West Sweeping Services Holdings, LLC acquires Szeremi Sweeping Service, LLC

Szeremi Broadtree Photo

Bryan and Andrea Szeremi, Founders of Szeremi Sweeping with WSS CEO Manny Saxena

November 3, 2021 – West Sweeping Services Holdings, LLC (“West Sweeping), a portfolio company of a mid-market private equity fund, Broadtree Partners, announced today that it has acquired Szeremi Sweeping Service, LLC (“Szeremi Sweeping”). Bank Prov provided senior debt and True West Capital Partners (“True West”) provided subordinated debt to support Broadtree’s acquisition of the companies.

Szeremi Sweeping, a Sacramento based company, is one of Northern California’s largest construction sweepers. It provides sweeping services for construction, residential and municipality customers. Bryan and Andrea Szeremi, the founders will be equity holders of West Sweeping and will continue to support the operations of Szeremi Sweeping and provide meaningful support to West Sweeping.

“Szeremi Sweeping is synonymous with high quality operators, equipment and customer service in the market. I couldn’t be more excited to bring Szeremi Sweeping in the West Sweeping family and take the platform to new heights.” said Manvendra “Manny” Saxena, President and CEO of West Sweeping. “We are also actively looking to add other companies to our family via acquisition and partnership with organizations that share our ethos of quality of service, culture of safety and hard work in a family environment.”

“We are very excited to be part of this experience during this next phase of Szeremi Sweeping. This partnership will allow Szeremi Sweeping to advance to new unimagined levels within the sweeping industry. We believe that Manny Saxena and Broadtree have seen our vision and will continue to keep the core values we have created within the company, employees, and customers. We look forward to the future and are glad to be a part of the next chapter.” said Bryan and Andrea Szeremi, the Founders of Szeremi Sweeping.

“Broadtree is extremely excited to welcome the Szeremi family and team into the West Sweeping family of companies. Bryan and Andrea built a fantastic business and a competitor that we have admired for multiple years now. We are excited to partner with them and believe the combination of West Sweeping and Szeremi Sweeping will create a powerful regional competitor. Importantly, our shared values and focus on quality of service and a culture of safety will make for a synergistic combination.” said Brad Batten, Managing Partner at Broadtree.

“True West is excited to support the team at West Sweeping and Broadtree in this transaction which greatly enhances its position as the dominant commercial sweeping company in the region.” Said Brian Hayden, Managing Director at True West.” said Brian Hayden, Managing Director, True West Capital Partners.

Moore & VanAllen served as legal advisor to Broadtree and WKBK&Y LLP served as the legal advisor to Szeremi Sweeping.

About West Sweeping
West Sweeping is a platform holding company created to acquire power sweeping companies that perform street, highway, construction, parking lot, and industrial power sweeping to private and government entities. Apart from Szeremi Sweeping, West Sweeping currently owns Contract Sweeping Services, LLC (“Contract Sweeping”) and Statewide Construction Sweeping, LLC (“Statewide). Contract Sweeping is one of California’s largest municipal street sweeping service providers to California’s largest municipalities, cities, and waste management companies. Statewide Construction Sweeping, LLC is the largest construction sweeper in Northern California and provides regulatory required sweeping services for General Contractors mainly involved in highway and road improvement projects.

About Broadtree Partners
Broadtree Partners, headquartered in Charlotte, North Carolina, is a lower-middle market Private Equity firm with an operator-centric model. Broadtree’s unique executive-in-residence approach provides both institutional capital as well as sophisticated operating resources to transform and grow founder-owned businesses in the lower-middle market. Broadtree’s team of operators and entrepreneurs transition to running the day-to-day operations after an acquisition which allows owners to smoothly exit their companies and seamlessly change leadership while preserving their legacy; or to partner with founder-led teams to further accelerate growth. Broadtree’s goal is to fuel stable, long-term growth while preserving the company’s core values.
Learn more at www.broadtreepartners.com

About True West Capital Partners
True West Capital Partners is a West Coast-based investment firm that provides flexible and creative growth capital to middle-market companies in the Western U.S. True West Capital Partners typically makes investments from $5 to $25 million in businesses with proven management teams, strong barriers to entry, sustainable competitive advantages, and high free cash flows. www.truewestcp.com

About Bank Prov.
Bank Prov. is a direct lender headquartered in Amesbury, Massachusetts. Serving local communities for over 200 years, Bank Prov is an innovative commercial bank that finds solutions for business and private clients. Bank Prov is committed to strengthening the economic development of the region it serves. Learn more at www.bankprov.com

Contact:
Elizabeth Spotts
espotts@broadtreepartners.com

Broadtree Announces Acquisition of Undisclosed Healthcare Marketing Firm

On March 31, 2021, Broadtree acquired an undisclosed full-service B2B healthcare marketing firm focused on client revenue generation. The Company offers strategic planning/brand positioning, digital marketing and traditional marketing services, providing a full outsourced marketing solution for its clients. The Company has established itself as a leader in understanding and communicating the technical complexities of the ever-changing healthcare and health insurance markets on behalf of its customers. It offers a compelling value proposition of providing an industry experienced one-stop full-service outsourced digital and traditional marketing department at a cost far less than a customer can staff internally.

This deal marks the 11th acquisition for the Broadtree team, and the first of 2021. The deal closing was led by General Partners Brad Batten and David Slenzak along with partner Wood Britton of FrontRidge Advisors.

Broadtree Partners Acquires Contract Sweeping Services and Statewide Construction Sweeping

WSS Leadership

January 12, 2021 – Broadtree Partners LLC (“Broadtree”), a lower-middle market private equity firm, announced today that it has acquired Contract Sweeping Services, LLC (“Contract Sweeping”) and Statewide Construction Sweeping, LLC (“Statewide Sweeping”; collectively, the “companies”) through a new holdings company, West Sweeping Services Holdings, LLC (“West Sweeping”). Bank Prov provided senior debt and True West Capital Partners (“True West”) provided subordinated debt & equity to support Broadtree’s acquisition of the companies.

Contract Sweeping is one of California’s largest Municipal street sweeping service providers to California’s largest municipalities, cities, and waste management companies. Statewide Sweeping is the largest construction sweeper in Northern California and provides regulatory required sweeping services for General Contractors mainly involved in highway and road improvement projects. Both companies originated as sister companies to Universal Site Services, Inc., a full-site service maintenance company that was founded in 1958.

Manvendra Saxena, Operating Partner & Principal at Broadtree will take over as the President & CEO of Contract Sweeping and Statewide Sweeping and manage future acquisitions under West Sweeping. Joe and Gina Vella, the former owners of Contract Sweeping and Statewide Sweeping will be equity holders of West Sweeping and will continue to support the operations and provide meaningful leadership and guidance to Manny and the companies.

“Contract Sweeping and Statewide Sweeping are among the largest players in power sweeping in California with a long rich history. I am excited to build upon the legacy of Gina and Joe by continuing to provide the best-in-class service to our customers and keeping our communities safe and clean.” said Manvendra Saxena, President and CEO of Contract Sweeping/Statewide Sweeping. “We are also actively looking to add other companies to our family via acquisition and partnership with organizations that share our ethos of quality of service, culture of safety and hard work in a family environment.”

“We are excited to remain part of the growth and future expansion of Statewide Sweeping and Contract Sweeping. Together we believe in the strength of the industry as well as trust in Manvendra Saxena’s leadership and continued support from Broadtree’s infrastructure and resources.”  said Gina and Joe Vella, the Founders of Contract Sweeping and Statewide Sweeping. “We both agreed that the time was right to take our thriving family-run operation to the next level and looked to partner with Broadtree because of the integrity they exhibited during diligence.  Their team had proven to share the same ideals for growth; and their commitment to reinvesting back into our organization, our teams, and technology to create opportunities for continued expansion . To date they have stayed true to their commitment and work daily within the operation as a hands-on partner for the management team.”

“Broadtree is extremely excited to partner with the Vella Family and the teams at Contract Sweeping and Statewide Sweeping.  There is a lot of opportunity in the power sweeping space and we will aggressively look to partner with other industry players to continue building thoughtfully upon the platform the Vellas created.  By combining the Vella’s knowledge and deep industry relationships with the team at Broadtree we look forward to creating a regional powerhouse in the sweeping space.” said Brad Batten, Managing Partner at Broadtree.

“Contract Sweeping and Statewide Sweeping are the established leaders of sweeping services in the San Francisco bay area with an impressive history of growth and a reputation for quality service. We are excited to partner with Broadtree to support the continued growth plans for the business,” said Brian Hayden, Managing Director, True West Capital Partners.

Moore & VanAllen served as legal advisor to Broadtree and Law Offices of Peter D. Feinberg served as the legal advisor to Contract Sweeping and Statewide Sweeping.

 

About West Sweeping Services Holdings, LLC

West Sweeping Services Holdings, LLC is a holding company created to acquire power sweeping companies that perform street, highway, construction, parking lot, and industrial power sweeping to private and government entities.

 

About Broadtree Partners

Broadtree Partners, headquartered in Charlotte, North Carolina, is a lower-middle market PE firm with an operator-centric model. Broadtree’s unique executive-in-residence approach allows owners to smoothly exit their companies and seamlessly change leadership while preserving their legacy; and also to further accelerate growth by bringing operational and financial resources to founder-led teams. Broadtree’s team of operators and entrepreneurs work very closely with owners throughout the transaction process and transition to running the day-to-day operations after an acquisition. Broadtree seeks to partner with business owners and entrepreneurs to provide operational resources and institutional capital to transform and grow founder-owned businesses in the lower-middle market. Broadtree’s goal is to fuel stable, long-term growth while preserving the company’s core values.

Learn more at www.broadtreepartners.com

 

About True West Capital Partners

True West Capital Partners is a West Coast-based investment firm that provides flexible and creative growth capital to middle-market companies in the Western U.S. True West Capital Partners typically makes investments from $5 to $25 million in businesses with proven management teams, strong barriers to entry, sustainable competitive advantages, and high free cash flows. www.truewestcp.com.

 

About Bank Prov.

Bank Prov. is a direct lender headquartered in Amesbury, Massachusetts. Serving local communities for over 200 years, Bank Prov is an innovative commercial bank that finds solutions for business and private clients. Bank Prov is committed to strengthening the economic development of the region it serves. Learn more at www.bankprov.com

 

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Contact:

Elizabeth Spotts

espotts@broadtreepartners.com

Broadtree Partners Acquires Vital Care Industries

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Charlotte, NC – January 5, 2021 – Broadtree Partners LLC (“Broadtree”), a lower-middle market private equity firm, announced today that it has acquired Vital Care Industries, (the “Company,”) a family-run, 36-year-old company that manufactures and distributes medical surgical supplies. The acquisition was supported by Live Oak Bank (“LOB”).

Founded in 1984 and headquartered outside of Chicago, IL, Vital Care Industries, Inc. has a strong history of manufacturing and distribution of medical surgical supplies to over 2,200 hospitals and 1,500 surgery centers. The Company manufactures and distributes equipment drapes and covers, solidifier for medical waste, sterilization packaging, and dust and cart covers under the Vital Care Industries and Medical Technique brands. The Company‘s “Quality By Design” brand motto reflects its reliable reputation in the market. These high-quality products ensure the safety of patients and medical professionals by maintaining a sterile environment during surgical procedures and supporting the safe disposal of liquid medical waste during invasive and non-invasive medical and surgical treatments and procedures. The long-term success of Vital Care Industries is tied to its key partnerships with Group Purchase Organizations (GPO), Distributors, and Health Systems.

Mia Jackson, who previously ran her own strategy and operations consulting firm, Azienda Solutions Group, has been appointed CEO of the Company. Henry and LeNita Johnson, the Company’s founders will continue to support the operations and provide meaningful leadership and guidance. Paul Bistline, equity holder, will continue to provide manufacturing and supply chain support to the business.

“Henry and LeNita, have built a solid company with excellent customer service,” said Johannes Zwick, Managing Partner at Broadtree. “We look forward to continuing the Company’s growth in partnership with the Company’s founders and equity holders.”

“Vital Care Industries is a great company with a solid reputation and a long rich history,” said Mia Jackson, CEO of Vital Care Industries, LLC. “I am excited to build upon the legacy that the Johnson’s have established. I look forward to working with the entire Vital Care Industries team to continue to drive excellence in delivering superior customer service and quality products to our customers.”

“We are excited as Vital Care Industries forges ahead under Mia’s leadership. This strategic transaction provides us with partners whose goals align with our aggressive expansion initiatives and will provide resources for rapid growth and sustainability,” said LeNita and Henry Johnson, Co-Founders of Vital Care Industries, Inc.

Moore & VanAllen served as legal advisor to Broadtree and Riley Safer Holmes & Cancila LLP served as the legal advisor to Vital Care Industries, Inc.

 

About Broadtree Partners

Broadtree Partners, headquartered in Charlotte, North Carolina, is a lower-middle market PE firm with an operator-centric model. Broadtree’s unique executive-in-residence approach allows owners to either smoothly exit their companies and seamlessly change leadership while preserving their legacy; or to bring operational and financial resources to a founder-led team to further accelerate growth. Broadtree’s team of operators and entrepreneurs work very closely with owners throughout the transaction process and transition to running the day-to-day operations after an acquisition. Broadtree seeks to partner with business owners and entrepreneurs to provide operational resources and institutional capital to transform and grow founder-owned businesses in the lower-middle market. Broadtree’s goal is to fuel stable, long-term growth while preserving the company’s core values.

Learn more at www.broadtreepartners.com

 

About Live Oak Bank

Live Oak Bank is a direct bank headquartered in Wilmington, North Carolina. The bank specializes in originating business loans that are guaranteed by the Small Business Administration (SBA) to companies in 16 specific industries.

Learn more at www.liveoakbank.com

 

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Contact:

Elizabeth Spotts

espotts@broadtreepartners.com

Broadtree Partners Acquires Precision Devices Inc.

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Charlotte, NC – December 15, 2020 – Broadtree Partners LLC (“Broadtree”), a lower-middle market private equity firm, announced today that it has acquired Precision Devices Inc, (“Precision” or the “Company,”) a 40-year-old remanufacturer and aftermarket supplier of components and parts for the material handling industry. The acquisition was supported by Bank Prov.

Founded in 1981, Precision has a history of dedication to its customers, providing high-quality rebuilt components and parts for the material handling industry. The Company remanufactures electric motors, gearboxes, drive units and other components for electric industrial trucks.  Additionally, Precision supplies frequently needed parts for forklifts and warehouse operations through a mobile distributor model. Based in Wallingford, Connecticut with additional branches in key Northeast locations, the Company serves over 400 customers’ parts needs nationwide.

Dan Brunstetter, who previously served in the United States Marine Corps and worked in investment banking at Bank of America Merrill Lynch, has been appointed CEO of the Company. Current owners Bill Bacha and Mark Hoover will continue to support Precision’s operations and customer-centric service model and provide meaningful leadership and guidance in the growth of the new company.

“Precision Devices has a fantastic reputation in the industry based on its focused customer service approach,” said Johannes Zwick, Managing Partner at Broadtree. “We are excited to continue Bill and Mark’s legacy and look forward to growing the company by continuing to emphasize excellent customer service.”

“Precision has been critical to its customers’ logistics operations for 40 years,” said Dan Brunstetter of Precision Devices. “I look forward to continuing that legacy by working closely with Bill, Mark, and the Precision team.  We have an excellent platform to build on and continue the high level of service for which Precision is known.”

“Mark and I are extremely proud of the company we have built over the past 35+ years and are excited to see what is in store in the years ahead,” said Mr. Bacha.  “We have the utmost confidence that Dan will be a good steward of the business and that it will continue to deliver top-notch customer service under his leadership.”

Moore & Van Allen served as legal advisor to Broadtree. Principals of Klar Ventures and Hinkley Allen served as transaction and legal advisors to Precision Devices.

 

About Broadtree Partners

Broadtree Partners, headquartered in Charlotte, North Carolina, is a lower-middle market PE firm with an operator-centric model. Broadtree’s unique executive-in-residence approach allows owners to either smoothly exit their companies and seamlessly change leadership while preserving their legacy; or to bring operational and financial resources to a founder-led team to further accelerate growth. Broadtree’s team of operators and entrepreneurs work very closely with owners throughout the transaction process and transition to running the day-to-day operations after an acquisition. Broadtree seeks to partner with business owners and entrepreneurs to provide operational resources and institutional capital to transform and grow founder-owned businesses in the lower-middle market. Broadtree’s goal is to fuel stable, long-term growth while preserving the company’s core values.

Learn more at www.broadtreepartners.com

 

About Klar Ventures

Klar Ventures is a growing professional services firm, providing mergers and acquisition as well as cost optimization advisory services with a success fee orientation that drives alignment with its clients.  Headquartered in Charlotte, North Carolina, Klar Ventures advises middle market clients across numerous industry verticals primarily in the United States and Canada.  Learn more at www.klarventures.com.

 

About Bank Prov

Bank Prov is a direct lender headquartered in Amesbury, Massachusetts. Serving local communities for over 200 years, Bank Prov is an innovative commercial bank that finds solutions for business and private clients. Bank Prov is committed to strengthening the economic development of the region it serves.

Learn more at www.bankprov.com

 

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Contact:

Elizabeth Spotts

espotts@broadtreepartners.com

Broadtree Partners Acquires Seanair Machine Co. Inc.

Partners with AE Industrial Partners to Acquire Long-Time Manufacturer of Aerospace Parts

Charlotte, NC – October 12, 2020 – Broadtree Partners LLC (“Broadtree”), a lower-middle market private equity firm, announced today that it has acquired Seanair Machine Co. Inc, (“Seanair” or the “Company,”) a family-run, 63-year-old manufacturer of OEM precision machined parts for the aerospace industry. The acquisition was completed in strategic partnership with AE Industrial Partners Structured Solutions I, LP and supported by Live Oak Bank (“LOB”). AE Industrial Partners Structured Solutions I, LP is an affiliate of AE Industrial Partners, LP (“AEI”), a private equity firm specializing in Aerospace, Defense & Government Services, Power Generation, and Specialty Industrial markets.

Founded in 1957, Seanair has a strong history of innovation, producing high-quality precision parts for the aerospace industry. The Company produces structural parts, flight controls, material handling, ground support, fuel systems, landing gears, wing structure parts, removable panels, and weapon-delivery components. Seanair’s long body of work includes the A-6 Intruder, EA-6B Prowler, E-2C Hawkeye, C-2A Greyhound, F-14 Tomcat, the Lunar Module, C-130 Hercules, F-16 Viper, F22 Raptor, U2 Dragon Lady, SH-60 Sea Hawk, V-22 Osprey and several classified programs. Based in Farmingdale, New York, the Company produces high-quality components in support of operational readiness and force projection of the US Armed Forces and their allies throughout the world.

Avi Das, who previously led Strategy & Corporate Development for Tata Group, has been appointed CEO of the Company, which will be rebranded as Seanair, LLC. Current owners Laura Abel Nawrocki and Thomas Nawrocki will continue to support Seanair’s high-quality operations and provide meaningful leadership and guidance in the growth of the new company as outside consultants.

“Broadtree is excited to continue the Seanair legacy. The Nawrockis have created an impressive company, and we look forward to building on a strong foundation,” said Johannes Zwick, Managing Partner at Broadtree. “We’re also happy to partner with AEI to further accelerate growth and continue to drive excellence in manufacturing and customer service.”

“Seanair is a great company with an inspiring history and an exciting future,” said Mr. Das of Seanair. “I look forward to working closely with Laura, Tom, the entire Seanair family and AEI, our strategic partner. Together, we are well positioned to usher in a new era of excellence and growth in this hidden gem.”

“We are proud of Seanair and its accomplishments. We are looking forward to seeing it soar and achieve great success under Avi’s leadership,” said Laura and Tom Nawrocki, the current owners.

“AEI is proud to partner with Seanair, a family-owned business that has both an established track record as well as a reputation for excellence in our target markets,” said Kirk Konert, Partner at AEI. “With the backing of an impressive group, including Tom, Laura, Avi and the Broadtree team, we are confident that the Company will have the resources to achieve its next stages of growth.”

Moore & VanAllen served as legal advisor to Broadtree and Kirkland & Ellis served as legal advisor to AEI. Mr. Kenneth S. Magida, ESQ served as the legal advisor to Seanair.

 

About Broadtree Partners

Broadtree Partners, headquartered in Charlotte, North Carolina, is a lower-middle market PE firm with an operator-centric model. Broadtree’s unique executive-in-residence approach allows owners to either smoothly exit their companies and seamlessly change leadership while preserving their legacy; or to bring operational and financial resources to a founder-led team to further accelerate growth. Broadtree’s team of operators and entrepreneurs work very closely with owners throughout the transaction process and transition to running the day-to-day operations after an acquisition. Broadtree seeks to partner with business owners and entrepreneurs to provide operational resources and institutional capital to transform and grow founder-owned businesses in the lower-middle market. Broadtree’s goal is to fuel stable, long-term growth while preserving the company’s core values.

Learn more at www.broadtreepartners.com

 

About AE Industrial Partners

AE Industrial Partners is a private equity firm specializing in Aerospace, Defense & Government Services, Power Generation, and Specialty Industrial markets. AE Industrial Partners invests in market-leading companies that can benefit from its deep industry knowledge, operating experience, and relationships throughout its target markets.

Learn more at www.aeroequity.com.

 

About Live Oak Bank

Live Oak Bank is a direct bank headquartered in Wilmington, North Carolina. The bank specializes in originating business loans that are guaranteed by the Small Business Administration (SBA) to companies in 16 specific industries.

Learn more at www.liveoakbank.com
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Contacts:

Lambert & Co.
Jennifer Hurson
845-507-0571
jhurson@lambert.com

or

Caroline Luz
203-656-2829
cluz@lambert.com

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Broadtree Partners acquires CanSource, a Leader in Craft Beverage Shrink-Sleeved Cans

December 23, 2019 – Broadtree Partners announced today the acquisition of CanSource. Headquartered in Longmont Colorado, CanSource is one of the nation’s largest suppliers of shrink-sleeved cans to craft beverage businesses across the beer, wine, spirits, energy drinks, coffee, kombucha and CBD industries.

“CanSource has a vast national footprint and supports every can size our customers need, but it’s the company’s people and customer service that sets it apart,” said CanSource CEO, Paige Sopcic. “An expert team from Sales, through Design and Production ensure that customer success is at the heart of every decision we make.”

Founded in 2011, today hundreds of customers coast-to-coast trust CanSource to deliver a high-quality product with dependable service and low minimum orders.

“Our customers operate in increasingly competitive markets. Our mission is to make certain their products stand-out on the shelf with distinguished brands and compelling designs,” said Dan Reese, general manager of CanSource. “Customers need a partner that understands their business and the criticality of quality and on-time delivery.”

“We have built lasting relationships with our customers by offering quality products, expertise, available inventory and reliable delivery,” said CanSource founder Pat Hartman. “Broadtree Partners shares our commitment to serve the craft beverage community and our conviction in the future growth of cans!”

Ms. Sopcic said Broadtree Partners will support CanSource’s long-term ambitions. “We plan to continue growing the business and team, with an emphasis on serving new markets and delivering more value to our current and future customers,” Ms. Sopcic added.

CanSource founders, Pat Hartman and Ron Popma, will advise CanSource as part of the Board of Directors. They will also be focused on growing the other businesses they’ve founded, Vertical Distilling and Vertical Wineries, contract beverage manufacturers for canned ready-to-drink and wine products.

About Broadtree Partners
Broadtree Partners is a private equity firm consisting of entrepreneurial investors focused on acquiring and growing lower-middle market businesses. For more information, visit www.broadtreepartners.com.

About CanSource
CanSource is a can supply solution for the craft beverage space. With four production facilities located strategically across the nation, CanSource delivers Just Enough and Just in Time inventories for craft beverage producers. For more information, visit www.cansource.com or follow the company on Instagram @CanSourceCo

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Broadtree Partners Announces Strategic Investment in RedCAT Systems

Today, Broadtree Partners, a private equity firm focused on acquisitions in the middle markets, announced an investment in RedCAT Systems a human resources software as a service provider. This strategic investment by Broadtree Partners was completed on May 31, 2019, and was the fourth investment for the firm. The investment is intended to help our portfolio company scale its operations organically.

Strategic Investment

The strategic investment by Broadtree Partners is intended to help this company grow its organization through scaling its internal team and its sales organization, as well as enabling the team to continue to offer new value-added modules to its existing platform.

About Broadtree Partners

Broadtree Partners is a group of entrepreneurial investors focused on acquiring businesses looking invest in long term growth. Broadtree specializes in providing options for owners to smoothly exit their companies if desired with seamless change in leadership and at the same time ensuring each company reaches their full potential. This is facilitated by our Operating Partners, who work with owners throughout the process and transition to running the day-to-day operations after an acquisition.

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Broadtree Partners Announces Strategic Investment in Management Services Organization

Today, Broadtree Partners, a private equity firm focused on acquisitions in the middle markets, announced an investment in a management services organization (MSO). This strategic investment by Broadtree Partners was completed in April, 2019, and was the third investment for the firm. The investment is intended to help our portfolio company scale its operations both organically and inorganically.

Strategic Investment

The strategic investment by Broadtree Partners is intended to help this company, a MSO, grow its organization through targeted growth acquisitions, the continued move to value-based care, and streamlining of revenue cycle management.

About Broadtree Partners

Broadtree Partners is a group of entrepreneurial investors focused on acquiring businesses looking invest in long term growth. Broadtree specializes in providing options for owners to smoothly exit their companies if desired with seamless change in leadership and at the same time ensuring each company reaches their full potential. This is facilitated by our Operating Partners, who work with owners throughout the process and transition to running the day-to-day operations after an acquisition.

Image credit: Flickr

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Broadtree Partners Announces Strategic Investment in ListEngage

In July, 2018, Broadtree Partners announced an investment in ListEngage. This strategic investment is intended to help the company, an award-winning Salesforce consulting partner, grow its organization to enable it to provide not only more services to its existing customers, but also to service more Salesforce customers on their path of digital transformation. The investment is intended to help the company scale its operations and provide management support to realize the growth potential of the industry.

ListEngage

The strategic investment by Broadtree Partners is intended to help this ListEngage, a Salesforce certified expert, grow its organization to enable it to provide not only more services to its existing customers, but also to deepen its relationship with Salesforce to allow it to serve more Salesforce customers with their integrations and with their strategic marketing campaigns.

About Broadtree Partners

Broadtree Partners is a group of entrepreneurial investors focused on acquiring businesses looking invest in long term growth. Broadtree specializes in providing options for owners to smoothly exit their companies if desired with seamless change in leadership and at the same time ensuring each company reaches their full potential. This is facilitated by our Operating Partners, who work with owners throughout the process and transition to running the day-to-day operations after an acquisition.

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About Us

Broadtree Partners is a group of entrepreneurial investors focused on acquiring businesses where the owners are looking to transition from their current roles. We specialize in providing opportunities for owners to smoothly exit their companies and seamlessly change leadership, while preserving their legacy. 

This is facilitated by our Operating Partners, who work with owners throughout the process and transition to running the day-to-day operations after an acquisition.

Contact Info

Broadtree Partners, LLC
101 S. Tryon Street, Suite 2700
Charlotte, NC 28280

(704) 228-1262

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