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Broadtree Partners Mergers & Acquisitions

Broadtree Partners M&A Summary

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

In the last 3 years, Broadtree Partners has exited 7 companies. The Firm’s most common exit type is trade sale (72%).

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M&A Summary

  • M&A Total Activity24
    • M&A Buy Activity17
    • M&A Sell Activity7
  • M&A Buy/Sell Connections8

Broadtree Partners

Broadtree Partners LLC

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

All (24) Buy (17) Sell (7)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-12-17 CFO Project · Education
Centennial, Colorado · www.thecfoproject.com

CFO Project is a professional mentorship and training program designed to help accountants, CPAs, bookkeepers, and other financial professionals build or expand a CFO Advisory practice offering outsourced CFO and strategic financial guidance to small and medium-sized business owners. CFO Project was founded in 2020 and is based in Centennial, Colorado.

Advisor: SDR Ventures 		- Buyout (LBO, MBO, MBI)

Broadtree Partners PE

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