Your Trusted Partners in Micro Cap Private Equity
Pursuing long-term growth while preserving
your company’s core values
At Broadtree Partners, a premier lower middle-market micro cap private equity firm, we are dedicated to creating sustainable growth through focused strategies. Our unique operator-centric model maximizes the value of the companies we acquire through operational improvements and a focus on preserving your business's core values.
What Makes Us a Premier Lower Middle-Market Private Equity Firm
- Operator-Centric Model: We invest not just capital, but also talent and time, with experienced leaders ready to drive your success.
- Legacy Focus: We prioritize your legacy and culture in our micro-cap private equity strategy, unlike firms that treat your business as just another acquisition.
- Tailored Investment Proposals: Our flexible, customized proposals ensure long-term partnerships that preserve your core values.
Operator-Centric Micro Cap Private Equity Model
Broadtree Partners is committed to building lasting relationships through personalized and hands-on investment strategies. Our operator-centric approach means that you’ll be working directly with the potential next CEO of your company, someone who is deeply invested in its long-term future. These leaders have undergone an extensive selection process and are eager to take your business to new heights, emphasizing personalized and hands-on micro cap private equity strategies.
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
Looking for growth partners in Micro Cap Private Equity?
Broadtree Partners offers unparalleled opportunities tailored to the unique needs of small and lower middle-market businesses. As a leading private equity firm headquartered in Charlotte, NC, and Charleston, SC, we emphasize an expert-driven, hands-on approach that sets us apart in the industry.
