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Investment Banking Advisory

Objective Advice, Industry Expertise, Trusted Partner

BroadOak Partners' Strengths

BroadOak Partners has successfully completed more than 50 life sciences-related engagements over our 15-year history. Our investment banking advisory practice through BroadOak Partners provides a comprehensive range of services with objective and actionable advice.

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.

Analytical Depth

Our experience includes structuring and negotiating complex transactions with a strong grounding in valuation.

Investment Banking
Advisory Services

& Acquisitions

Sell-Side &
Buy-Side Advisory

Equity, Debt, and
Mezzanine Capital

Leveraged Transactions
& Recapitalizations


Strategic Financial
Advisory Services

Advisory Approach

BroadOak Partners provides the customized attention of an advisory boutique with the expertise of a larger firm. Our experience structuring and negotiating complex transactions, combined with in-depth industry knowledge, provides superior results for our clients. Our life sciences focus enables us to successfully connect private companies with larger acquirors, and it ensures that we remain current on the latest dynamics in the life sciences M&A market.

Advisory Transactions

We believe true success for our companies comes from supporting the management team first.

Robert Wicke
Operating Partner

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Our Clients

BroadOak has advised over 50 clients with outstanding results. Get to know our clients.