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BroadOak Capital Partners
BroadOak Capital Partners is a life sciences focused, boutique financial institution that provides direct investment through BroadOak Asset Management, and...
Overview
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. The firm advises and invests in life sciences tools, diagnostics, and services companies.
General information
Firm type
Private Equity
Year founded
2006
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, MD, United States
Principals
Bill Snider
Partner
D. Kyle Wilson
Partner
Tim Johnson
Partner
Lars Hanan
Partner
Anup Parikh
Operating Partner
Aaron Goldman
Operating Partner
Trent Carrier
Operating Partner
Holly Atallah
Director of Finance and Operations
Michael Caspani
Managing Director
Daniel Friedman
Managing Director
Pete Corish
Vice President of BD, Europe
Henry Dervishi
Associate
Calvin Aubrey
Vice President
Max Weis
Senior Associate
Bill Snider
Partner; leads growth capital investing
Tim Johnson
Partner
Daniel Friedman
Managing Director on growth capital investing team
Michael Caspani
Managing Director
Calvin Aubrey
Vice President on growth capital investing team
Sector focus
Frequently asked questions
What investment stages does BroadOak Capital Partners target?
The firm's self-reported strategy spans divestitures, early-stage, late-stage/growth, general venture, and venture debt. This multi-stage mandate is unusually broad. No public details clarify whether these stages are executed through separate funds or a single flexible vehicle.
Does BroadOak Capital Partners participate in fund commitments or only direct deals?
The firm has not disclosed whether it makes fund commitments or exclusively pursues direct investments and venture debt. Its stated strategy offers no clarity on this structural point.
What is BroadOak Capital Partners' known posture on co-investments alongside external GPs?
BroadOak has not made any public statement regarding co-investment practices. Without a disclosed track record or investor base, its willingness to co-invest alongside other managers is unknown.
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