D. Kyle Wilson
Partner
Kyle leads the firm’s M&A advisory activities and has 25 years of investment banking experience.
Tim Johnson
Partner
Tim has over 25 years of combined private equity, investment banking and financial advisory experience.
Lars Hanan
Partner
Lars has executed over 100 transactions in a broad range of industries.
Matt McFarland
Partner
Matt leads the firm’s pharma services M&A advisory practice and has over 15 years of investment banking experience.
Anup Parikh
Operating Partner
Anup helps lead the firm’s capital investing activities focused on companies within the molecular biology and software segments.
Aaron Goldman
Operating Partner
Aaron is an Operating Partner at BroadOak where he supports the firm’s investing activities, diligence, and portfolio companies.
Trent Carrier
Operating Partner
Trent Carrier works with portfolio companies to streamline and scale operations and supports capital investment activities.
Holly Atallah
Director of Finance & Operations
Holly has two decades of investment banking, hedge fund investing and corporate development experience.
Austin Duke
Managing Director
Austin leads and supports BroadOak’s venture capital and early-stage investments.
Michael Caspani
Managing Director
Michael helps lead evaluation, execution, and portfolio management efforts for the firm’s debt and equity investments.
Daniel Friedman
Principal
Daniel specializes in portfolio management and investment execution as part of BroadOak’s growth capital investing team.
Pete Corish
Vice President of BD, Europe
Pete helps expand access to BroadOak’s expertise, capabilities and services in Europe.
Elliot Frumkin
Director of Investor Relations
Elliot cultivates relationships with BroadOak’s Limited Partners.
Royal Donigan
Analyst
Royal provides M&A transaction support to BroadOak’s Advisory team, including coordination, modeling.
Henry Dervishi
Associate
Henry specializes in portfolio management and investment execution as part of BroadOak’s growth capital investing team.
Max Weis
Associate
Max Weis specializes in portfolio management and investment execution as part of BroadOak’s growth capital investing team.
Calvin Aubrey
Senior Associate
Calvin Aubrey is a Senior Associate on BroadOak’s capital investing team specializing in portfolio management and investment execution.
Our team is focused on helping life sciences companies realize their full potential.
Dan Friedman
Principal
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