Broadtree Partners Acquires Undisclosed Healthcare Marketing Firm

Undisclosed Strategic Buyer Acquires Florida Marketing & Sponsorship Agency

November 3, 2025

Marketing & Advertising

A well-established Florida-based marketing and sponsorship agency has been acquired by an undisclosed strategic buyer. The transaction was facilitated by Viking Mergers & Acquisitions of Florida, with advisors Christian Aunspaugh and Robert Lugo, and is intended to expand the agency's client offerings and scale operations.

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 Acquires Vital Care Industries

January 5, 2021

Medical Devices

Broadtree Partners, a lower-middle market private equity firm based in Charlotte, North Carolina, has acquired Vital Care Industries, a family-run manufacturer and distributor of medical surgical supplies founded in 1984 and headquartered outside Chicago, Illinois. The transaction, supported by Live Oak Bank, positions Broadtree to accelerate Vital Care's growth while the founders (Henry and LeNita Johnson) and equity holder Paul Bistline remain involved in operations and leadership.

Broadtree Partners, Tecum Capital and Everside Invest in Undisclosed Government Contractor

August 24, 2020

Government & Public Sector

Broadtree Partners, with subordinated debt and equity financing from Tecum Capital Partners and Everside Capital Partners, completed an acquisition of an undisclosed government contracting company. The sellers and existing management will remain invested and the investor group will partner with management to accelerate growth and expand capabilities.

Bracken Marketing Acquires The Brite Mind LLC

March 3, 2020

Marketing & Advertising

Bracken Marketing, a Newtown, Pennsylvania-based growth agency focused on pharma services and digital health, has acquired The Brite Mind LLC, a Somerville, Massachusetts digital marketing strategy agency. The deal expands Bracken's digital advertising capabilities and gives The Brite Mind clients access to a broader team of sales, marketing, and creative professionals.

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.