The Future Starts with the Founder.

Our philosophy centers around you.

Why Choose Broadtree Partners

Unlike other private equity firms, Broadtree’s focus isn’t on short term strategies - we work to create long-term solutions built to last.

We are committed to helping owners accomplish their goals, and our investment proposals are flexible and tailored to meet these unique objectives. We understand your growth profile and we strive to preserve your company’s core values.

Your company is at the center of our strategy and resources.


Who Are You?

Transition Partner

Broadtree Partners works with founders who are looking to transition from their current roles. You can be confident in knowing we are preserving your legacy and your company’s core values.

Growth Partner

Broadtree Partners works with founders who want to continue expanding their business. We collaborate with you on growth strategies and provide you with the resources you need to achieve your goals.

Our Process

Our focus is on long-term success. We've outlined our process below and are flexible in tailoring it around the needs of you and your company.

Step 1: Identify companies with growth tailwinds and complete an initial review of the organization, including signing a Non-Disclosure Agreement (NDA), allowing for the secure sharing of information.

Step 2:Collaborate with the owner (you) on growth strategies and how we can be part of those. This often includes a virtual or in person management meeting.

Step 3: Negotiate and sign a Letter of Intent (LOI) with you and your company.

Step 4:Complete due diligence and work toward the final purchase after verifying financials and business details through a Quality of Earnings (QoE).

Step 5: Finalize the Purchase Agreement (PA), including transition planning and the legal terms of the transaction.

After completing the deal, we work with you to invest in critical infrastructure for the continued growth of the company. Throughout the entire process and after the deal is finalized, our spoke model puts your company at the center of the strategy.

Broadtree Partners

Center of the Strategy


Other PE Firms

An Acquisitional Spoke


What Our Portfolio Company Founders are Saying