Broadtree Partners

Broadtree Partners, established in 2016, is a Charlotte, North Carolina-based private equity firm specializing in buyout investments in the lower middle market. The company focuses on acquiring U.S.-based businesses with EBITDA between $1 million to $10 million and revenues ranging from $5 million to $75 million. Broadtree Partners takes a majority stake in these companies, typically investing between $1 million to $10 million. The firm is operationally-focused, aiming to drive growth and improve operations in its portfolio companies.

Iani Alecsiu

Principal and Operating Partner

Marcus Anderson

Principal and Operating Partner

Brad Batten

Managing Partner

Andy Canales

Principal and Operating Partner

Fan Dai

Principal and Operating Partner

Mohamed Elshorbagy

Principal and Operating Partner

William Ferguson

CFO

Bryan da Frota

Principal and Operating Partner

Robert 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

Bob Wang

Principal and Operating Partner

Johannes Zwick

Managing Partner

15 past transactions

Joint Research and Development

Acquisition in 2023
Joint Research and Development, Inc. (JRAD) is a Service-Disabled Veteran-Owned Small Business that has established a strong reputation for technical and programmatic excellence since its inception in 2004. The company specializes in decision analysis, test and evaluation, and science and technology, delivering exceptional services to a diverse range of government clients, including the Department of Defense and various Federal agencies. JRAD has expanded its expertise from supporting acquisition programs focused on chemical and biological defense to offering comprehensive engineering services, testing laboratory services, and administrative management consulting. With a team of seasoned professionals, JRAD is committed to providing quality advice and solutions tailored to meet the specific needs of its clients.

Triage Partners

Acquisition in 2023
Triage Partners is a telecommunications company that specializes in delivering technology-driven workforce solutions. It offers a software-as-a-service (SaaS) platform designed to optimize operations for telecommunications, logistics, and original equipment manufacturer (OEM) sectors. By providing dynamic software tools and on-site co-location services, Triage Partners empowers its clients to streamline complex processes, enhance operational efficiency, and increase overall value.

Sayres Defense

Acquisition in 2021
Sayres Defense is a provider of professional defense support services primarily aimed at federal government agencies. The company specializes in a wide range of offerings, including acquisition, financial and program management, fleet synthetic training, integrated logistics support, and ship construction engineering. By delivering these services, Sayres Defense aims to provide timely and cost-effective solutions across various functional areas for major defense programs. The company's commitment to supporting federal customers reflects its focus on addressing the unique challenges within the defense sector.

Statewide Construction Sweeping

Acquisition in 2021
Statewide Construction Sweeping ensures that construction sites are clean and that dust levels are kept to a minimum. They use the most recent high-dump sweepers, which use both mechanical brooms and regenerative air. They offer construction sweeping, milling, grinding sweep, paving sweep, chips, slurry sweep, micro pave sweep, track out sweep, and water truck services.

Vital Care Industries

Acquisition in 2020
Vital Care Industries is a distributor and manufacturer of medical surgical supplies based in Tinley Park, Illinois, founded in 1984. The company specializes in a range of products including equipment drapes, covers, solidifiers, and sterilization packaging, which are designed to enhance sustainability, efficiency, and quality of care within the healthcare sector. Their offerings include sterile operating room equipment drapes that protect essential medical devices such as C-Arms, surgical microscopes, video cameras, lasers, and X-ray cassettes. By providing these critical supplies, Vital Care Industries helps medical professionals maintain patient safety and optimize operational procedures in various healthcare settings.

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
Seanair is a manufacturer specializing in high-quality precision machined parts for the aerospace industry. The company produces a variety of components, including structural parts, flight controls, material handling systems, ground support equipment, fuel systems, and landing gears. Seanair focuses on ensuring that all models undergo rigorous testing prior to manufacturing, effectively minimizing translation errors from original designs. This commitment to precision and quality enables clients to rely on Seanair for their critical aerospace component needs.

Contract Sweeping Services

Acquisition in 2020
Contract Sweeping Services specializes in providing comprehensive street sweeping and sanitation services for municipal and government entities across California. The company focuses on maintaining clean and safe roadways by removing debris, oil, and pollutants, which not only enhances the aesthetics of urban environments but also plays a crucial role in preventing potholes and reducing tripping hazards. Through its dedicated efforts, Contract Sweeping Services supports municipalities in their commitment to public safety and environmental stewardship.

CTI

Acquisition in 2020
Government Contractor

CanSource

Acquisition in 2020
CanSource is a food and beverages company that specializes in producing craft beverages while supporting the beverage industry. The company offers a range of services including the sourcing of sleeved, printed, and brite cans for various sectors such as beverages and energy. CanSource provides custom labels, aluminum can sourcing, and digitally printed shrink sleeves, utilizing its extensive national footprint to ensure timely delivery and consistent service. By offering these packaging solutions at flat rate prices, CanSource aims to empower its customers in the competitive beverage market.

RedCAT Systems

Private Equity Round in 2019
RedCAT Systems, LLC, established in 2014 and headquartered in Boulder, Colorado, specializes in designing and developing enterprise-level HR and compensation software. The company's products enable clients such as LinkedIn, Uber, NYSE, and Dropbox to manage compensation, performance management, and HR reporting securely and adaptably. RedCAT Systems distinguishes itself through its emphasis on security, flexibility, comprehensive support options, and high-level executive consultation.

RedCAT Systems

Acquisition in 2019
RedCAT Systems, LLC, established in 2014 and headquartered in Boulder, Colorado, specializes in designing and developing enterprise-level HR and compensation software. The company's products enable clients such as LinkedIn, Uber, NYSE, and Dropbox to manage compensation, performance management, and HR reporting securely and adaptably. RedCAT Systems distinguishes itself through its emphasis on security, flexibility, comprehensive support options, and high-level executive consultation.

Atlantic Medical Management

Acquisition in 2019
Atlantic Medical Management is a corporate medical management firm that specializes in supporting pediatric, primary care, and behavioral health physician practices. The company is dedicated to enhancing financial and quality performance by offering a range of services, including care management, population health, and practice and revenue cycle management. Through its expertise, Atlantic Medical Management aims to improve patient access and help healthcare practices thrive within the framework of value-based care, ensuring they achieve their financial goals while delivering high-quality healthcare services.

ListEngage

Acquisition in 2019
ListEngage, Inc. is a full-service interactive marketing company based in Framingham, Massachusetts, founded in 2005. The company specializes in online marketing services, focusing on email, mobile, and social media campaigns. It offers a range of products, including Salesforce Marketing Cloud, which allows for the creation of personalized campaigns from multiple sources, and Salesforce Sales Cloud, which integrates sales, service, and marketing on a single platform using artificial intelligence for lead identification. Additionally, ListEngage provides marketing automation tools, such as Pardot, which enhances lead generation and tracks performance through customizable dashboards. The company caters to various sectors, including financial services, healthcare, technology, and non-profit organizations, delivering targeted communication strategies to improve client engagement and optimize marketing efforts. With a team of experienced digital marketers and creatives, ListEngage aims to enhance the return on investment for its clients through effective marketing automation and data-driven insights.

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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