Tracked deals
19
19 tracked deals across 2018-2026.
Private Equity Firm
Financial Services
Broadtree Partners
Charlotte, North Carolina, United States
Broadtree Partners is an operationally-focused lower middle-market private equity firm that seeks to acquire $1–10MM EBITDA companies and install leadership teams into portfolio companies.
- Focus Areas
- Private Equity, Lower-middle-market buyouts, Operator-centric buyouts
- Website
- broadtreepartners.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
12 buyout · 4 addon · 3 growth capital
Broadtree Partners Acquisition Volume by Year
Last 9 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 19 tracked deals for Broadtree Partners.
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January 7, 2026
- Buyer
- Broadtree Partners
- Target
- ACME Plumbing Company
- Seller
- Larry Tilley (Tilley family)
- Industry
- HVAC & Mechanical
- Location
- North Carolina, United States
- Type
- Buyout
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.
-
- Buyer
- Triage Partners, Broadtree Partners
- Target
- Benton Technical Services, J. Carlson Services
- Industry
- Telecommunications
- Location
- United States
- Type
- Addon
Broadtree Partners portfolio company Triage Partners has acquired Benton Technical Services and J. Carlson Services, two turnkey telecommunications services providers specializing in fiber/FTTH and OSP construction. The add-on acquisitions expand Triage's fiber buildout, installation, splicing, and repair capabilities and position the combined business to offer full turnkey solutions to telecom operators, electric cooperatives, and broadband providers across the United States.
-
December 17, 2025
- Buyer
- Broadtree Partners, Salem Investment Partners
- Target
- The CFO Project LLC
- Seller
- Jeff Prager, Adam Lean
- Industry
- Education
- Location
- Connecticut, United States
- Type
- Buyout
Broadtree Partners, a lower middle market private equity firm based in Charlotte, has acquired The CFO Project, a membership-based education and mentorship platform for accountants, CPAs and bookkeepers. The deal—supported by Salem Investment Partners—will position The CFO Project to scale its digital Certified CFO program and community of 500+ members under new CEO Dyanna Salcedo.
-
March 22, 2024
- Buyer
- Sayres Defense, Broadtree Partners LLC, Granite Creek Capital Partners, JP Morgan Chase, Muzinich BDC, Inc.
- Target
- Global Systems Technologies (GST)
- Industry
- Aerospace & Defense
- Location
- Pennsylvania, United States
- Type
- Addon
Sayres Defense, backed by private equity sponsor Broadtree Partners, has acquired Global Systems Technologies (GST). Granite Creek provided debt and equity in support of the transaction alongside JP Morgan Chase and Muzinich BDC; GST joins Broadtree's GovCon platform (alongside Sayres and JRAD) to expand test & evaluation, systems engineering, logistics and R&D capabilities for defense and homeland security customers.
-
- Buyer
- Sayres Defense, Broadtree Partners
- Target
- Joint Research and Development (JRAD)
- Industry
- Professional Services
- Type
- Addon
Broadtree Partners acquired Joint Research and Development (JRAD), a government-focused test and evaluation and science & technology R&D services provider. JRAD became the second company in Broadtree’s GovCon platform, joining Sayres Defense, and JRAD leadership transitioned as Terri Hague accepted the role of JRAD President.
-
May 10, 2023
- Buyer
- Broadtree Partners
- Target
- Triage Partners
- Seller
- Patricia Dominguez
- Industry
- Cloud & SaaS
- Location
- Florida, United States
- Type
- Buyout
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.
-
February 11, 2022
- Buyer
- Broadtree Partners, Pinnacle Financial Partners
- Target
- Semify
- Industry
- Marketing & Advertising
- Location
- New York, United States
- Type
- Buyout
Broadtree Partners, a lower-middle market private equity firm, has acquired Semify, a Rochester-based white-label digital marketing provider, in a transaction completed in strategic partnership with Pinnacle Financial Partners. Semify's founder Adam Stetzer will move to Chief Technology Officer, Patrick Briggs joins full-time as President and CEO, and Broadtree plans to provide capital, resources, and operating support to scale Semify's SEO and PPC reseller business.
-
November 3, 2021
- Buyer
- West Sweeping Services Holdings, LLC, Broadtree Partners
- Target
- Szeremi Sweeping Service, LLC
- Seller
- Bryan Szeremi, Andrea Szeremi
- Industry
- Environmental Services
- Location
- California, United States
- Type
- Addon
West Sweeping Services Holdings, a platform backed by Broadtree Partners, has acquired Szeremi Sweeping Service, a Sacramento-based construction and commercial sweeping company. Bank Prov provided senior debt and True West Capital Partners provided subordinated debt to support the transaction; founders Bryan and Andrea Szeremi remain equity holders and will continue supporting operations.
-
August 2, 2021
- Buyer
- Broadtree Partners LLC
- Target
- Sayres and Associates
- Industry
- Aerospace & Defense
- Location
- District of Columbia, United States
- Type
- Buyout
Broadtree Partners, an operator-centric private equity firm, has acquired Sayres and Associates, a Washington, D.C.-based defense contractor providing acquisition, engineering, security and training support services to the U.S. Department of Defense. The deal is financed with senior debt from JPMorgan Chase and subordinated debt from Muzinich & Co.; Broadtree intends to use Sayres as a platform to build a larger government services provider and pursue add-on acquisitions.
-
- Buyer
- Broadtree Partners, LLC
- Target
- Undisclosed healthcare marketing firm
- Industry
- Marketing & Advertising
- Type
- Buyout
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.
-
January 12, 2021
- Buyer
- Broadtree Partners LLC, True West Capital Partners
- Target
- Contract Sweeping Services, LLC, Statewide Construction Sweeping, LLC
- Seller
- Joe Vella, Gina Vella
- Industry
- Environmental Services
- Location
- California, United States
- Type
- Buyout
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.
-
January 5, 2021
- Buyer
- Broadtree Partners LLC
- Target
- Vital Care Industries
- Seller
- Henry Johnson, LeNita Johnson, Paul Bistline
- Industry
- Medical Devices
- Location
- Illinois, United States
- Type
- Buyout
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.
Related Acquisition Pages
Aerospace & Defense Buyers & Acquisitions
3 tracked deals by Broadtree Partners.
Cloud & SaaS Buyers & Acquisitions
2 tracked deals by Broadtree Partners.
Environmental Services Buyers & Acquisitions
2 tracked deals by Broadtree Partners.
Marketing & Advertising Buyers & Acquisitions
2 tracked deals by Broadtree Partners.
Acquisitions in California
2 tracked deals by Broadtree Partners.
Acquisitions in Colorado
2 tracked deals by Broadtree Partners.
Acquisitions in Connecticut
2 tracked deals by Broadtree Partners.
Acquisitions in New York
2 tracked deals by Broadtree Partners.
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