©2025 by Broadview Management, LLC

Our Approach

A Broader View, A Different Perspective

We don’t “fit the mold” or any traditional investment model. We are different. We combine the best of private equity and family office investing to bring a wider lens, a longer horizon, and a more thoughtful partnership approach to middle-market companies interested in growing and creating significant long-term value.

How We Add Value

We back businesses with room to run – and work to support their journey. Growth is our lens, and value creation is the objective. With a long-term view and hands-on support, we help teams focus on what matters most, applying real world experience to accelerate what’s already working and unlock what’s next.

Strategy

Planning

  • Establish regular strategic planning cadence
  • Implement succession planning

 

Holistic Strategy

  • Align strategy around existing / achievable competitive advantage(s)
  • Achieve most efficient cost structure among competitive set
  • Protect and improve barriers to entry

 

Financial Goals

  • Establish three-year financial plan that aligns with strategy
  • Help manage debt facility, working capital and cash flow

Talent

Develop

  • A key differentiator from other investment models, we establish and drive leadership development program for key managers and beyond, truly investing in your people

 

Attract

  • Complement existing management team where possible
  • Leverage Broadview’s network of strategic relationships

 

Retain

  • Communicate strategy internally and to key partners
  • Establish shared vision and goals; ensure everyone in lockstep to achieve

 

Incentivize

  • Design custom incentive plans to motivate and align interests

 

Technology

Security

  • Execute comprehensive cyber-security assessment
  • Implement cutting-edge security to minimize risk

 

Systems

  • Execute eco-system evaluation and mapping
  • Identify critical upgrades and other system opportunities

 

Data

  • Develop data strategy to leverage internal and market information to build industry edge
  • Build systems to collect / organize strategically relevant data in form and structure usable by entire organization

Finance & Governance

Financial KPIs

  • Establish daily, weekly and monthly financial KPIs and dashboards

 

Reporting

  • Create robust monthly reporting package
  • Establish “rhythm of the business” with Broadview, including monthly financial calls, quarterly governance meetings, and frequent ad hoc communications

 

Professionalize

  • Establish a culture of data-driven decision making
  • Create a strong Board of Directors, focusing on shared experiences and industry relationships

Sales & Operations

Pricing

  • Evaluate pricing strategy and optimize pricing approach
  • Conduct product line and customer profitability analyses

 

Sales Channels

  • Assess and enhance digital strategy and footprint
  • Evaluate sales force structure and augment where appropriate

 

Operations

  • Establish daily, weekly and monthly operational KPIs and dashboards
  • Review supply chain structure and identify improvement areas
  • Develop or refine sourcing and purchasing strategy

Growth

Acquisitions

  • Create robust add-on target list with focus to:
    • improve efficiencies through scale
    • access new products or markets
  • Establish connection with top targets
  • Lead diligence, purchasing and integration of targets

 

Infrastructure

  • Determine optimal facility size and footprint; expand or consolidate where appropriate
  • Chart growth capex plan; focus on infrastructure to add capabilities and improve efficiencies

 

Field Notes for Owners

Drawing on years of experience with founders and business owners, we’ve put together answers to common questions for those considering a sale. From liquidity alternatives to choosing a partner, and what to expect after closing, our Q&A offers a candid look at how we view the process.

Explore FAQs