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BroadOak Capital Partners
AddedFeb 15, 2024
UpdatedJun 28, 2026
BroadOak Capital Partners

BroadOak Capital Partners

Operating

BroadOak Capital Partners: A US-based investment bank offering financial advisory and capital formation services.

Location
Bethesda, MD, US
Founded
2006
Firm
Compare
Portfolio
Employees
Website

BroadOak Capital Partners specializes in investment banking services for life sciences and diagnostics companies. The firm focuses on equity and debt capital formation, mergers and acquisitions, and strategic advisory services. BroadOak typically invests in early to growth-stage companies, with investments ranging from Series A to Series C rounds.

Notable portfolio companies include Genomenon, Halo Labs, and Telesis Bio. BroadOak's expertise in the life sciences sector allows them to provide valuable insights and connections to their portfolio companies. The firm's partners bring extensive industry experience, enabling them to offer tailored financial and strategic guidance to clients in the biotechnology and healthcare sectors.

BroadOak Capital Partners - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments18
Current Portfolio Count12
Total Portfolio Exits1

Top Investment Stages

Series Unknown7 (38.9%)
Series B5 (27.8%)
Series A3 (16.7%)
Series C2 (11.1%)
Post Ipo Equity1 (5.6%)

Stage Mix

Series Unknown 39%Series B 28%Series A 17%Series C 11%Post Ipo Equity 6%

Concentration shown as share of disclosed investments by stage.

Recent Investments

S2 Genomics logo

S2 Genomics

Telesis Bio logo

Telesis Bio

PBS Biotech logo

PBS Biotech

Sanguine logo

Sanguine

Halo Labs logo

Halo Labs

seqWell logo

seqWell

Genomenon logo

Genomenon

Avidien Technologies logo

Avidien Technologies

PhenoVista Biosciences logo

PhenoVista Biosciences

Kromatid logo

Kromatid

Bioinformatics logo

Bioinformatics

LabConnect logo

LabConnect

Azenta logo

Azenta

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BroadOak Capital Partners - Classification

Also Known As
  • Broadoak Capital Partners LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified