Broadtree Partners

Broadtree Partners is a private equity investment firm based in Charlotte, North Carolina, founded in 2016. The firm focuses on buyout investments in the lower middle market, specifically targeting companies in the United States with revenues ranging from $5 million to $75 million and EBITDA between $1 million and $10 million. Broadtree Partners seeks to acquire businesses across various sectors, including commercial products and services, consumer products and services, healthcare, software, and materials. The firm typically makes majority investments and aims to enhance the operational capabilities of its portfolio companies by installing experienced leadership teams.

Iani Alecsiu

Principal and Operating Partner

Marcus Anderson

Principal and Operating Partner

Bradley Batten

Managing Partner

Dan Brunstetter

Principal and Operating Partner

Andy Canales

Principal and Operating Partner

Fan Dai

Principal and Operating Partner

Mohamed Elshorbagy

Principal and Operating Partner

Mo Elshorbagy

Principal and Operating Partner

William Ferguson

CFO

Bryan da Frota

Principal and Operating Partner

Rob Joyce

Principal and Operating Partner

Collin Lohnes

Vice President

Meghan Loose

Senior Associate

Adam Lucas

Associate

Manvendra Saxena

Principal and Operating Partner

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

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
Manufacturer of precision machined parts intended for the aerospace industry. The company manufactures structural parts, flight controls, material handling, ground support, fuel systems, and landing gears, enabling clients to ensure that all the models are tested before manufacturing and that translation errors from the original model are a non-occurrence.

Contract Sweeping Services

Acquisition in 2020
Are you suffering from the effects of a dirty streets? Then it’s time to call Contract Sweeping today. We offer reliable municipal sweeping throughout Northern California. Let us do all the grunt work so that you can focus on what really matters. Even more importantly, your newly cleaned streets will keep your communities looting great and will impress your residents. Benefits of clean streets include: Removes oil and pollutants Fewer rodents and pests Eliminates tripping hazards Discourages litter and vandalism Helps to fight potholes Leaved a great first impression

CanSource

Acquisition in 2020
CanSource is a food and beverages company specializing in the production of craft beverage packaging solutions. It focuses on empowering the craft beverage industry by providing just-in-time and just-enough inventories of digitally printed shrink-sleeved cans. This allows businesses to efficiently run small batches of seasonal or specialty beverages, including beer, wine, coffee, tea, mixed spirits, soda, and energy drinks. Additionally, CanSource offers custom labeling, aluminum can sourcing, and comprehensive can packaging services, ensuring reliable on-time delivery and consistent service at flat-rate prices. By leveraging a national footprint, CanSource meets the diverse needs of its clients in the beverage and energy sectors.

RedCAT Systems

Private Equity Round in 2019
RedCAT Systems, LLC is a company based in Boulder, Colorado, specializing in the design and development of human resource and compensation software tailored for enterprise clients. Founded in 2014, RedCAT's applications are utilized by notable companies such as LinkedIn, Uber, NYSE, and Dropbox to effectively manage compensation, performance management, and human resource reporting. The software is recognized for its adaptability, security features, and extensive support options, which facilitate enhanced communication, talent development, and the establishment of organizational rituals aimed at improving overall workplace health.

RedCAT Systems

Acquisition in 2019
RedCAT Systems, LLC is a company based in Boulder, Colorado, specializing in the design and development of human resource and compensation software tailored for enterprise clients. Founded in 2014, RedCAT's applications are utilized by notable companies such as LinkedIn, Uber, NYSE, and Dropbox to effectively manage compensation, performance management, and human resource reporting. The software is recognized for its adaptability, security features, and extensive support options, which facilitate enhanced communication, talent development, and the establishment of organizational rituals aimed at improving overall workplace health.

ListEngage

Acquisition in 2019
ListEngage, Inc. is a full-service interactive marketing company based in Framingham, Massachusetts, specializing in online marketing services that include email, mobile, and social media campaigns. Founded in 2005, the company offers a range of products and services, such as Salesforce Marketing Cloud for personalized campaign management, Salesforce Sales Cloud for integrated sales and marketing solutions, and Pardot for marketing automation and lead generation. ListEngage focuses on delivering targeted, one-to-one communications for a diverse clientele, including top retailers, technology firms, and financial services. The company leverages data insights, real-time analytics, and creative design to enhance marketing effectiveness and optimize return on investment for its clients.
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