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Sean Houseworth
ResearchedAngel Investors

Sean Houseworth

Senior Associate

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At a glance

Full Name
Sean Houseworth
Title
Managing Director (promoted January 2026; previously Vice President)
Firm
Bertram Capital
Firm Type
Private equity (lower middle-market buyout) — *not an angel investor*
Investment Stage
Control and select non-control buyouts / growth equity in established, cash-flow-positive companies (not seed-stage)
Check Size
Equity investments in companies with $25M–$250M revenue and $3M–$50M EBITDA; Flagship Fund targets EBITDA above ~$7.5M, Ignite Fund a minimum of ~$3.5M EBITDA
Target Company Profile
Under-optimized, founder- or family-owned lower middle-market businesses with proven revenue
Sector Focus
Business & financial services, industrial manufacturing, healthcare services and infrastructure, consumer, and technology/internet — Houseworth sits on Bertram's Business Services investment team
Geographic Focus
North America (primarily U.S.)
Location
San Francisco Bay Area (Bertram is headquartered in Foster City, CA)

Background

Sean Houseworth is a Managing Director at Bertram Capital, a Foster City, California–based private equity firm founded in 2006 that has raised more than $4.0 billion in capital commitments and focuses on lower middle-market buyouts. He joined Bertram in August 2016 and has spent his tenure on the firm's Business Services investment team, where he evaluates, executes, and manages middle-market private equity investments. In late January 2026, Bertram announced his promotion to Managing Director alongside Aaron Kessler, Matt Jones, and Paul Koeniger.

Before joining Bertram, Houseworth spent roughly three years in the Investment Banking group at Deloitte Corporate Finance, where he executed middle-market M&A transactions and private placements across a range of industries. That advisory background feeds directly into his current deal-execution focus at Bertram.

He holds a Bachelor of Arts in Economics and Government from Claremont McKenna College. Within Bertram's portfolio he leads the firm's investment in MSE Supplies and serves on the boards of Cogency Global and Spectrio.

*Note on the source stub: the "Senior Associate / Angel Investor / Seed Round" descriptors in the provided stub are inaccurate. Public firm and press sources consistently identify Houseworth as a private-equity investment professional (now Managing Director) doing control buyouts of established companies, not seed-stage angel deals.*

Investment Thesis & Focus

  • Invests through Bertram Capital's institutional PE funds — this is buyout/growth capital for profitable companies, not angel or seed-round investing
  • Targets "under-optimized" lower middle-market businesses where operational improvement, add-on M&A, and technology adoption can drive value (Bertram's "Bertram High-5" value-creation playbook)
  • Sector orientation reflects his seat on the Business Services team, with the broader firm also active in industrial manufacturing, healthcare services/infrastructure, consumer, and technology
  • Company screen: revenues roughly $25M–$250M and EBITDA of ~$3M–$50M; Flagship Fund leans toward $7.5M+ EBITDA control positions, while the smaller Bertram Ignite Fund will take control or non-control stakes in companies with as little as ~$3.5M EBITDA
  • Managing Partner Jeff Drazan framed the promotion cohort's approach as demonstrating "strong judgment, execution capability, and a commitment to Bertram's long-term approach to value creation"

Notable Investments

  • MSE Supplies — materials science / lab supplies company; Houseworth leads Bertram's investment
  • Cogency Global — corporate compliance and registered-agent services provider; Houseworth is a board member (Bertram Flagship)
  • Spectrio — customer-experience / digital signage and in-location media company; Houseworth is a board member (Bertram Flagship)

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