Broad Oak Partners

BroadOak Capital Partners is a boutique investment bank and private equity firm focused exclusively on the life science tools, diagnostics, and services sectors. The firm provides capital and advisory services to companies involved in research tools, clinical diagnostics, and pharmaceutical services such as CROs and CDMOs. BroadOak typically invests in growth-stage companies, helping them scale through organic growth and strategic acquisitions. Their portfolio includes a wide range of companies that support the broader healthcare and biotechnology ecosystem. Founded in 2006, the firm operates from offices in Bethesda and San Francisco, leveraging deep industry expertise to support the expansion of middle-market healthcare companies.