Broadtree Partners Invests in ListEngage

Tata Consultancy Services Acquires ListEngage

October 9, 2025

IT Services

Tata Consultancy Services (TCS) has acquired 100% of ListEngage, a Framingham-based Salesforce consultancy, strengthening TCS' Salesforce, Marketing Cloud and AI advisory capabilities. The acquisition adds more than 100 professionals (and 400+ Salesforce certifications) to TCS' Enterprise Solutions unit in the United States; one source reports a transaction value of $72.8 million.

ListEngage Acquires 1to1

May 14, 2024

IT Services

ListEngage, a Salesforce-focused consultancy and Broadtree portfolio company, has signed a definitive agreement to acquire 1to1, a Salesforce personalization consulting agency led by Pratik Desai. The acquisition expands ListEngage’s Marketing Cloud personalization, integration and AI-driven capabilities to better serve enterprise customers across the Salesforce ecosystem.

Broadtree Partners Acquires Triage Partners

May 10, 2023

Cloud & SaaS

Charlotte-based private equity firm Broadtree Partners has acquired Triage Partners, a Tampa-headquartered technology-enabled provider of cloud-based software and services for the telecommunications and reverse logistics industries. Broadtree named James Han President and said the partnership will support growth and the globalization of Triage’s SaaS and services offerings.

Broadtree Partners Invests in Management Services Organization

April 1, 2019

Healthcare Services

Broadtree Partners, a Charlotte-based private equity firm, announced a strategic investment in an undisclosed management services organization (MSO) in April 2019. The investment is intended to help the MSO scale operations organically and inorganically, support a move to value-based care, and streamline revenue cycle management.

Broadtree Partners Acquires Undisclosed Healthcare Marketing Firm

March 31, 2021

Marketing & Advertising

Broadtree Partners acquired an undisclosed full-service B2B healthcare marketing firm that provides strategic planning, digital and traditional marketing and outsourced marketing department solutions. The deal—Broadtree’s 11th acquisition—was led by General Partners Brad Batten and David Slenzak with FrontRidge Advisors partner Wood Britton advising on closing.

Vista Equity Partners Acquires EngageSmart for $4 Billion

January 28, 2024

Software

An affiliate of Vista Equity Partners completed a take-private acquisition of EngageSmart for $23.00 per share in cash, valuing the company at about $4.0 billion. EngageSmart's common stock ceased trading after stockholders approved the transaction; sellers included existing investors such as General Atlantic and Summit Partners.