Predict your next investment

Investment Bank
FINANCE | Investment Banking
broadoak.com

See what CB Insights has to offer

Investments

33

Portfolio Exits

3

Funds

5

About BroadOak Capital Partners

BroadOak Capital Partners is a privately held investment bank with a comprehensive focus on the life sciences industry. The company offers advisory services including mergers and acquisitions, divestitures, business combinations, joint ventures, valuations and fairness opinions.

BroadOak Capital Partners Headquarter Location

7272 Wisconsin Avenue Suite 320

Bethesda, Maryland, 20814,

United States

301-358-2692

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

BroadOak Capital Partners Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
CBI Logo

BroadOak Capital Partners Rank

Latest BroadOak Capital Partners News

Kemp Proteins Secures $5M Growth Financing from BroadOak Capital Partners

Jun 21, 2022

Kemp Proteins, a leading CDMO specializing in the production and characterization of novel proteins, from mammalian, insect, and bacterial host cells, for the pharmaceutical, diagnostics, and research industries, announced today that it has secured financing from BroadOak Capital Partners, LLC (“BroadOak”). The transaction with BroadOak provides Kemp Proteins with capital to expand its bacteria expression and plasmid production services in Frederick, MD. The post Kemp Proteins Secures $5M Growth Financing from BroadOak Capital Partners appeared first on BioBuzz.

BroadOak Capital Partners Investments

33 Investments

BroadOak Capital Partners has made 33 investments. Their latest investment was in Kemp Proteins as part of their Unattributed on June 6, 2022.

CBI Logo

BroadOak Capital Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/21/2022

Unattributed

Kemp Proteins

$5M

Yes

1

5/12/2022

Unattributed VC

Biolog

Yes

1

3/31/2022

Series C

seqWell

$7M

No

3

3/8/2022

Series B

Subscribe to see more

$99M

Subscribe to see more

10

2/3/2022

Debt

Subscribe to see more

$99M

Subscribe to see more

10

Date

6/21/2022

5/12/2022

3/31/2022

3/8/2022

2/3/2022

Round

Unattributed

Unattributed VC

Series C

Series B

Debt

Company

Kemp Proteins

Biolog

seqWell

Subscribe to see more

Subscribe to see more

Amount

$5M

$7M

$99M

$99M

New?

Yes

Yes

No

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

1

1

3

10

10

BroadOak Capital Partners Portfolio Exits

3 Portfolio Exits

BroadOak Capital Partners has 3 portfolio exits. Their latest portfolio exit was Codex DNA on June 18, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/18/2021

IPO

$99M

Public

6

3/14/2019

Acquired

Subscribe to see more

$99M

Subscribe to see more

10

12/15/2016

Acquired

Subscribe to see more

$99M

Subscribe to see more

10

Date

6/18/2021

3/14/2019

12/15/2016

Exit

IPO

Acquired

Acquired

Companies

Subscribe to see more

Subscribe to see more

Valuation

$99M

$99M

$99M

Acquirer

Public

Subscribe to see more

Subscribe to see more

Sources

6

10

10

BroadOak Capital Partners Fund History

5 Fund Histories

BroadOak Capital Partners has 5 funds, including BroadOak Fund IV.

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/1/2019

BroadOak Fund IV

Expansions & Growth

Closed

$51.5M

2

12/31/2015

Broadoak Fund III

Subscribe to see more

Subscribe to see more

10

1/9/2014

BroadOak Fund II LLC

Subscribe to see more

Subscribe to see more

$99M

10

9/30/2010

The BroadOak Fund

Subscribe to see more

Subscribe to see more

10

BroadOak Fund V

10

Closing Date

4/1/2019

12/31/2015

1/9/2014

9/30/2010

Fund

BroadOak Fund IV

Broadoak Fund III

BroadOak Fund II LLC

The BroadOak Fund

BroadOak Fund V

Fund Type

Expansions & Growth

Subscribe to see more

Subscribe to see more

Subscribe to see more

Status

Closed

Subscribe to see more

Subscribe to see more

Subscribe to see more

Amount

$51.5M

$99M

Sources

2

10

10

10

10

BroadOak Capital Partners Team

2 Team Members

BroadOak Capital Partners has 2 team members, including current Managing Partner, Bryan Poltilove.

Name

Work History

Title

Status

Bryan Poltilove

Managing Partner

Current

Michael Caspani

Managing Director

Current

Name

Bryan Poltilove

Michael Caspani

Work History

Title

Managing Partner

Managing Director

Status

Current

Current

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.