prior to Bertram, Dai spent two years in investment banking with Morgan Stanley's Consumer Retail Group in Hong Kong.

"Ming brings excellent technical discipline and real-world deal experience to our team," said Ryan Craig, Partner at Bertram Capital. "We expect that his contributions will be significant."


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