Ownership stake · Activity not yet classified

The Bluebird Group, LLC

Transaction overview

Reported completed

Source published:

Exact closing date not established.

Bertram Capital reported a platform investment in The Bluebird Group, an omnichannel retail commerce services company, through Fund V. Bluebird’s founder and management team continued to lead the business. The stake and exact closing date were not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. The Bluebird Group Announces Partnership with Bertram Capital | Bertram Capital ↗

    Official firm website · Published Jun 16, 2026

    The June 16, 2026 release reports Bluebird as the fifth platform investment in Bertram Fund V, identifies the continuing founder and management team, and names Bertram Capital Management, LLC in its footer. Terms were not disclosed.

No firms selected for comparison.
The Bluebird Group, LLC · RIA Monitor