Broadtree Partners Acquires The CFO Project

E78 Partners Acquires The CFO Suite

April 4, 2022

Professional Services

E78 Partners has acquired The CFO Suite, a Texas-based provider of interim, project and direct-hire financial executives, effective March 31, 2022; terms were not disclosed. The deal expands E78's finance- and accounting-related services for private equity firms, portfolio companies and corporate clients by adding The CFO Suite's interim staffing capabilities.

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 ACME Plumbing Company

January 7, 2026

HVAC & Mechanical

Broadtree Partners, a Charlotte-based private equity firm, has acquired ACME Plumbing Company, a fourth-generation commercial and residential plumbing services business headquartered in Durham, North Carolina. ACME will serve as Broadtree's platform for its mechanical, electrical, and plumbing (MEP) services strategy while founder Larry Tilley stays on in an advisory capacity.

SolomonEdwards Acquires CFO's Domain

February 26, 2026

Professional Services

SolomonEdwards has acquired CFO's Domain, a Los Angeles-based consulting and recruiting firm specializing in Office of the CFO advisory services. The deal expands SolomonEdwards' finance and accounting consulting capabilities, strengthens its West Coast presence, and brings CFO's Domain's co-founders into the SolomonEdwards leadership team.

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.

Broadtree Partners Acquires Contract Sweeping Services and Statewide Construction Sweeping

January 12, 2021

Environmental Services

Broadtree Partners has acquired Contract Sweeping Services, LLC and Statewide Construction Sweeping, LLC and combined them under a new holding company, West Sweeping Services Holdings, LLC, to build a regional power-sweeping platform. The deal was financed with senior debt from Bank Prov and subordinated debt and equity from True West Capital Partners; Manvendra Saxena (Broadtree) will serve as President & CEO while founders Joe and Gina Vella remain equity holders and operational advisors.