Broadtree Partners is an operationally focused lower middle market private equity firm that seeks to acquire $1-5MM companies where they can install their leadership teams into the companies. 

Venture Capital

Broadtree Partners

Broadtree Partners' headquarters in Charlotte, NC, United States

David Slenzak

Patrick Briggs

Annie Smith

Johannes Zwick

Josh Summer

Bryan da Frota

Eric Thome

Mohamed Elshorbagy

Matthew Gold

Brad Batten

Miguel Vasquez-Lavado

James Han

Michael D'angelo

The Leadership Team at Broadtree Partners is responsible for setting the strategic direction of the firm and overseeing the operational execution of portfolio companies. Comprising seasoned executives and managing partners, the team focuses on integrating their leadership expertise into acquired businesses to drive growth, improve efficiencies, and maximize value for investors in the lower middle market. Their collaborative approach ensures that each company receives tailored guidance and support to achieve sustainable success.

Leadership Team

The Finance Team at Broadtree Partners is responsible for managing financial operations, ensuring accurate reporting and analysis of portfolio company performance. They support investment decision-making by conducting financial due diligence, creating financial models, and overseeing budgeting and forecasting processes. The team also ensures compliance with financial regulations and maintains the overall financial health of the firm and its acquired companies.

Finance Team

This department provides expert guidance and strategic advice to support decision-making and enhance organizational effectiveness.

Advisory Services

This department oversees strategic planning and operational execution across the organization.

Operational Leadership

This department handles all financial planning, management, and reporting activities within the organization.

Finance Department

This department focuses on managing and optimizing talent acquisition and operational practices within the organization.

Broadtree Partners

Org chart

Board & advisors

Teams

Leadership Team

Finance Team

Advisory Services

Operational Leadership

Finance Department

Talent Operations

Offices

Broadtree Partners

Org chart

Board & advisors

Teams

Leadership Team

Finance Team

Advisory Services

Operational Leadership

Finance Department

Talent Operations

Offices

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