Broadtree Partners, LLC

Broadtree Partners, LLC

Venture Capital and Private Equity Principals

Charlotte, North Carolina 3,935 followers

Unique lower-middle market PE firm with an operator centric model.

About us

Broadtree Partners is an operationally-focused lower middle-market private equity firm that seeks to acquire $1-10MM EBITDA companies where we can install our leadership teams into the companies. If you are a business owner who is considering selling your company, please contact us, and we will be happy to see if we can help you out. Please send an e-mail to opportunities at broadtreepartners.com. If you are interested in joining us as an Operating Partner, please send us an e-mail at opportunities at broadtreepartners.com and provide us with your background and your LinkedIn profile.

Industry
Venture Capital and Private Equity Principals
Company size
11-50 employees
Headquarters
Charlotte, North Carolina
Type
Privately Held
Founded
2016
Specialties
Acquisitions, Mergers and Acquisitions, Small Business, Entrepreneur in Residence, Growth, Generational Transfer, Entrepreneurship, Private Equity, M&A, Technology, B2B, Healthcare, Services, Tech Enabled Services, Scaling, Lower-middle market, and Microcap

Locations

  • Primary

    101 S Tryon St

    Suite 2700

    Charlotte, North Carolina 28202, US

    Get directions
  • 346 Seacoast Pkwy

    Suite 100

    Mount Pleasant, South Carolina 29464, US

    Get directions

Employees at Broadtree Partners, LLC

Updates

  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    At Broadtree Partners, LLC, we believe in partnerships built on mutual trust and growth. That’s what Altaf Shaikh, Founder & CEO of ListEngage found at Broadtree with Bryan da Frota. “My relationship with Bryan has been fantastic,” Shaikh says. “I can lean on Bryan blindfolded and I know he’s got first the company’s best interest and then my best interest and I feel the exact same thing about Bryan.” Since Broadtree’s acquisition of ListEngage in 2018, ListEngage has tripled the size of its employee base and quadrupled its revenue. Watch the video to see the full story of our partnership. https://lnkd.in/gRWC7EMF

  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    Great suggestions James Han. #smallbusiness #leadership

    View profile for James Han, graphic

    President & CEO at Triage Partners, LLC | a field services & workflow software company for the telecom and logistics industries

    ❓ What book would you recommend to a first-time manager? 📖 Early this year, I launched a CEO Leadership Development Series with our frontline supervisors and managers nationwide, using the book Extreme Ownership as our foundation. Each month, we tackled a new chapter, exploring how its principles could shape our team’s day-to-day leadership. 💡 2024 Topics by Month: Jan: "Extreme Ownership" Feb: "No Bad Teams, Only Bad Leaders" Mar: "Believe" Apr: "Check the Ego" May: "Cover and Move" Jun: "Simple" Jul: "Prioritize and Execute" Aug: "Decentralized Command" Sep: "Plan" Oct: "Leading Up and Down the Chain of Command" Nov: "Decisiveness and Uncertainty" Dec: "Discipline Equals Freedom - The Dichotomy of Leadership" The experience has developed our frontline leaders and myself! Our team has been openly sharing their leadership challenges and insights, accelerating growth by drawing on the collective experience of peers. With October's session now complete, we have just two chapters to go—so I’d love to hear from you: What book would you recommend for a first-time manager?

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    On September 24th, we gathered with valued partners, investors, and leaders for a day of insightful discussions and collaboration at the 2024 Broadtree Investor Conference. It was an incredible opportunity to connect, share updates on our growth strategies, and explore new opportunities across the investment landscape. From dynamic presentations to candid conversations, we left inspired and excited for the future. A huge thank you to everyone who joined us and contributed to making the event a success. We look forward to building on the momentum and continuing our partnerships for a prosperous future. Stay tuned for more to come! #InvestorConference #PrivateEquity #Entrepreneurship

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    So great to hear everyone is safe and back to work. We are so appreciative of the hard work for the company, your families, and your neighbors. #localbusiness #smallbusiness #strongertogether

    View organization page for Ocozzio, graphic

    2,378 followers

    Sometimes the worst circumstances create opportunities – opportunities to show how strong you are, how much you care, and how much you can do. Hurricane Helene brought incredible destruction to our doorstep, but the Ocozzio team demonstrated our strength, caring, and capabilities. Our amazing remote team members kept things moving for our business while those directly impacted by the hurricane cared for their families and houses. Those who had power and water opened their homes to those who didn’t. There were endless texts to check on each other, calls to hear each other’s stories, and shoulders to lean on when the outlook was bleak. Local businesses like Head Capital Advisors offered up their wifi and space so we could continue to work while we waited for our own office to get up and running. And here we are, all of us accounted for and safe, back to work. While it will take some time for things to feel normal again, we’re so grateful for each other and the support we’ve felt from our community and our clients. #augustastrong #localbusiness #strongertogether

    • No alternative text description for this image
    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    In the micro-cap private equity space, it’s easy to focus solely on numbers and valuations. But at Broadtree Partners, LLC, we believe success comes from a deeper commitment to partnership. Our operator-centric model goes beyond capital injection—we bring hands-on expertise and strategic insight to every founder-led business we work with. The lower middle market is full of potential, and we specialize in unlocking that value by working directly with founders to scale their businesses in sustainable, innovative ways. It's about creating growth that lasts, and partnerships that go beyond the bottom line. How are you creating value for the long term in your business? Learn more about our approach: https://lnkd.in/gRWC7EMF #PrivateEquity #MicroCap #FounderFriendly

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    View profile for Jenny Bonchak, graphic

    Founder at Slingshot Coffee Co. / Bright Side Beverage Club / Needs & Wants

    “The greatness of a community is most accurately measured by the compassionate actions of its members.” - Coretta Scott King North Carolina is our community. Whether in Raleigh like us, along the coast or on the border of Tennessee, we’re all North Carolinians. And our collective hearts are broken for the devastation of Western North Carolina from Hurricane Helene. Seeing so many people, businesses, and even those thousands of miles away rally to support businesses and families has been nothing short of awe-inspiring. As we spoke with other businesses in our immediate area about how Slingshot Coffee Co. could best lend our support, it became clear that we collectively had resources, equipment and expertise that could get critical drinking water out West quickly, efficiently and with lower environmental impact than plastic. We’re grateful to be able to come together with our friends at CanSource, Rocky Mount Mills and Happy Dirt , and work with the teams at Chai Pani Asheville and World Central Kitchen to distribute more than 5,000 cans of fresh, clean drinking water to our community in Western NC starting next week. We love you, WNC. And we’re here for you. If you’d like to donate items for relief efforts, many of your favorite small businesses in Raleigh are accepting donations. Visit their Instagram profiles to learn more. If you're elsewhere across the country, please consider donating to to World Central Kitchen so they can continue to provide comfort and nourishment on the ground to those affected by Helene. Image: Andy Anderson for Southern Living

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    Great idea, thank you ASAP Marketplace

    View organization page for ASAP Marketplace, graphic

    550 followers

    We are shocked and saddened by the damage Hurricane Helene inflicted on the southeast. We are actively working to mobilize our network to bring assistance to impacted areas.    We are able to offer support with portable toilets, roll off dumpsters, temporary storage and offices, as well as temporary power and rental equipment.   If we can assist you with any needs, please don't hesitate to contact us at 904-643-7834 or via email MVP@asapmarketplace.com

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    Congrats to our own William Swan. much deserved.

    View profile for William Swan, graphic

    Financial Services Data and Systems Manager @ Broadtree Partners, LLC | CompTIA Certified

    I am incredibly honored and humbled to be recognized as one of the Best and Brightest of Charleston 2024! A huge thank you to Broadtree Partners, LLC, David Slenzak, and Elizabeth Spotts for the nomination, to my wife Laura Casassa, and to everyone who has supported me throughout my professional career. This recognition is a testament to the incredible people I have had the privilege to work alongside, learn from, and grow with. I am deeply grateful for the opportunities I’ve been given, and I look forward to continuing to make an impact in our community and industry. You can check out the full article here: https://lnkd.in/gGZ3CvNW Thank you all for your unwavering support! 🙌 #BestAndBrightest #Broadtree #CharlestonBusinessMagazine

    • No alternative text description for this image
  • View organization page for Broadtree Partners, LLC, graphic

    3,935 followers

    Good luck #ocozzio team. Also thinking about our friends in the GA, SC, NC, TN mountains.

    View organization page for Ocozzio, graphic

    2,378 followers

    Thanks to everyone who has reached out to check in on our Ocozzio team here in Augusta. Augusta was hit by Hurricane Helene and unfortunately, our city sustained severe damage. We're relieved to report all of our employees are safe, however the majority still do not have access to power, water or the internet.   That said, we will be up and running on Monday but with a limited staff. We appreciate your patience and understanding and for thinking of us! #HurricaneHelene

Similar pages

Browse jobs