04/30/2026 | Press release | Distributed by Public on 04/30/2026 08:54
William Blair acted as exclusive financial advisor to Broadtree Partners, LLC (Broadtree) in connection with its successful closing of a multi-asset continuation fund (the Continuation Fund) with approximately $240 million of total commitments. William Blair also arranged a fund financing facility for Broadtree and the continuation fund in connection with the transaction closing. The transaction closed in March 2026 and provided shareholder liquidity and committed follow-on equity for growth investments in four existing, high-performing Broadtree portfolio companies, including:
Broadtree, based in Charlotte, NC, is a lower middle market private equity firm focused on business services, government services, healthcare services, and technology. Central to Broadtree's strategy is a commitment to identify and partner with talented operating executives to drive value while preserving legacy and core values through flexible acquisition arrangements ranging from operational partnerships to seamless, coordinated leadership transition solutions. For more information, please visit https://broadtreepartners.com/.