Advisory Transactions




BroadOak Partners' Strengths
BroadOak Partners has successfully completed more than 50 life sciences-related engagements over our 20-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
Mergers
& Acquisitions
Sell-Side &
Buy-Side Advisory
Equity, Debt, and
Mezzanine Capital
Leveraged Transactions
& Recapitalizations
Valuations
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.

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