Bertram Capital has sold Spectrio to The Jordan Company

Lincoln acted as financial advisor to Bertram Capital, working closely with its shareholders and management throughout the sale process. This included providing mergers and acquisitions (M&A) and industry expertise as well as closely collaborating on the process preparation, marketing, negotiation and due diligence.

Spectrio’s existing management team, led by Chief Executive Officer Dax Brady-Sheehan, will continue to lead the company and Bertram Capital will also retain a minority equity stake in the business. Terms of the transaction were not publicly disclosed.

Spectrio is a leading provider of technology-enabled, customer engagement and content management solutions, including digital signage, interactive kiosks, on-hold marketing, on-premise messaging and music and WiFi marketing. Spectrio’s subscription-based model is underpinned by a large, proprietary content library, including over 10,000 templates and over 100,000 pieces of customized, vertical-specific content delivered through a proprietary, cloud-based content management software platform that enables scalable, efficient deployment of brand-compliant content for its large, diverse and location-based clients. Spectrio’s client base is comprised of franchisors, corporate-centric entities and original equipment manufacturer dealerships within the healthcare, senior living, automotive aftermarket, trade and professional services, food and beverage and other end markets. The company’s solutions have become increasingly important as clients seek to activate an effective omnichannel commercial strategy. Spectrio is based in Tampa, Florida, and its solutions are currently deployed in approximately 100,000+ customer locations today.

“Bertram Capital was a true partner in supporting us to execute on our strategic vision for Spectrio,” said Dax Brady-Sheehan, Chief Executive Officer of Spectrio. “We are very excited to have The Jordan Company as our new partner and with their support look forward to continuing to expand our business into the digital signage and interactive kiosk markets through both organic and acquisition-oriented initiatives.”

Scott Twibell, Managing Director and Co-head of Lincoln International’s TMT Group, commented, “We are pleased to have worked with Bertram Capital and Spectrio on this important transaction. Leading customer engagement and marketing technology vendors such as Spectrio continue to garner strong interest in the marketplace. We look forward to the continued success of Spectrio under The Jordan Company’s ownership.”

Bertram Capital Spectrio The Jordan Company 2020 Connect with a Senior Team Member
It was a pleasure to work with Lincoln throughout all stages of this process. Lincoln’s industry expertise and thoughtful strategic advice were instrumental in generating this great outcome.
Jared Ruger
Partner of Bertram Capital

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