Insights

Strategic Advisory Services Broadhaven specializes in providing high-level strategic and financial advisory services for mergers, acquisitions, restructurings, and capital structuring to a diverse client base including multinational corporations, emerging growth companies, and government entities. This indicates opportunities to offer complementary advisory tools, software, or consulting services to enhance their existing financial services capabilities.

Industry Focus & Expertise With a core focus on financial services and an emphasis on technology and finance intersection, Broadhaven is likely to be interested in innovative FinTech solutions, sector-specific data analytics, and emerging technologies such as AI or blockchain that can bolster their investment and advisory operations.

Active Investment Focus The company's active investment arm, particularly in early-stage financial technology companies like Liveoak Technologies, suggests strong potential for partnerships or investment opportunities in innovative FinTech startups, cloud-based solutions, and virtual business transformation platforms.

Leadership & Growth Recent leadership appointments of managing directors and partners indicate ongoing organizational growth and a possible openness to onboarding new strategic partners, financial tools, or management solutions that support expansion and leadership development.

Financial Health & Capacity With revenues ranging from $50 million to $100 million, Broadhaven has significant financial capacity and is likely seeking tailored financial technologies, client management solutions, or operational efficiencies that can support their substantial client advisory work and investment activities.

Broadhaven Capital Partners Tech Stack

Broadhaven Capital Partners uses 8 technology products and services including WordPress, Open Graph, Squarespace Commerce, and more. Explore Broadhaven Capital Partners's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Squarespace Commerce
    E-commerce
  • Choices
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

Broadhaven Capital Partners's Email Address Formats

Broadhaven Capital Partners uses at least 1 format(s):
Broadhaven Capital Partners Email FormatsExamplePercentage
First.Last@broadhaven.comJohn.Doe@broadhaven.com
86%
Last@broadhaven.comDoe@broadhaven.com
12%
Fir.Last@broadhaven.comJoh.Doe@broadhaven.com
1%
First.L@broadhaven.comJohn.D@broadhaven.com
1%

Frequently Asked Questions

What is Broadhaven Capital Partners's official website and social media links?

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Broadhaven Capital Partners's official website is broadhaven.com and has social profiles on LinkedIn.

What is Broadhaven Capital Partners's NAICS code?

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Broadhaven Capital Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Broadhaven Capital Partners have currently?

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As of December 2025, Broadhaven Capital Partners has approximately 50 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Operating Officer: M. L. L.Co-Founder & Partner, Broadhaven Ventures: M. S.Founder And Partner: J. V. D.. Explore Broadhaven Capital Partners's employee directory with LeadIQ.

What industry does Broadhaven Capital Partners belong to?

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Broadhaven Capital Partners operates in the Financial Services industry.

What technology does Broadhaven Capital Partners use?

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Broadhaven Capital Partners's tech stack includes WordPressOpen GraphSquarespace CommerceChoicesjQueryModernizrPHPGoogle Analytics.

What is Broadhaven Capital Partners's email format?

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Broadhaven Capital Partners's email format typically follows the pattern of First.Last@broadhaven.com. Find more Broadhaven Capital Partners email formats with LeadIQ.

When was Broadhaven Capital Partners founded?

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Broadhaven Capital Partners was founded in 2010.

Broadhaven Capital Partners

Financial ServicesNew York, United States11-50 Employees

Broadhaven is an independent investment bank serving the financial services industry. We operate as a traditional merchant bank, where strategic and financial advisory services are offered alongside our investment capital. As an independent investment bank, we provide strategic and financial advice on mergers, acquisitions, restructurings, valuation and capital structure to corporations, partnerships, institutions and governments. We offer our clients – who range from large, multinational corporations to emerging growth companies – sector expertise, deep industry relationships, and dedicated, senior-level attention. We are, first and foremost, independent, with loyalty solely to our clients. Unlike large investment and commercial banks, we do not engage in activities which present any conflicts with our clients. We are highly experienced senior advisors, providing advice based solely on our views as to what is best for our clients.

As an investor, Broadhaven focuses on early-stage opportunities within financial services and invests where technology and finance intersect. We seek to leverage our advisory expertise, substantial operating experience and our deep industry relationships to create value for our investors through long-term partnerships with exceptional companies and management teams. Our ability to assist portfolio companies in successfully navigating complex sector dynamics, developing partnerships with large institutions, evaluating acquisition-related growth opportunities, raising additional capital and selecting the optimal exit event differentiates us from other early-stage financial services investment firms.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Broadhaven Capital Partners's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Broadhaven Capital Partners's revenue is estimated to be in the range of $50M$100M

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