Broadtree Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Broadtree Partners has acquired 9 companies.

Broadtree Partners’ most common sectors for investment areenvironmental (19%) and marketing (19%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (88%) and growth capital (13%). In total, Broadtree Partners has invested in 12 US states.

In the last 3 years, Broadtree Partners has exited 5 companies. The Firm’s most common exit type is trade sale (60%).

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M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity16
    • M&A Sell Activity5
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

Broadtree Partners

Broadtree Partners, LLC

101 S. Tryon Street, Suite 2700,
Charlotte, North Carolina 28280
United States
(704) 228-1262
www.broadtreepartners.com

Broadtree Partners is a private equity firm focused on acquiring and investing in lower middle-market, US-based companies in partnership with management. The Firm does not have any stated sector preferences and seeks businesses with $5 to $75 million of revenue and $1 to $10 million of EBITDA. Broadtree Partners was formed in 2017 and is based in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Products, Distribution, Environmental, Healthcare Services, Information Technology, Manufacturing, Marketing, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA 1 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.2/yr) # 5 2 6 1 2 - 16
Sell (1.0/yr) # - - - 3 2 - 5
  21

Most Recent M&A

Company Date Value Type
Cartridge Technologies, Inc. 2023-10-18 - Secondary Sale
Rockville, Maryland · www.ctimd.com
CanSource 2023-08-08 - Trade Sale
Longmont, Colorado · www.cansource.com
Joint Research & Development, Inc. 2023-06-22 - Buyout (LBO, MBO, MBI)
Stafford, Virginia · www.jrad.us
Triage Partners LLC 2023-05-10 - Buyout (LBO, MBO, MBI)
Tampa, Florida · www.triage-partners.com
Statewide Construction Sweeping LLC 2022-03-01 - Trade Sale
Fremont, California · www.statewidesweeping.com
Szeremi Sweeping Services LLC 2022-03-01 - Trade Sale
Sacramento, California · www.szeremisweeping.com
Contract Sweeping Services LLC 2022-02-24 - Trade Sale
Milpitas, California · www.contractsweeping.com
Semify LLC 2022-02-11 - Buyout (LBO, MBO, MBI)
Rochester, New York · www.semify.com
Coastal Carolina Neuropsychiatric Center 2021-12-01 - Buyout (LBO, MBO, MBI)
Jacksonville, North Carolina · www.coastalcarolinapsych.com
Sayres and Associates 2021-08-02 - Buyout (LBO, MBO, MBI)
Washington, District of Columbia · www.sayresdefense.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Environmental 1 (8%) - 3 (19%) -
Marketing 3 (23%) - 3 (19%) -
Healthcare Services 2 (15%) - 2 (13%) -
Aerospace 1 (8%) - 1 (6%) -
Business Services 1 (8%) - 1 (6%) -
Distribution 1 (8%) - 1 (6%) -
Engineering 1 (8%) - 1 (6%) -
Information Technology 1 (8%) - 1 (6%) -
Manufacturing 1 (8%) - 1 (6%) -
Packaging - - 1 (6%) -
Software 1 (8%) - 1 (6%) -
Total 13 - 16 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 16 (100%) -
  North Carolina 2 (15%) - 2 (13%) -
  New York 2 (15%) - 2 (13%) -
  Colorado 1 (8%) - 2 (13%) -
  California - - 2 (13%) -
  Virginia 1 (8%) - 1 (6%) -
  Massachusetts 1 (8%) - 1 (6%) -
  Maryland 1 (8%) - 1 (6%) -
  Illinois 1 (8%) - 1 (6%) -
  Georgia 1 (8%) - 1 (6%) -
  Florida 1 (8%) - 1 (6%) -
  District of Columbia 1 (8%) - 1 (6%) -
  Connecticut 1 (8%) - 1 (6%) -
Total 13 - 16 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 11 (85%) - 14 (88%) -
Growth Capital 2 (15%) - 2 (13%) -
Total 13 - 16 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (80%) -
Secondary Sale 1 (20%) -
Total 5 -

Top M&A Advisors

Legal Deals
Moore & Van Allen PLLC
6
Holland & Knight
3

M&A Connections

Deals
Exited to
Investor(s)
20%
1 (20%)
Strategic(s)
60%
3 (60%)

FAQ

When was Broadtree Partners founded?

Broadtree Partners was founded in 2017.

What type of investor is Broadtree Partners?

Broadtree Partners is a private equity firm.

Where is Broadtree Partners headquartered?

Broadtree Partners is headquartered in Charlotte, North Carolina.

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