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Office Locations:
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2000 Sierra Point Parkway, Suite 101
Brisbane, CA 94005
Phone: 415-697-1218
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Life Sciences & Healthcare
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BroadOak Capital Partners is a privately held investment bank with a comprehensive focus on the life sciences industry. The firm offers advisory services including mergers and acquisitions, divestitures, business combinations, capital formation, valuations and fairness opinions. BroadOak has participated in over 56 investments in the public and private markets. The firm currently seeks opportunities to invest growth capital into companies within its industry focus through its affiliate, BroadOak Fund III.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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