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:
- Semify, a provider of proprietary technology and AI-optimization solutions that enable digital marketing at scale.
- Sayres Defense, a mission-critical government services platform providing solutions for high-priority defense and homeland security initiatives.
- Triage Partners, a technology-enabled services and software provider for the telecom sector, focused on fiber installation, repair, and construction services.
- Seanair, a manufacturer of high-quality precision parts for aerospace & defense systems.
About the Company
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/.