Advisory Services

BroadOak Partners provides a wide array of investment banking 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, formerly NASD), as well as the Securities Investor Protection Corporation (SIPC).

BroadOaks 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