{"name":"BroadOak Capital Partners","domain":"broadoak.com","url":"https://optimly.ai/brand/broadoak-capital-partners","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"BroadOak Capital Partners is a life sciences-focused boutique financial institution providing direct investment and investment banking services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"}]},{"header":"Identity","sections":[{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://broadoak.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Direct investment and growth capital\nInvestment banking and M&A advisory\nSale process optimization\nMerger and acquisition advisory\nFinancing advisory\nPortfolio management\nInvestment diligence\nSupport for life sciences portfolio companies","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"BroadOak Asset Management direct investment\nBroadOak Partners investment banking services\nGrowth capital\nAdvisory services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Life sciences infrastructure, including life science tools, services, manufacturing, pharma tech, health tech, molecular biology, software, complex biological models, and cell therapy.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Companies and management teams across life sciences infrastructure.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Successful life sciences businesses seeking growth capital, investment, M&A advisory, sale process support, financing, or other strategic transaction services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Development and acceleration of successful businesses\nGrowth capital investment\nSale process optimization\nMergers and acquisitions\nFinancing\nInvestment diligence\nPortfolio company support\nLife science tools portfolio management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Access to growth capital\nSupport for business development and acceleration\nOptimized sale processes\nAdvisory support for mergers and acquisitions\nFinancing support","source_type":"1p_website","source_label":"Brand's website","source_url":"https://broadoak.com","updated_at":"2026-11-10T23:32:15.596033+00:00"}]}],"last_refreshed_at":"2026-11-10T23:32:15.604094+00:00","last_changed_at":"2026-11-10T23:32:15.616378+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=81257c86-d6a8-48ac-b47e-cef5d2aa22e1"}