Broadtree Partners
Charlotte, North Carolinabroadtreepartners.com
Overview
Broadtree Partners is a private equity firm that acquires and invests in privately-held, U.S.-based businesses in the micro-cap and lower middle-market. The firm utilizes an operator-centric model, focusing on long-term growth, and seeks majority investments in companies with revenues between $5 million and $75 million.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Semify, LLC | Mar 2026 | Private Equity | Co-investor |
| Sayres & Associates, LLC | Mar 2024 | Private Equity | Co-investor |
| Semify, LLC | Dec 2021 | Buyout/LBO | Lead |
| Sayres & Associates, LLC | Aug 2021 | Buyout/LBO | Lead |
| Vital Care Industries | Feb 2021 | Private Equity | Lead |
Key People
Patrick Briggs
Chief Executive Officer
Bradley Batten
Managing Partner
James Han
Principal, Investment Professional
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
