Broadtree Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
101 S Tryon St Ste 2700, Charlotte, Nort...Phone Number
(704) 228-1262Website
www.broadtreepartners.comRevenue
$7.7 MillionIndustry
ZI Rank: 2
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ZI Rank
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About Broadtree Partners
Broadtree Partners is a private equity firm that acquires and grows lower middle-market companies. It partners with founder-led and family-owned businesses, providing capital, operational expertise, and experienced leadership to improve performance, scale operations, and drive long-term value creation before exit or sale.Explore more
Broadtree Partners Org Chart
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Broadtree Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Broadtree Partners Tech Stack
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
New Hire
Executive Move
Mergers & Acquisitions (M&A)
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Broadtree Partners News & Media
SDR Ventures Advises The CFO Project on Partnership with Broadtree Partners
DENVER, Dec. 17, 2025 /PRNewswire/ -- SDR Ventures is pleased to announce that The CFO Project ("CFO Project" or "the Company") has been acquired by Broadtree Partners. Jeff Prager and Adam Lean founded The CFO Project in 2020 to bridge the gap between traditional accounting services and...Broadtree Portfolio Company Sayres Defense Acquires Global Systems Technologies, Continuing GovCon Expansion
WASHINGTON, March 22, 2024 /PRNewswire/ -- Sayres Defense, a leader in defense mission support services to the US Navy, Department of Defense, and broader National Security community has acquired Global Systems Technologies (GST). GST is a leading provider of test and evaluation services,...Broadtree's Government Services Provider Cartridge Technologies Acquired by ... - GovCon Wire
Looking for the latest GovCon News? Check out our story: Broadtree's Government Services Provider Cartridge Technologies Acquired by Private Equity Firm CenterGate Capital. Click to read more!Broadtree Partners' Leading U.S. Government MPS Company Acquired by CenterGate Capital
CHARLOTTE, N.C.--(BUSINESS WIRE)--Broadtree Partners (“Broadtree”), a lower-middle market private equity firm, announced today that its portfolio company, Cartridge Technologies, LLC (“CTI”), has been acquired by CenterGate Capital (“CenterGate”), a middle-market private equity firm. DC Advisory (“DCA”) acted as the sell-side representative for CTI. Terms of the transaction were not disclosed. “We are proud to have partnered with the CTI founders and team on what has been an incredibly successf
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Broadtree Partners is a private equity firm that acquires and grows lower middle-market companies. It partners with founder-led and family-owned businesses, providing capital, operational expertise, and experienced leadership to improve performance, scale operations, and drive long-term value creation before exit or sale.... Read More
