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
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website broadtreepartners.com
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- Investments & AcquisitionsASAP Site Services
& 15 more
Products & Services of Broadtree Partners
Broadtree Partners offers a comprehensive portfolio of products and services, including Private Equity Investment.
Investments are made in lower middle-market companies.
People of Broadtree Partners
16 people are tracked at Broadtree Partners (12 in leadership, 1 in board & advisors, 3 in team).
| Name | Role | Group |
|---|---|---|
James Han | Principal & Operating Partner | Leadership |
Bryan da Frota | Principal & Operating Partner | Leadership |
David Slenzak | Founder & Managing Partner | Leadership |
Miguel Vasquez-Lavado | Principal & Operating Partner | Leadership |
Brad Batten | Managing Partner | Leadership |
Johannes Zwick | Managing Partner | Leadership |
Patrick Briggs | CEO, Semify | Leadership |
Jason R. Atwell | Chief Financial Officer | Leadership |
Mohamed Elshorbagy | Principal & Operating Partner | Leadership |
Matthew Gold | CEO, RedCAT | Leadership |
Eric Thome | Vice President Of Talent And Operations | Leadership |
Josh Summer | Principal And Operating Partner | Leadership |
Michael D'angelo | Director | Board & advisors |
Meghan Loose | Senior Associate | Team |
Michael Papadales | Senior Advisor | Team |
Adam Lucas | Analyst | Team |
Complete people profiles for Broadtree Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of technical advice and assistance to military and civilian | jrad.us | Stafford, United States | 2004 | Jun 2023 | •••• | |
Provider of repair, maintenance, and cable installation services for telecommunication sectors | triage-partners.com | Tampa, United States | 2003 | May 2023 | •••• | |
SEO and PPC services are provided by Semify to clients. | semify.com | Rochester, United States | 2008 | Dec 2021 | •••• | |
Provider of engineering, operations, security, and training support services to government | sayresdefense.com | San Diego, United States | 2001 | Aug 2021 | •••• | |
Marketing strategy services are provided to business clients. | ocozzio.com | Augusta, United States | 2003 | Mar 2021 | •••• | |
Sweeping services for government contracts are provided. | contractsweeping.com | Milpitas, United States | 2003 | Jan 2021 | •••• | |
Construction sweeping services are provided to contractors statewide. | statewidesweeping.com | Fremont, United States | 1958 | Jan 2021 | •••• | |
Medical surgical supplies are manufactured and supplied internationally. | vitalcareindustries.com | Tinley Park, United States | 1984 | Jan 2021 | •••• | |
Manufacture of high-end loudspeaker | precision-devices.com | Normanton, United Kingdom | 2003 | Dec 2020 | •••• | |
Precision Devices (PDI) is engaged in remanufacturing forklift components. | precisiondevices.com | Wallingford, United States | 1981 | Dec 2020 | •••• |
Complete acquisition details for Broadtree Partners
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Broadtree Partners
10 dated milestones of Broadtree Partners across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Precision Devices.
- Acquisition Acquires Precision Devices (PDI).
- Acquisition Acquires Vital Care Industries.
- Acquisition Acquires Contract Sweeping Services.
- Acquisition Acquires Statewide Construction Sweeping.
- Acquisition Acquires Ocozzio.
- Acquisition Acquires Sayres.
- Acquisition Acquires Semify.
- Acquisition Acquires Triage Partners.
- Acquisition Acquires JRAD.
Similar companies to Broadtree Partners
10 companies that operate in the same segment as Broadtree Partners (Private Equity Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | – | USD 238.01 M | 969 | |
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | – | USD 3.15 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Acquisitions are targeted by Novacap, a private equity firm. | 1981 | Brossard, Quebec, Canada | – | – | 298 | |
Digital infrastructure and real estate investments are managed by DigitalBridge. | 2013 | Manchester, Greater Manchester, United Kingdom | – | USD 607.03 M | 324 | |
Limited information is provided about Onex's activities. | 1984 | Toronto, Ontario, Canada | – | USD 293.91 M | 373 | |
Data infrastructure companies are targeted for private equity investments. | 2001 | San Francisco, California, United States | – | – | 60 | |
Private equity investments are directed toward multiple sectors. | 1986 | Washington, District Of Columbia, United States | – | USD 4.79 B | 2,300 | |
A private equity firm focused on mid-market software leaders. | 1990 | Menlo Park, California, United States | USD 1.67 M | USD 164.06 M | – |
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Frequently Asked Questions about Broadtree Partners
Broadtree Partners is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
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.
Broadtree Partners offers Private Equity Investment.
Broadtree Partners has made 16 acquisitions, including ASAP Site Services, CTI, and CanSource.