Grounded in Expertise
Driven by Experience
Proven Value

Since 2006, we have helped life sciences businesses achieve their full potential.

About BroadOak

BroadOak Capital Partners is a life sciences focused, boutique financial institution that provides direct investment through BroadOak Asset Management, and investment banking services through BroadOak Partners, to companies in the life sciences tools, diagnostics, and biopharma services sectors. BroadOak has made investments in more than 70 companies and advised on over 50 successful M&A transactions. 

Life science tools

Growth capital for the development and acceleration of successful businesses.

Services to help management teams optimize sale processes, mergers, acquisitions, and financing.

Our Track Record

Years Experience

15+

Investments & Transactions

120+

Investment Funds Raised

7

Investment Portfolio Exits

35

Our Expertise

BroadOak advises and invests in life sciences tools, diagnostics, and services companies. Each sector is highly specialized, and most traditional financial institutions do not have the experience or expertise necessary to provide a true partnership. BroadOak is different. Our in-house expertise, access to proprietary information via deep relationships and networks, and reputation built on 15 years of experience give our portfolio companies and clients results that exceed expectations.

Life Sciences Tools
Market Size: $130B

Instruments and consumables used in therapeutic discovery and development

Diagnostics
Market Size: $50B

Diagnostic tests, test components, and instruments for analysis

Biopharma Services
Market Size: $30B

Research, development, and manufacturing services for biopharma companies

Recent Investments & Advisory Transactions

Featured News

BroadOak Capital Partners is pleased to share that Rubicon Founders has invested in Horizon Infusions. BroadOak has supported

Werfen acquires Omixon

BroadOak Capital Partners advised Omixon on its sale of the company to Werfen. Omixon, a privately held company

BroadOak Capital Partners invested in PAK Biosolutions to expand their commercial and product development. The full press release