Broadtree Partners, LLC

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

Looking for private equity associates in Charlotte!

Proud to Sponsor the 21st Annual Reverse Logistics Association Conference and Expo! Swing by booth #229 to meet our team and explore the cutting-edge innovations in our Dynamic Workflow solution. See you there!

📢 It's a fantastic week to be Ball supply partner! To support customer growth, Ball Corporation announced investments in additional can capacity via a new plant in Oregon and the acquisition of Florida Can Manufacturing. If you're looking for a partner to support your can growth, reach out to CanSource today -> https://lnkd.in/gXSqkNQs

At RedCAT, we’re all about taking the complex and making it simple. ⚙️🧮 That’s why you'll experience a hands-on approach when creating #compensation cycles aligned to your vision. We provide #compensation professionals access to our customer success and engineering teams to ensure a collaborative and thoughtful partnership. Visit our site to learn more today!

We’re excited to welcome Dyanna S. as our new Principal and Operating Partner at Broadtree! Dyanna brings a wealth of experience in launching and scaling early and growth-stage consumer brands from ideation to exit, including the launch of her own brand, Oats in Coats. Beyond operations, her career also includes strategic, analytical and product-oriented roles at BlackRock and Citi. She is also a veteran of the US Army. Dyanna holds an MBA and Master of International Affairs from Columbia University and a BBA from the University of Texas at San Antonio. When she’s not making an impact at work, you’ll find her chasing her toddler, gardening, or strategizing her next fantasy football win (sadly, she was this year's runner up). Please join us in welcoming Dyanna to the Broadtree family! #NewHire #PrivateEquity #BuildingBusinesses

As the year comes to a close, we want to take a moment to express our heartfelt gratitude. From all of us at Broadtree Partners, we wish you and your family a holiday season filled with joy, happiness, and meaningful moments. Your continued support and partnership mean the world to us, and we’re excited to embark on another incredible year together. Here’s to a bright and prosperous 2025! #HappyHolidays #Gratitude #PrivateEquity

Are you a founder watching your partners grow through mergers and acquisitions (M&A)? That fear of being left out doesn’t have to hold you back. M&A isn’t just about transactions—it’s about transformation. At Broadtree Partners, we specialize in helping small companies and bolt-on acquisitions in the lower middle market leverage M&A as a strategic tool to: ✅ Accelerate growth ✅ Expand market reach ✅ Unlock untapped value Our partnership-driven approach ensures your business not only thrives during the deal but also sustains growth long after. Click the link in the comments section to get started. #PrivateEquity #GrowthStrategy #LowerMiddleMarket

We’re excited to introduce Devon Porto as our Data and Systems Manager! Devon brings over a decade of experience in data analysis, systems management, and business operations. As a certified Salesforce Advanced Administrator and Marketing Cloud Account Engagement Specialist, Devon excels in leveraging data analytics and process automation to deliver insightful results that drive strategic decision-making and operational excellence. Her adaptability and collaborative spirit make her a true team player, capable of navigating complex challenges across various industries. Devon holds a B.S.B.A. in Finance from the University at Buffalo and now resides in Charleston, SC. Please join us in giving a warm welcome to Devon! #DataDriven #SalesforceExpert #TeamIntroduction

As we gather to reflect on the year, we’re filled with gratitude for our incredible partners and team members. Your hard work, resilience, and dedication have been key to our collective success and growth this year. From all of us at Broadtree, thank you for being part of our journey. We hope you enjoy a wonderful Thanksgiving surrounded by loved ones. #Gratitude #Partnerships #PrivateEquity