In times of transition or growth,
you need a partner as invested in your company’s long-term success as you are.

Your company’s success was hard-fought.
The next chapter shouldn’t be.

Who We Are

Broadtree Partners is a premier micro-cap and lower middle market private equity firm headquartered in Charlotte, North Carolina. Our goal is to create sustainable growth through utilizing our unique operator-centric model to maximize the value of the companies we acquire.

What You’re Looking For

A Partner to help preserve and grow your legacy

No matter if you’re looking to pass your company on to the next generation or for partners in taking it to the next level of success, our future strategy starts with you and your goals—not the other way around. We believe that passing the baton on your business shouldn’t mean becoming just another notch on an investment firm’s portfolio belt.

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What We’re Looking For

Companies that are both a good match and meet our investment criteria

PRIVATELY HELD, U.S.–BASED

HISTORY OF REVENUE AND EBITDA GROWTH

10

EBITDA MARGINS

3

HISTORY OF PROFITABILITY

10

EBITDA

75

OF REVENUES

TRANSITION PARTNER OR GROWTH PARTNER NEEDED

FIT WITH OPERATOR-CENTRIC MODEL

MAJORITY INVESTMENT

How We’re Different

Not another branch, but a rooted partnership

We center our strategy around your company’s success. Instead of becoming just another “branch” on some family tree, we partner with companies whose goals can become our own, rooted in our strategy and future business decisions.

Our ultimate goal? To continue to grow stable, long-term growth while preserving your company’s core values.

Who We’ve Worked With: 25+ Companies to Date

See why we’re not just founder-friendly, but founder-favorable

A team to help you transition or grow — while continuing your tradition of success.

Dave headShot

David Slenzak

Founder & Managing Partner
Johannes Zwick

Johannes Zwick

Managing Partner
Brad

Brad Batten

Managing Partner