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.

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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.

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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

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Other PE Firms

An Acquisitional Spoke

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What Our Portfolio Company Founders are Saying

"From the very beginning of our conversations together, it was apparent Broadtree was a buyer that quickly understood the unique value proposition but also demonstrated the commitment and investment they were willing to make to the Ocozzio team. Two years later, I feel even more confident about my decision in selling Ocozzio to Broadtree Partners, because I know the company is prospering and that 'my team' is being rewarded."

Russell Krueger
Former - Ocozzio Founder
Current - Full-Time Golfer, Part-Time Furniture Maker

"Since the very beginning of my interactions with Broadtree, it was evident that they wanted to understand our company better from a team, culture, what makes us tick and hum as a services company in a fast-moving martech space so they could preserve that in the long run. The other thing that stood out was their focus on long term sustainable growth which they reiterated from the get-go and have stood by all these years as we continue to grow. Don’t get me wrong, numbers are important and a lot of due diligence was rightly done in that area but if it wasn’t for the things, I have mentioned above there wouldn’t have been a meeting of the minds.

Our operating team and the board that Broadtree has assembled have been instrumental in the growth of our company as we march towards our next milestone."

Altaf Shaikh
ListEngage Founder & CEO