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BroadOak Capital Partners

Status
ACTIVE
Global HQ
Maryland, United States
Countries of investment
  • USA
  • Asia
Investment stages
  • Seed
Industries
  • Biotechnology
  • Health Tech
  • AI
  • Data Science
About
BroadOak Capital Partners is a boutique financial institution that specializes in providing direct investment and banking services specifically tailored for life sciences and biopharma services companies.
Min check size
$100K
Max check size
$2M
Fund size
NPS

Investment Thesis

BroadOak Capital Partners focuses on providing growth capital and advisory services to life sciences companies that are underserved or overlooked by traditional financial services providers. They invest in companies operating in the life sciences tools, diagnostics, and biopharma services sectors, with an emphasis on cell and gene therapy and related sectors.
Lead investor
Co Invest
Number of exits
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Manager's Experience

Possessing extensive experience in investment management, the fund manager has successfully navigated multiple sectors, including technology and healthcare. With a strong emphasis on data-driven strategies, they have overseen over 30 deals across North America and Europe, showcasing a keen ability to identify growth opportunities. Their operator-first approach has led to several notable exits, further underscoring their proficiency in venture capital and late-stage investment. A thematic focus on innovation has positioned them as a strategic leader in the competitive landscape.

BroadOak Capital Partners Contacts Information

Primary contact

Secondary contact

Team

Tim Johnson

Michael Caspani

Lars Hanan

Kyle Wilson

Daniel Friedman

Bryan Poltilove

Bill Snider

Aaron Fisher

Matthew M

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