Bradley Batten Email & Phone Number

Broadtree Partners is a lower middle market private equity firm looking to acquire businesses with $1 to 5 million in EBITDA. We are focused on providing entrepreneurs and business owners the opportunity to exit their companies smoothly and transition leadership to a new, capable management team ready to preserve their legacy. We use a unique operator centric model and recruit high caliber operators / executives in residence to run our acquired companies.We are very aware and mindful of the need to protect business owners' legacies both to their teams, their communities, and their families. We are operators who understand how important it is to be contributors to the communities who enable businesses to be successful and are excited to be a part of it.

Charlotte, North Carolina Area

Zwick Partners LP is a Charlotte-based Single Family Office investment vehicle. We make investments in high quality private market business opportunities, typically equity capital in the form of buyouts, growth capital, or re-capitalizations. We look for situations that we can thoroughly understand as well as people that we can fully trust. Although we target equity investments we have experience investing in other parts of the capital structure. - Responsible for the build out of the Zwick Partners micro-cap private equity strategy - Manage all aspects of the transaction life cycle from sourcing and origination to post-close monitoring and board governance; specific focus on sourcing, due diligence, and deal execution - Frequent speaker at alternative investment conferences focused on lower middle market private equity, independent sponsors, family offices, and private wealth management

Charlotte, North Carolina Area