Insights

Growth Opportunites Active acquisitive firm targeting lower middle-market companies with EBITDA of 1-10M and hands-on leadership install; potential targets include family-owned and founder-led businesses in plumbing services, software-enabled services, and niche manufacturing.

Recent Acquisitions Recent deal activity including Acme Plumbing Co. and The CFO Project signals continued M&A momentum; potential sellers may be receptive to exit opportunities and value-enhancing combinations.

Industry Focus Portfolio interests across plumbing services, software as a service and integrated tech-enabled services, aerospace/defense, government services; cross-sell opportunities with back-office integrations, financial planning, and operational improvements.

Leadership Insertion Strategy emphasizes installing leadership teams into portfolio companies, suggesting a need for operating partners, interim management, and executive-level collaborations to accelerate integration and value creation.

Technology Stack Utilizes LinkedIn Ads, Pardot, WordPress, Shopify and collaboration tools; open to modern martech and CRM enhancements in portfolio companies to improve marketing, e-commerce, and customer data capabilities.

Broadtree Partners, LLC Tech Stack

Broadtree Partners, LLC uses 8 technology products and services including LinkedIn Ads, WordPress, Shopify, and more. Explore Broadtree Partners, LLC's tech stack below.

Broadtree Partners, LLC Email Formats	Example	Percentage
FLast@broadtreepartners.com	JDoe@broadtreepartners.com	100%

Broadtree Partners, LLC Email Formats

Example

Percentage

FLast@broadtreepartners.com

JDoe@broadtreepartners.com

100%

Frequently Asked Questions

What is Broadtree Partners, LLC's phone number?

You can contact Broadtree Partners, LLC's main corporate office by phone at

+1-469-415-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Broadtree Partners, LLC's official website and social media links?

Broadtree Partners, LLC's official website is broadtreepartners.com and has social profiles on LinkedIn.

How much revenue does Broadtree Partners, LLC generate?

As of October 2026, Broadtree Partners, LLC's annual revenue is estimated to be $10M - $25M.

What is Broadtree Partners, LLC's NAICS code?

Broadtree Partners, LLC's NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Broadtree Partners, LLC have currently?

As of October 2026, Broadtree Partners, LLC has approximately 18 employees across 2 continents, including North America and Europe. Key team members include Chief Financial Officer & Chief Compliance Officer: J. A., Operating Partner And Principal: A. D. and Principal Operating Partner: M. V. Explore Broadtree Partners, LLC's employee directory with LeadIQ.

What industry does Broadtree Partners, LLC belong to?

Broadtree Partners, LLC operates in the Venture Capital and Private Equity Principals industry.

What technology does Broadtree Partners, LLC use?

Broadtree Partners, LLC's tech stack includes LinkedIn Ads, WordPress, Shopify, Google Workspace, Microsoft 365, ZoomInfo, Pardot and WP Engine.

What is Broadtree Partners, LLC's email format?

Broadtree Partners, LLC's email format typically follows the pattern of FLast@broadtreepartners.com. Find more Broadtree Partners, LLC email formats with LeadIQ.

When was Broadtree Partners, LLC founded?

Broadtree Partners, LLC was founded in 2016.

Broadtree Partners, LLC

Q: How many employees does Broadtree Partners, LLC have currently?

Broadtree Partners, LLC has approximately 18 employees.

Q: What technology does Broadtree Partners, LLC use?

Broadtree Partners, LLC's tech stack includes Bootstrap, PHP, Twemoji, Font Awesome, Moment.js.

Q: What is Broadtree Partners, LLC's NAICS code?

Broadtree Partners, LLC's NAICS code is 52391 (Miscellaneous Intermediation).

Venture Capital and Private Equity PrincipalsNorth Carolina, United States11-50 Employees

Broadtree Partners, LLC is a private equity firm headquartered in Charlotte, North Carolina, that concentrates on operational value creation in the lower middle market. The firm targets companies with EBITDA in the range of one to ten million and seeks to place its leadership teams inside the portfolio companies to improve performance. 

Owners considering a sale can contact opportunities at broadtreepartners.com to explore potential options. The firm also invites experienced professionals to join as Operating Partners and to share their background and LinkedIn profile via the same email address. In early January 2026, Broadtree Partners acquired ACME Plumbing Company, a fourth-generation family-owned plumbing services business based in Durham, North Carolina.

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