BroadOak Capital Partners
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.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| PBS Biotech | Jan 2025 | Growth Equity | Co-investor |
| Axol Bioscience | Jan 2026 | Early Funding | Lead |
| Indee Labs | Apr 2023 | Strategic | Lead |
| Science and Medicine Group | Nov 2018 | Series B | Co-investor |
| RoosterBio | Jul 2024 | VC Round | Lead |
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Key People
Bill Snider
Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is BroadOak Capital Partners based?
BroadOak Capital Partners is headquartered in Bethesda, Maryland, United States.
When was BroadOak Capital Partners founded?
BroadOak Capital Partners was founded in 2006.
How many portfolio companies does BroadOak Capital Partners have?
BroadOak Capital Partners has 32 portfolio companies in Caplight's dataset.
What are some companies in BroadOak Capital Partners's portfolio?
Portfolio companies visible on Caplight include PBS Biotech, Axol Bioscience, Indee Labs, Science and Medicine Group, RoosterBio.
What was BroadOak Capital Partners's most recent investment shown here?
BroadOak Capital Partners's most recent investment in this portfolio sample was in Axol Bioscience in 2026.
What sectors does BroadOak Capital Partners focus on?
BroadOak Capital Partners focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Energy & Sustainability, Enterprise Software, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech.
What company stages does BroadOak Capital Partners focus on?
BroadOak Capital Partners typically invests at the MultiStage stage.
What is BroadOak Capital Partners's AUM?
BroadOak Capital Partners's assets under management are estimated between $250.0M and $500.0M.