Broadtree Partners

Charlotte, United States
Broadtree Partners is engaged in lower middle-market private equity investments.
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About Broadtree Partners

Broadtree Partners is a company based in Charlotte (United States). It operates as a Commission-Based. Broadtree Partners has completed 16 acquisitions, including ASAP Site Services, CTI and CanSource. Broadtree Partners offers products and services including Private Equity Investment.

  • Headquarter Charlotte, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Broadtree Partners

Broadtree Partners offers a comprehensive portfolio of products and services, including Private Equity Investment. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Investments are made in lower middle-market companies.

People of Broadtree Partners
Headcount 10-50
Employee Profiles 15
Board Members and Advisors 1
Employee Profiles
People
James Han
Principal & Operating Partner
People
David Slenzak
Founder & Managing Partner
People
Miguel Vasquez-Lavado
Principal & Operating Partner
People
Brad Batten
Managing Partner

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Funding Insights of Broadtree Partners

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Broadtree Partners

Broadtree Partners has strategically engaged in corporate development activities, having acquired 16 companies. Notable acquisitions include ASAP Site Services, CTI and CanSource. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Designer and producer of printed shrink sleeved cans
2012
SEO and PPC services are provided by Semify to clients.
2008
Provider of technical advice and assistance to military and civilian
2004
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Broadtree Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Broadtree Partners Comparisons

Employees
+
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Competitors of Broadtree Partners

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Broadtree Partners

Frequently Asked Questions about Broadtree Partners

Where is Broadtree Partners located?

Broadtree Partners is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.

What does Broadtree Partners do?

Broadtree Partners is focused on lower middle-market private equity investments, headquartered in Charlotte, North Carolina. The firm is dedicated to creating sustainable growth through an operator-centric model. Companies are acquired with a focus on maximizing value while preserving core values. The strategy is centered on partnering with businesses for transitions or growth, targeting privately held, U.S.-based firms with a history of revenue and EBITDA growth. Sectors of interest include those needing transition or growth partners, aligning with the firms majority investment approach.

What products or services does Broadtree Partners offer?

Broadtree Partners offers Private Equity Investment.

How many acquisitions has Broadtree Partners made?

Broadtree Partners has made 16 acquisitions, including ASAP Site Services, CTI, and CanSource.

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