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M&A Deal Summary

Broadtree Partners Acquires CFO Project

On December 17, 2025, private equity firm Broadtree Partners acquired education company CFO Project

Acquisition Highlights
  • This is Broadtree Partners’ 1st transaction in the Education sector.
  • This is Broadtree Partners’ 17th transaction in the United States.
  • This is Broadtree Partners’ 3rd transaction in Colorado.

M&A Deal Summary
Date 2025-12-17
Target CFO Project
Sector Education
Buyer(s) Broadtree Partners
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) SDR Ventures (Financial)

Target

CFO Project

Centennial, Colorado, United States
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.

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Buyer(S) 1

Buyer

Broadtree Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2017
Size Small
Type Sector Agnostic
DESCRIPTION

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.

DEAL STATS #
Overall 17 of 17
Sector: Education M&A 1 of 1
Type: Buyout (LBO, MBO, MBI) M&A Deals 15 of 15
State: Colorado M&A 3 of 3
Country: United States M&A 17 of 17
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-09 ListEngage

Framingham, Massachusetts, United States

ListEngage is a salesforce integrator and implementation consultant. ListEngage is based in Framingham, Massachusetts.

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