Broadhaven Mergers and Acquisitions Summary

Merchant Bank Profile

Broadhaven’s most common sectors for investment arefinancial services (50%) and internet software and services (50%) . The Firm’s most common investment types include growth capital (100%). In total, Broadhaven has invested in 2 US states.

The Firm’s most common exit type is merger (100%).

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity2
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1

Broadhaven

Broadhaven Capital Partners LLC

330 Madison Avenue,
New York, New York 10017
United States
(212) 418-1240
www.broadhaven.com
investment@broadhaven.com

Broadhaven Capital Partners is an independent advisory firm and growth equity investor serving the financial technology sector. Broadhaven looks to commit $5 to $15 million in financial technology businesses that are cash flow positive or with a clear path to profitability. The Firm will consider majority or minority positions. Funds are generally used to support growth needs, including financing acquisitions and consolidation strategies. Broadhaven is based in New York, New York.


Investment Criteria

Sectors of Interest: Financial Services

Target Transaction Types: Consolidation, Growth Capital, Acquisition Financing

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 5 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # 1 - - - - - 1
  3

Most Recent M&A

Company Date Value Type
UNX LLC 2012-05-15 - Merger
Burbank, California · www.unx.com
Binary Event Network 2011-03-01 - Growth Capital
New York, New York · www.benmarkets.com
UNX LLC 2010-05-01 - Growth Capital
Burbank, California · www.unx.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 1 (50%) -
Internet Software and Services - - 1 (50%) -
Total - - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 2 (100%) -
  New York - - 1 (50%) -
  California - - 1 (50%) -
Total - - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 2 (100%) -
Total - - 2 -

Exits by Deal Type

Type Total # Value
Merger 1 (100%) -
Total 1 -

Investor Summary

Investor Type

Merchant Bank

Size

Small

PE Assets

100M USD

Specialist/Generalist

Specialist

Leadership

Gerard von Dohlen

Co-Founder & Partner

Greg Phillips

Co-Founder & Partner

Conor Nelson

Managing Director

Ryan Fernandes

Managing Director

Christopher Spofford

Partner

FAQ

What type of investor is Broadhaven?

Broadhaven is a merchant bank.

Where is Broadhaven headquartered?

Broadhaven is headquartered in New York, New York.

How much capital does Broadhaven have under management?

Broadhaven has 100M USD under management.

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