Broadtree Partners

What Broadtree Partners does

Broadtree Partners is a Charlotte, North Carolina-based lower middle-market private equity firm founded in 2017 that employs an operator-centric investment model to acquire and scale U.S. companies with $1-10M EBITDA, 10%+ EBITDA margins, and at least $75M of revenues across business services, healthcare, government contracting, packaging, industrial services, light manufacturing, tech-enabled services, and software. The firm differentiates through an Executive-in-Residence and Operating Partner bench that places experienced operators as CEOs of acquired businesses, allowing it to acquire companies that want founder-friendly transition structures, legacy preservation, and flexible arrangements ranging from full exits to continued operational partnerships.

The firm's capital base is anchored by an oversubscribed Fund IV closed in September 2022 and a $240 million multi-asset continuation fund closed in March 2026 with Adams Street Partners as lead. Since inception, Broadtree has executed 17 platform investments and 37 total acquisitions, with active platforms spanning Semify (white-label digital marketing), Sayres Defense and JRAD (government services), Triage Partners (telecom software), Seanair Machine (aerospace manufacturing), Vital Care Industries (medical supplies), Atlantic Medical Management (healthcare MSO), and newer additions Suitebriar (Google Cloud / AI services), ACME Plumbing, and The CFO Project. Realized exits include ListEngage to Tata Consultancy Services, Cartridge Technologies to CenterGate Capital, CanSource to TricorBraun, and West Sweeping Services to Sweeping Corporation of America.

The firm generates revenue through management fees and carried interest on its private equity funds, with limited partners comprising institutional investors, family offices, and high-net-worth individuals. Deal sourcing is relationship-driven, relying on direct outreach to founders and referrals from investment bankers, attorneys, accountants, and operating advisors, and the firm has received external validation including a 2024 Inc. Magazine Founder-Friendly Investors recognition. Broadtree maintains a lean team of 11-50 employees across its Charlotte headquarters and Mount Pleasant (Charleston), South Carolina office.

Name

Broadtree Partners

Legal name

Broadtree Partners, LLC

Website

https://broadtreepartners.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Private Equity (Lower Middle-Market)

NAICS

Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399), Management of Companies and Enterprises (551)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Small-Cap / Micro-Buyout (FSANABAD)

akta.pro secondary industry

Multi-Sector / Generalist Growth Equity (FSANACAO)

Keywords

• Lower middle-market private equity
• Private equity fund management
• Business succession investing
• Operator-centric buyouts
• Micro-cap acquisitions

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fund Management: Manages private equity funds (Fund IV closed in 2022) with commitments from institutional investors, family offices, and high-net-worth individuals. Generates management fees and carried interest from portfolio company value creation and exits.
2. Continuation Fund Management: The $240M multi-asset continuation fund closed in March 2026 provides shareholder liquidity and follow-on equity for portfolio companies. Adams Street Partners led the transaction with additional commitments from existing investors.
3. Portfolio Company Exits: Realizes returns through strategic exits of portfolio companies. Notable exits include ListEngage (acquired by Tata Consultancy Services in October 2025), CTI (acquired by CenterGate Capital in October 2023), CanSource (acquired by TricorBraun in August 2023), and West Sweeping Services (acquired by Sweeping Corporation of America in March 2022).

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Broadtree Partners is a lower middle-market private equity firm that acquires and operates U.S.-based privately held companies with $1-10M EBITDA across business services, healthcare, government contracting, packaging, industrial services, light manufacturing, tech-enabled services, and software. The firm deploys capital from institutional investors, family offices, and high-net-worth individuals through fund vehicles (most recently Fund IV closed September 2022 and a $240M Multi-Asset Continuation Fund closed March 2026) and applies an operator-centric model in which experienced Operating Partners become CEOs of acquired companies.

Product overview

Broadtree Partners is a lower middle-market private equity firm (not a software product company) that operates through an operator-centric model, acquiring and scaling portfolio companies across diverse industries. The firm's portfolio consists of platform investments and add-on acquisitions including: Suitebriar (Google Cloud services and AI transformation), The CFO Project (CFO education and mentorship), ACME Plumbing (plumbing services), Triage Partners (telecom/software services), Semify (digital marketing/SEO), Sayres Defense (government contracting), ASAP Site Services (waste management marketplace), Ocozzio (digital marketing), Vital Care Industries (medical supplies manufacturing), Seanair (aerospace manufacturing), Atlantic Medical Management (healthcare MSO), Precision Devices (forklift parts), RedCAT Systems (HR software/SaaS), and ListEngage (Salesforce consulting). Exited holdings include Cartridge Technologies, CanSource, and West Sweeping Services. The firm has made 17 platform investments and 37 total acquisitions since inception.

Differentiator

Problem solved

Functional benefit

Products and services

• Broadtree Fund IV Lower middle-market private equity fund that acquires U.S.-based companies with $1-10M EBITDA across business services, healthcare, government contracting, packaging, industrial services, light manufacturing, tech-enabled services, and software. Generates management fees and carried interest for institutional, family office, and high-net-worth LPs.
• Multi-Asset Continuation Fund A $240M multi-asset continuation fund providing shareholder liquidity and committed follow-on equity for growth investments in four existing portfolio companies (Semify, Sayres Defense, Triage Partners, Seanair) to execute organic growth and accretive M&A.
• Suitebriar A Google Cloud Premier Partner acquired in March 2026 specializing in Google Workspace migrations, Google Cloud Platform (GCP) modernization, and AI transformation services for mid-market and enterprise organizations. Has successfully migrated more than one million users across 1,000 organizations.
• ACME Plumbing Company A fourth-generation family-owned commercial and residential plumbing services company based in Durham, NC, founded in 1947. Serves as the platform investment for Broadtree's mechanical, electrical, and plumbing (MEP) services strategy.
• The CFO Project A premier membership-based education and mentorship program for accountants, CPAs, bookkeepers, and other finance professionals looking to launch and scale CFO advisory practices. Offers a 12-month Certified CFO program with on-demand digital courses, live mentorship, weekly peer-led roundtables, and white-label templates; NASBA-certified for Continuing Professional Education credits.
• Sayres & Associates (Sayres Defense) A government service contractor providing systems engineering, mission support, acquisition support, and operations to the Department of Defense and National Security community. Parent of Joint Research and Development (JRAD). Awarded a $280M prime contract by the Department of the Navy.
• Triage Partners A technology-enabled software and service provider for the telecommunications sector, focused on fiber installation and repair (I&R) services and integrated supply chain solutions for the reverse logistics industry. Headquartered in Tampa, FL.
• Semify A white-label digital marketing service provider offering SEO, PPC, strategic planning, brand positioning, digital marketing, and traditional marketing services. Uses proprietary technology and AI-optimization solutions that enable digital marketing at scale through a U.S.-based services team.

Quantifiable outcome

• Over 25 companies invested in since inception with 17 platform investments and 37 total acquisitions
• +3 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Partnerships

Eleven partnerships are on record, tiered supporting and strategic.

• Kirkland & Ellis LLPsupportingOthers · 1 March 2026Served as legal advisor to Broadtree Partners and portfolio companies for the continuation fund transaction.
• Holland & Knight LLPsupportingOthers · 1 March 2026Served as legal advisor to Broadtree Partners and portfolio companies. Holland & Knight has been consistently used across multiple Broadtree transactions.
• Jones DaysupportingOthers · 1 March 2026Served as legal advisor to Adams Street Partners for the continuation fund transaction.
• Nelson MullinssupportingOthers · 1 March 2026Served as legal counsel to Suitebriar for the acquisition transaction.
• FennemoresupportingOthers · 1 December 2025Served as legal counsel to The CFO Project for the acquisition transaction.
• CenterGate CapitalstrategicOthers · 1 October 2023Acquired CTI (Cartridge Technologies) from Broadtree Partners. CenterGate Capital is a middle-market PE firm managing over $740 million.
• TricorBraunstrategicOthers · 1 August 2023Acquired CanSource from Broadtree Partners portfolio. TricorBraun is a global packaging leader providing innovative solutions across plastic, glass, and aluminum containers.
• Pillsbury Winthrop Shaw Pittman LLPsupportingOthers · 1 June 2023Served as legal advisor to JRAD for the acquisition by Broadtree.
• NextFedsupportingOthers · 1 June 2023Provided market and commercial due diligence analysis for Broadtree and Sayres Defense.
• ApriosupportingOthers · 1 June 2023Provided tax and transaction advisory services for Broadtree and Sayres Defense.
• Sweeping Corporation of America (SCA)strategicOthers · 1 March 2022Acquired West Sweeping Services Holdings from Broadtree Partners. SCA is the largest power sweeping company in the United States and a portfolio company of Warburg Pincus.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Frontenac Company: Chicago-based lower middle-market private equity firm focused on founder-led and family-owned businesses with EBITDA typically in the $3-15M range. Directly comparable in deal size, founder-friendly orientation, and multi-sector generalist approach.
• Huron Capital: Detroit-based lower middle-market PE firm executing operationally-led buyouts of companies with $5-50M EBITDA. Closely comparable given its emphasis on operating partner engagement, founder/owner transition focus, and similar multi-sector mandate.
• Incline Equity Partners: Pittsburgh-based lower middle-market PE firm investing in $15-150M revenue businesses with an operationally-intensive model. Comparable in deal-size band, operating-partner playbook, and multi-sector value-added investing.
• Capital Alignment Partners: Nashville-based PE firm focused exclusively on founder/family-owned business transitions. Highly comparable to Broadtree's founder-friendly, legacy-preservation positioning and lower middle-market sweet spot.
• Pritzker Private Capital: Chicago-based PE firm partnering with founder- and family-owned businesses, typically investing in lower middle-market companies. Directly comparable mission of preserving legacy while providing growth capital and operating support.
• Audax Group: Pioneer of the lower middle-market buyout strategy with a focus on operationally-improved platform-and-add-on investing. Highly comparable deal size, multi-sector approach, and reliance on operating playbooks to drive returns.
• The Riverside Company: Globally active lower middle-market PE firm investing in companies with $10-250M EBITDA. Comparable in deal size, multi-sector generalist approach, and founder-transition orientation.
• Shore Capital Partners: Chicago-based lower middle-market PE firm focused on micro-cap healthcare and business services companies. Directly comparable in targeting founder-led, $1-10M EBITDA businesses with operating-partner models.
• LNC Partners: Lower middle-market PE firm with a flexible, operationally-led approach to founder- and family-owned businesses. Highly comparable in deal size, flexibility on founder involvement, and operating-partner deployment.
• Martis Capital: Middle-market PE firm focused on healthcare and tech-enabled services with an operating-partner model. Comparable in multi-sector healthcare/services orientation and operator-centric value creation approach, though somewhat larger in typical deal size.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/broadtreepartners
• Facebookfacebook.com/broadtreepartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A15 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Broadtree Partners