Insights

Portfolio Growth BroadOak maintains an active life-sciences portfolio across research tools, diagnostics, and biopharma services, signaling ongoing expansion needs in portfolio companies such as Axolbio and S2 Genomics. Position as a strategic partner for manufacturing scale-up, product development, and go-to-market collaborations.

Financing Expertise As a life-sciences focused boutique offering direct investment and investment banking, BroadOak seeks growth-stage opportunities and capital-efficient partnerships. Offer fundraising advisory, due diligence support, and deal-related software or data room services tailored to portfolio finance needs.

US Market Access With a presence in Washington DC, San Francisco, and California operations, BroadOak can facilitate US market entry for portfolio companies, creating demand for distribution partnerships, regulatory navigation, and local CRO/CMO networks.

Growth Partnerships BroadOak's history of growth investments and participation alongside existing shareholders suggests openness to licensing, co-development, or strategic alliances that help portfolio companies accelerate scaling and exit opportunities.

Tech Enablement The firm's tech stack implies a preference for digitally advanced operations; offer portfolio-friendly tech services such as data management, cloud-enabled collaboration, cybersecurity, and analytics to support R&D and manufacturing performance.

BroadOak Capital Partners Tech Stack

BroadOak Capital Partners uses 8 technology products and services including jsDelivr, Microsoft 365, Modernizr, and more. Explore BroadOak Capital Partners's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • HTTP/3
    Web & Portal Technology
  • Essential Addons for Elementor
    Web Platform Extensions
  • Gravity Forms
    Web Platform Extensions
  • prettyPhoto
    Web Tools And Plugins

Media & News

BroadOak Capital Partners's Email Address Formats

BroadOak Capital Partners uses at least 1 format(s):
BroadOak Capital Partners Email FormatsExamplePercentage
FLast@broadoak.comJDoe@broadoak.com
86%
Last@broadoak.comDoe@broadoak.com
14%

Frequently Asked Questions

Where is BroadOak Capital Partners's headquarters located?

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BroadOak Capital Partners's main headquarters is located at Brisbane, California 94005 United States. The company has employees across 2 continents, including North AmericaEurope.

What is BroadOak Capital Partners's phone number?

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You can contact BroadOak Capital Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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BroadOak Capital Partners's official website is broadoak.com and has social profiles on LinkedIn.

What is BroadOak Capital Partners's SIC code NAICS code?

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BroadOak Capital Partners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does BroadOak Capital Partners have currently?

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As of June 2026, BroadOak Capital Partners has approximately 20 employees across 2 continents, including North AmericaEurope. Key team members include Vp Business Development Europe: P. C.Partner: M. M.Operating Partner: T. C.. Explore BroadOak Capital Partners's employee directory with LeadIQ.

What industry does BroadOak Capital Partners belong to?

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BroadOak Capital Partners operates in the Financial Services industry.

What technology does BroadOak Capital Partners use?

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BroadOak Capital Partners's tech stack includes jsDelivrMicrosoft 365ModernizrCloudflare Bot ManagementHTTP/3Essential Addons for ElementorGravity FormsprettyPhoto.

What is BroadOak Capital Partners's email format?

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BroadOak Capital Partners's email format typically follows the pattern of FLast@broadoak.com. Find more BroadOak Capital Partners email formats with LeadIQ.

When was BroadOak Capital Partners founded?

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BroadOak Capital Partners was founded in 2006.
BroadOak Capital Partners logo

BroadOak Capital Partners

Financial ServicesCalifornia, United States11-50 Employees

BroadOak Capital Partners is a boutique financial services firm that concentrates on the life sciences sector, offering direct investment and investment banking services to companies in fields such as research tools and consumables, diagnostics, biopharma services, and adjacent markets. The company lists Brisbane, California (94005) as its location, and describes headquarters in Washington, DC and San Francisco, indicating a multi-location footprint. It employs 11 to 50 people. BroadOak has led or participated in investments in more than fifty companies across multiple funds and investment vehicles. The firm has a track record of activity in biotech and life-sciences companies, with recent investments spanning Axolbio, Codis, S2 Genomics, Pluristyx, SanguineBio, CDI Laboratories, and Avidien.

Section iconCompany Overview

Headquarters
Brisbane, California 94005 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    BroadOak Capital Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    BroadOak Capital Partners's revenue is estimated to be in the range of $1M$10M

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