News & Events
Broadtree Partners Acquires The CFO Project
Charlotte, NC – December 10, 2025, Broadtree Partners LLC (“Broadtree”), a lower middle market private equity firm, announced today that is has acquired of The CFO Project LLC (“The CFO Project”), a premier,…
Broadtree Partners Named to Inc.’s 2024 Founder-Friendly Investors List
Charlotte, NC – October 2024 – Broadtree Partners, a private equity firm specializing in supporting founder-led businesses, is proud to announce its nomination to Inc. Magazine's 2024 Founder-Friendly Investors List. This prestigious recognition…
Power of Insanely Big Goals - Business Transitions Summit Takeaways
By: Andy Canales, Principal and Operating Partner at Broadtree Partners acanales@broadtreepartners.com At the Business Transitions Summit, a premier event providing business owners with the knowledge and connections necessary for successful business planning, Dr. Benjamin Hardy’s…
Broadtree Portfolio Company ListEngage Acquires 1to1
BOSTON, May 14, 2024 /PRNewswire/ -- ListEngage has signed a definitive agreement to acquire 1to1, a premiere Salesforce Personalization consulting agency, providing enterprise solutions to organizations. 1to1 is led by longtime Salesforce trailblazer, and former…
Jason Phillips Appointed as CEO of RedCAT Systems
[Boulder, CO, March 6, 2024] RedCAT Systems, a leading compensation platform with people-centered solutions for performance and pay, is pleased to announce the appointment of Jason Phillips as our new Chief Executive Officer…
