Broadtree Partners: Investor Fit
The Fit
Employed capital. Operator-led private equity: search and operate inside the firm's structure rather than raising your own fund.
At a Glance
- Lane
- Employed
- Funds
- The search phase and the deal
- Based
- Charlotte, North Carolina.
- Track Record
- An operationally focused firm buying $1M to $10M EBITDA companies and installing its own operators.
The Full Review
Broadtree Partners is reviewed in full in the directory, with its model, the searcher case for and against it, and every source: read the Broadtree Partners review.
How to Approach
Firms do not publish a term sheet you can prepare against, so this is how employed searcher (salary model) capital comes in, what it weighs, and how to arrive ready.
The Typical Arc
- A recruiting process more than a fundraise: you are applying to a program.
- A case or deal exercise and a panel with the partners who would back you.
- A salary and committed capital, in exchange for most of the equity.
What It Weighs
- Whether you can operate, since the firm is hiring a CEO.
- Fit with the firm's playbook and the cadence its portfolio runs at.
- Why you would trade ownership for a salary and a built-in backer.
How to Prepare
- Know the firm's thesis and portfolio cold. Investor Match
- Weigh salary and equity against owning outright. Path Economics
- Bring a real deal, underwritten end to end. Underwrite a Deal
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