Charlotte-based private equity firm Broadtree Partners has successfully acquired Triage Partners, a leading technology-enabled software and service provider specializing in the telecom and reverse logistics sectors. This strategic acquisition aims to leverage Triage Partners’ innovative solutions and Broadtree’s operational expertise to drive further growth and expand market reach. Alongside the acquisition, James Han has been appointed as the new President of Triage Partners, signaling a fresh chapter of leadership and innovation for the company.
Triage Partners has carved a niche by offering tailored solutions to telecommunications and logistics companies. Their cloud-based software platform is designed for seamless integration, optimizing workflows and delivering actionable business intelligence. This empowers organizations to significantly improve customer service, enhance profitability, and streamline operational efficiencies through customized solutions.
Dennis Ayo, Executive Vice President at Triage, expressed enthusiasm about the partnership, stating, “I’m thrilled to be partnered with Broadtree, they embraced Triage’s approach as a customer centric flexible supplier for our global customers.” This sentiment underscores the shared vision for customer-centric solutions and global expansion.
Johannes Zwick, Managing Partner at Broadtree, highlighted the strategic rationale behind the acquisition. “Over the last 20 years, Patricia Dominguez has built a first-class business serving the telecommunications and logistics markets. We’re thrilled to partner with Pat and the rest of the Triage leadership team. I’m also excited about James joining the team as President to add additional horsepower to an already successful company. We’re looking forward to supporting the company’s next stage of growth as both the telecommunications and logistics industries are poised to expand far into the future,” Zwick commented. This reflects Broadtree’s confidence in Triage Partners’ existing foundation and future potential within growing industries.
Broadtree Partners’ investment strategy centers on collaborating with talented executives in the small to medium-sized business segment. Their approach focuses on maximizing value while preserving the acquired company’s legacy and core values. Broadtree offers flexible acquisition structures, including operational partnerships and structured leadership transitions, making them an attractive partner for businesses seeking growth and continuity.
Patricia Dominguez, Founder of Triage Partners, also shared her positive outlook on the acquisition: “We are excited to partner with Broadtree to accelerate the expansion of our technology-enabled services and the globalization of our software as a service business. Broadtree’s strategy is aligned with Triage’s approach to delivering innovative data-driven solutions for our customers.” This alignment in strategic vision is crucial for a successful partnership and future growth trajectory of triage partners.
Echoing this sentiment, Pat Voelker, Vice President at Broadtree, added, “We are delighted to carry forward the legacy of solving critical problems for clients, established by Pat and Dennis. We believe that James, and the entire Triage team, will continue to create innovative solutions and produce outstanding results for clients across the telecommunications and logistics industries.”
The newly appointed President, James Han, brings 12 years of experience in building teams and scaling operations in high-growth technology environments. His prior roles include launching and scaling initiatives at Bird and Lyft, and leading operations teams at CoreLogic. Han’s background also includes service as a Captain in the United States Marine Corps.
James Han expressed his enthusiasm for his new role: “What stood out about Triage was the rare combination of providing outsourcing solutions for 20 years and the innovation to recently launch a proprietary software product that meets the changing needs for their customers. I’m honored to join the team as President and partner with Pat and Dennis on this next chapter of growth,” Han stated. His focus will be on leveraging the strong foundation of triage partners and driving innovation to meet evolving customer demands.
Broadtree Partners, headquartered in Charlotte, NC, operates with an operator-centric model, focusing on lower-middle market companies. Their approach involves close collaboration with business owners throughout the acquisition and transition phases. Broadtree aims to foster sustainable, long-term growth while upholding the core values of their partner companies. More information about Broadtree Partners can be found at www.broadtreepartners.com.
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