BroadOak Capital Partners
BroadOak Capital Partners is a boutique financial institution founded in 2006 that provides growth capital through BroadOak Asset Management and investment banking/advisory services through BroadOak Partners. The firm focuses on life sciences research tools, diagnostics, and biopharma services, and positions itself as an active partner for commercial-stage and growth-stage companies that are underserved by traditional capital providers.
BroadOak Capital Partners
Services
Direct Growth Capital (Debt & Equity)
Provides flexible debt and equity investments for commercial-stage life sciences companies; includes investments from BroadOak Asset Management and Fund V as well as special purpose vehicles.
Investment Banking & M&A Advisory
Sell-side and buy-side advisory, mergers & acquisitions, valuations, and strategic financial advisory for life sciences companies.
Fund Management (Fund V and BioTools Venture Fund)
Management of institutional/co-investment funds including Fund V (launched 2021) and the BioTools Venture Fund (launched 2022 in collaboration with DeciBio) targeting growth and pre-commercial biotools companies.
Operational & Portfolio Support
Operational support, portfolio management, and strategic introductions to industry executives; operating partners assist companies with scaling, operations, and commercial execution.
Capital Raises and Placement Agent Services
Assistance raising equity, debt, and mezzanine capital and acting as placement agent for transactions.
Direct Growth Capital (Debt & Equity)
Provides flexible debt and equity investments for commercial-stage life sciences companies; includes investments from BroadOak Asset Management and Fund V as well as special purpose vehicles.
Investment Banking & M&A Advisory
Sell-side and buy-side advisory, mergers & acquisitions, valuations, and strategic financial advisory for life sciences companies.
Fund Management (Fund V and BioTools Venture Fund)
Management of institutional/co-investment funds including Fund V (launched 2021) and the BioTools Venture Fund (launched 2022 in collaboration with DeciBio) targeting growth and pre-commercial biotools companies.
Operational & Portfolio Support
Operational support, portfolio management, and strategic introductions to industry executives; operating partners assist companies with scaling, operations, and commercial execution.
Capital Raises and Placement Agent Services
Assistance raising equity, debt, and mezzanine capital and acting as placement agent for transactions.
Portfolio
Provides cGMP cell lines and the panCELLa platform to reduce time and cost for stem cell therapeutics; BroadOak led a fundraising round announced Dec 21, 2023.
#Cell therapy tools and services
Raised $12M Series A (Jun 17, 2024) with BroadOak as an investor to expand continuous biomanufacturing product line; products target automated continuous processing for biologics.
#Continuous biomanufacturing equipment
BroadOak BioTools Venture Fund invested to support Hydropore development for non-viral delivery (Apr 12, 2023).
#Non-viral intracellular delivery / cell therapy enabling tools
Operates outpatient infusion centers; Rubicon Founders invested in Feb 2025 with BroadOak remaining a minority investor.
#Ambulatory infusion centers / healthcare services
Developer of Aura platform for particle analysis in cell, protein, and gene therapies; acquisition by Waters announced May 21, 2025.
#Analytical imaging technologies for therapeutic product particle analysis
Acquired EuroAPI UK (commercial spray drying facility) announced Jun 30, 2025; acquisition expands GMP-compliant manufacturing capacity.
#CDMO / particle processing and delivery technologies
Provides cGMP cell lines and the panCELLa platform to reduce time and cost for stem cell therapeutics; BroadOak led a fundraising round announced Dec 21, 2023.
#Cell therapy tools and services
Raised $12M Series A (Jun 17, 2024) with BroadOak as an investor to expand continuous biomanufacturing product line; products target automated continuous processing for biologics.
#Continuous biomanufacturing equipment
BroadOak BioTools Venture Fund invested to support Hydropore development for non-viral delivery (Apr 12, 2023).
#Non-viral intracellular delivery / cell therapy enabling tools
Operates outpatient infusion centers; Rubicon Founders invested in Feb 2025 with BroadOak remaining a minority investor.
#Ambulatory infusion centers / healthcare services
Developer of Aura platform for particle analysis in cell, protein, and gene therapies; acquisition by Waters announced May 21, 2025.
#Analytical imaging technologies for therapeutic product particle analysis
Acquired EuroAPI UK (commercial spray drying facility) announced Jun 30, 2025; acquisition expands GMP-compliant manufacturing capacity.
#CDMO / particle processing and delivery technologies