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 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.
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
EBITDA MARGINS
HISTORY OF PROFITABILITY
EBITDA
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.
David Slenzak
Founder & Managing Partner
Johannes Zwick
Managing Partner
