Broadtree Partners

Broadtree Partners is a private equity firm based in Charlotte, North Carolina, founded in 2016. The firm specializes in making buyout investments in the lower middle market, targeting companies in the United States with EBITDA ranging from $1 million to $10 million and revenues between $5 million and $75 million. Broadtree Partners focuses on acquiring businesses across various sectors, including commercial products and services, consumer products and services, healthcare, software, and materials. The firm employs an operationally-focused approach, engaging in transactions such as management buyouts, corporate divestitures, and growth capital investments.

Iani Alecsiu

Principal and Operating Partner

Marcus Anderson

Principal and Operating Partner

Bradley Batten

Managing Director

Andy Canales

Principal and Operating Partner

Fan Dai

Principal and Operating Partner

Mohamed Elshorbagy

Principal and Operating Partner

William Ferguson

CFO

Rob Joyce

Principal and Operating Partner

Collin Lohnes

Vice President

Meghan Loose

Senior Associate

Adam Lucas

Associate

David Slenzak

Co-Founder and Managing Partner

Elizabeth Spotts

Associate

Praveen Vaida

Principal and Operating Partner

Miguel Vasquez-Lavado

Principal and Operating Partner

Pat Voelker

Principal

11 past transactions

Vital Care Industries

Acquisition in 2020
Vital Care Industries is a distributor of equipment drapes, covers solidifiers sterilization pouches dust, cart covers steri tec products. The company also provides Sterile OR Equipment Drapes to protect operating room equipment such as C-Arms, Surgical Microscopes, Video Cameras, Lasers, and X-Ray Cassettes. Vital Care Industries was founded in 1984 and is based in Tinley Park, Illinois.

Precision Devices

Acquisition in 2020
Precision Devices is a remanufacturer and aftermarket supplier of components and parts for the material handling industry. Founded in 1981, Precision has a history of dedication to its customers, providing high-quality rebuilt components and parts for the material handling industry. The Company remanufactures electric motors, gearboxes, drive units and other components for electric industrial trucks. Additionally, Precision supplies frequently needed parts for forklifts and warehouse operations through a mobile distributor model. Based in Wallingford, Connecticut with additional branches in key Northeast locations, the Company serves over 400 customers’ parts needs nationwide.

Seanair

Acquisition in 2020
High quality precision parts for aerospace systems.

Contract Sweeping Services

Acquisition in 2020
Contract Sweeping Services is a provider of sweeping services to municipal entities throughout California.

CTI

Acquisition in 2020
Government Contractor

CanSource

Acquisition in 2020
CanSource is a food and beverages company that produces craft beverages and empowers the beverages industry.

RedCAT Systems

Private Equity Round in 2019
RedCAT Systems makes highly adaptive HR and compensation software for enterprise customers. Clients such as LinkedIn, Uber, NYSE, Dropbox, and more use RedCAT's applications to manage compensation, performance management, and HR reporting. RedCAT Systems stands out from the crowd with our focus on security, supreme flexibility, support options, and high-level executive consultation.

RedCAT Systems

Acquisition in 2019
RedCAT Systems makes highly adaptive HR and compensation software for enterprise customers. Clients such as LinkedIn, Uber, NYSE, Dropbox, and more use RedCAT's applications to manage compensation, performance management, and HR reporting. RedCAT Systems stands out from the crowd with our focus on security, supreme flexibility, support options, and high-level executive consultation.

Atlantic Medical Management

Acquisition in 2019
Atlantic Medical Management helps behavioral health physician practices to optimize financial and quality performance.

ListEngage

Acquisition in 2019
ListEngage is a full-service interactive marketing company that focuses on email marketing, social media, and mobile marketing campaigns. It deploys highly targeted, 1:1 communications for its clients that include top online retailers, technology firms, and financial services. ListEngage is composed of a select team of experienced, highly motivated, analytical, and results-driven digital marketers, creatives, and techies. ListEngage was founded in 2004 and is based in Framingham, Massachusetts.

ASAP Marketplace

Acquisition in 2018
ASAP Marketplace is an construction site services eCommerce marketplace with a focus on portablet toilets and dumpsters.
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