Advisory Services

Since the firm’s founding in 2006, BroadOak has successfully closed over 50 life sciences related M&A engagements. We have built on that experience to provide a comprehensive range of services with objective and actionable advice.

BroadOak Partners’ Strengths

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

Superior Analytical Depth
Our experience includes structuring and negotiating complex transactions with a strong grounding in valuation

Investment Banking Advisory Services

  • Mergers and Acquisitions
  • Sell-side and Buy-side Advisory
  • Equity, Debt and Mezzanine Capital Formation
  • Leveraged Transactions; Recapitalizations
  • Valuations and Fairness Opinions
  • Financial Strategic Advisory Services

BroadOak Partners is the registered broker dealer subsidiary of BroadOak Capital Partners and is a member of the Financial Industry Regulatory Authority (FINRA), as well as the Securities Investor Protection Corporation (SIPC).