Advisory Services

Investment Banking Advisory Services

  • Mergers and Acquisitions
  • Sell-side and Buy-side Advisory
  • Equity, Debt and Mezzanine Capital Formation
  • Leveraged Transactions; Recapitalizations
  • Valuations and Fairness Opinions
  • Financial Strategic Advisory Services

BroadOak Partners is the registered broker dealer subsidiary of BroadOak Capital Partners and is a member of the Financial Industry Regulatory Authority (FINRA), as well as the Securities Investor Protection Corporation (SIPC).


BroadOak Partners’ Strengths

Objective Advice: Our advice and transaction guidance are based on the belief that our clients are our long term partners –
we never forget who our clients are

Industry Knowledge and Access: Our team has access to and credibility with senior level decision-makers at leading life sciences companies

Senior Level Attention: Our senior partners manage the day-to-day elements of each transaction and work side by side with
our clients to achieve creative and relevant solutions

Superior Analytical Depth: Our experience includes structuring and negotiating complex transactions with a strong grounding in valuation