BroadOak Capital Partners

Tagline Brand's website · 2026-11-10

BroadOak Capital Partners is a life sciences-focused boutique financial institution providing direct investment and investment banking services.

Description Brand's website · 2026-11-10

BroadOak Capital Partners provides direct investment through BroadOak Asset Management and investment banking services through BroadOak Partners to companies across life sciences infrastructure, including tools, services, manufacturing, pharma tech, and health tech. The firm reports more than 20 years of experience, over $500 million under management, investments in more than 90 companies, and over 50 successful M&A transactions advised.

Founders & leadership Brand's website · 2026-11-10

BroadOak's team includes Bill Snider, Partner leading growth capital investing; D. Kyle Wilson, Partner leading M&A advisory; Tim Johnson, Partner with M&A, private equity, and healthcare operating experience; Lars Hanan, Partner; Matt McFarland, Partner leading the pharma services M&A advisory practice; Austin Duke, Partner supporting venture capital and early-stage activities; Anup Parikh, Operating Partner leading capital investing activities in molecular biology and software; Aaron Goldman, Operating Partner supporting investing, diligence, and portfolio companies focused on complex biological models and cell therapy; Trent Carrier, Operating Partner; Michael Caspani, Managing Director; Daniel Friedman, Managing Director leading life science tools coverage and portfolio management; Pete Corish, Vice President of BD, Europe; Henry Dervishi, Associate; Calvin Aubrey, Vice President; Matthew Biggs, Vice President; Ramona Zhang, Vice President leading data and AI strategy; Max Weis, Senior Associate; Arslan Kellou, Senior Analyst; and Amanda Newport, Senior Staff Accountant.

Website Brand's website · 2026-11-10

https://broadoak.com

Problem solved Brand's website · 2026-11-10

BroadOak provides growth capital and advisory support to help life sciences companies develop and accelerate their businesses, optimize sale processes, complete mergers and acquisitions, and secure financing.

Core capabilities Brand's website · 2026-11-10

• Direct investment and growth capital
• Investment banking and M&A advisory
• Sale process optimization
• Merger and acquisition advisory
• Financing advisory
• Portfolio management
• Investment diligence
• Support for life sciences portfolio companies

Products / SKUs Brand's website · 2026-11-10

• BroadOak Asset Management direct investment
• BroadOak Partners investment banking services
• Growth capital
• Advisory services

Target industry Brand's website · 2026-11-10

Life sciences infrastructure, including life science tools, services, manufacturing, pharma tech, health tech, molecular biology, software, complex biological models, and cell therapy.

Customer base Brand's website · 2026-11-10

Companies and management teams across life sciences infrastructure.

Ideal customer profile Brand's website · 2026-11-10

Successful life sciences businesses seeking growth capital, investment, M&A advisory, sale process support, financing, or other strategic transaction services.

Use cases Brand's website · 2026-11-10

• Development and acceleration of successful businesses
• Growth capital investment
• Sale process optimization
• Mergers and acquisitions
• Financing
• Investment diligence
• Portfolio company support
• Life science tools portfolio management

Customer outcomes Brand's website · 2026-11-10

• Access to growth capital
• Support for business development and acceleration
• Optimized sale processes
• Advisory support for mergers and acquisitions
• Financing support