Broadtree Partners, LLC

The accounting firms doing well in five years won't be the ones that automated compliance the fastest. They'll be the ones that moved up to advisory work. Here's the pattern we're seeing: 🟢 Compliance keeps getting cheaper as software improves 🟢 Clients still pay well for guidance on decisions 🟢 The firms that add advisory hold their margins A quick gut check: if half your compliance work disappeared next year, what would clients still pay you for? That answer is your advisory offer. What would yours be?

William Blair acted as exclusive financial advisor to Broadtree Partners, LLC (Broadtree Partners, LLC) in connection with the raising of its multi-asset continuation fund to acquire Viking35, LLC (Sayres Defense), Semify Holdings, LLC (Semify), Triage Partners, LLC (Triage Partners, LLC), and Seanair Holdings, LLC (Seanair). William Blair also arranged a fund financing facility for Broadtree and the continuation fund in connection with the transaction closing. The transaction was oversubscribed and closed in March 2026 and highlights William Blair’s ability to structure and efficiently execute customized solutions for its clients. Learn more: https://lnkd.in/dkdFZJkV Press release: https://lnkd.in/e9v2tTK3

Broadtree Partners Announces $240 Million Multi-Asset Continuation Fund Broadtree Partners, a premier lower middle-market private equity firm specializing in providing first institutional capital and operating resources to US-based services businesses through control investments, announced the successful closing of a multi-asset continuation fund with approximately $240 million of total commitments. The Continuation Fund closed in March 2026 and was formed to provide shareholder liquidity and committed follow-on equity for growth investments in four existing, high-performing Broadtree portfolio companies, including: • Semify - AI optimization solutions enabling digital marketing at scale • Sayres Defense - Mission-critical government services for defense and homeland security • Triage Partners - Tech-enabled services supporting fiber installation, repair, and maintenance • Seanair - Precision manufacturing for aerospace & defense systems The portfolio reflects Broadtree’s deep expertise in Government Contracting, Tech-Enabled Services, and Marketing Technology & Services. These companies have scaled significantly since Broadtree’s initial acquisition, and Broadtree believes the investments completed to date to enhance the companies’ capabilities, leadership teams, customer partnerships and geographic footprints position them well to continue to generate strong growth. The transaction provides these companies with additional capital to execute on organic growth initiatives and accretive M&A. The Continuation Fund, managed by Broadtree, was led by Adams Street Partners, and included additional commitments from both new and existing Broadtree investors. “We are excited to partner with Adams Street on this important transaction. We share a vision and high conviction for these businesses, and we are excited to have like-minded partners for the next chapter. Additionally, we are grateful for the support of our existing investors and excited to have many of them reinvesting in the Continuation Fund. We look forward to working hand-in-hand with our management teams to build off a highly successful first chapter, and continue scaling these companies.” - Brad Batten, Broadtree Managing Partner "We target secondary investment opportunities with high-growth businesses alongside experienced, well-aligned managers. We are excited to partner with Broadtree on this transaction, which aligns well with our strategy and provides the portfolio companies with additional capital and time to support their next phase of growth." - Joe Goldrick, Adams Street Partner William Blair served as exclusive financial advisor to Broadtree and placement agent for the Continuation Fund. Kirkland & Ellis LLP and Holland & Knight LLP served as legal advisors to Broadtree Partners and the portfolio companies. Jones Day served as legal advisor to Adams Street Partners. https://lnkd.in/e9v2tTK3

Triage has a ton of projects upcoming and we’re looking for experienced telecom construction partners to help us get it done. If you’ve got your own crews, equipment, and a track record of getting projects across the finish line, we want to connect. We’re building a network of reliable partners nationwide who are ready to jump into active projects and keep things moving. What you can expect working with Triage: • Consistent pipeline of work • Organized project management • Fast, reliable communication • A team that knows how to execute We’re not just looking for subs, we’re looking for long-term partners. If that sounds like your company, let’s talk. https://lnkd.in/e73JB3Tu #TriagePartners #TelecomConstruction #FiberBuild #OSPConstruction #BroadbandDeployment #Subcontractors #ConstructionPartners #TelecomJobs #Infrastructure #NowHiring #JCS #Benton

Broadtree Partners is excited to announce our acquisition of Suitebriar! Founded in 2010, Suitebriar is a leading Google Cloud Premier Partner specializing in Google Workspace migrations, Google Cloud Platform (GCP) modernization, and AI transformation services for mid-market and enterprise organizations. Suitebriar guides customers through their cloud and AI journeys and has successfully migrated more than one million users across 1,000+ organizations. Congratulations to our Broadtree Operating Partner, Joshua Summer, who will be assuming the role as the company’s new Co-CEO alongside Christopher L. Jones (Co-CEO), as well as our Broadtree Partners investment team members, David Slenzak and Garren Keane-Robbins, for their hard work and contributions throughout the transaction process. Learn more about the investment here: https://lnkd.in/eYPs7AK8

We’re not slowing down, and neither is the demand. The Triage Family of Companies is seeing an influx of telecom construction work across the country, and we’re looking for the right partners to grow with us. If your team is built on quality, accountability, and a drive to scale, we want to connect. This is an opportunity to plug into consistent work, expand your footprint, and build something long-term alongside a team that values how the job gets done. Let’s build America’s networks...the right way. Reach out to start the conversation. #TriagePartners #Telecom #Construction #Fiber #Broadband #Infrastructure #PartnerWithUs #NowHiring #BentonTechnical #JCSInc #CorpToCorp #Subcontractors

We’re excited to share that our very own team will be attending Manifest next week, and they're looking forward to connecting with industry leaders, partners, and peers from across the supply chain and logistics space. If you’ll be there too, make sure to connect and have a conversation about what’s next for the industry. See you at Manifest! Seana O’LearyTraci (Nance) Parrish Christopher Bleess Triage Integrated Supply Chain #ManifestVegas #TradeShow #SupplyChain #Logistics #IndustryEvents #Networking #TriagePartners

Broadtree Partners is excited to announce our acquisition of ACME Plumbing Co.! Founded in 1947 and based in Durham, NC, ACME is a fourth-generation commercial and residential plumbing services provider serving the greater Triangle market in NC. The company's reputation is built on decades of high-quality customer service and workmanship. ACME’s leadership team is enthusiastic about leading the company into its next chapter post-close. Congratulations to our Broadtree Operating Partner, Tripp Andracchio, who will be assuming the role as the company’s new CEO, as well as our Broadtree Partners investment team members, Bradley Batten , Ryan Adler, and Elliot Fantino, for their hard work throughout the transaction process. We are excited to partner with the ACME team on its next phase of growth. Learn more about the investment here: https://lnkd.in/exXSSadX

We are excited to announce that Triage Partners, LLC, a Broadtree Partners portfolio company, has acquired both Benton Technical Services and J. Carlson Services (JCSinc.). Benton is a turnkey telecommunications services provider specializing in fiber, coax, aerial, underground, and fiber-to-the-home (FTTH) installations. JCS is a turnkey telecommunications services provider specializing in fiber outside plant (OSP) construction, splicing, and FTTH installations. Benton and JCS are the first companies to join Triage in its mission to build a national leader in telecom services. With the addition of Benton and JCS, Triage is well positioned to drive continued growth as a leading national provider of end-to-end fiber infrastructure services, offering full turnkey solutions to its customers in urban and rural markets across the country. Benton and JCS’s leadership teams will remain in place to support the shared vision and continuity of the combined businesses. We are excited for what lies ahead with our new partners and additions to the Triage family of companies. Congratulations to James Han (Triage CEO and Broadtree Operating Partner), Daniela Tomusko-Yoder (Triage CFO), and our Broadtree investment team members, Johannes Zwick and Elliot Fantino, in their collective team work to close these highly strategic and transformational acquisitions for the company. Learn more about the acquisitions here:  https://lnkd.in/egU9AfRh

We are excited to announce our newest addition to the Broadtree Partners portfolio, The CFO Project! The CFO Project provides a vital solution to the rapidly growing demand for high-end fractional financial leadership. The company’s scalable, digital-first model has driven impressive historical growth, positioning it perfectly for Broadtree’s value creation roadmap. Congratulations to our Broadtree Operating Partner, Dyanna S., who will be embarking on her next chapter as the company’s new CEO, as well as our Broadtree investment team members, Johannes Zwick and Garren Keane-Robbins for their hard work in getting this transaction over the finish line. Learn more about the investment here: https://lnkd.in/ewCJNXKt