# BroadOak Capital Partners

BroadOak Capital Partners is a Private Equity based in Bethesda, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.broadoak.com
- **LinkedIn:** https://www.linkedin.com/company/broadoak-capital-partners

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Life sciences tools, diagnostics, and biopharma services

## People

- 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

## 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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Updated: 2026-08-11T15:06:20.694Z

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