The BroadOak Fund Team

The BroadOak Fund Team Summary

The BroadOak Fund’s team includes 10 investment professionals, and 4 operations personnel. The average tenure for the Firm’s senior team is 17 years.

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Team Summary

  • Investment 10
  • Operations 4

The BroadOak Fund

The BroadOak Fund

4800 Montgomery Lane Suite 230,
Bethesda, Maryland 20814
United States
(301) 358-2692
www.broadoak.com

All (14) Senior (6) Midlevel (1) Junior (7)
Name Title Email Phone Office
Matt McFarland Managing Director confidential@email.com CONFIDENTIAL Brisbane

Matt McFarland is a Managing Director at BroadOak. He has over 15 years of investment banking and corporate finance experience. Prior to joining BroadOak, he worked for Morgan Stanley’s Capital Strategies Group, an investment banking division focused on middle-market mergers and acquisitions. At Morgan Stanley, Matt was responsible for a variety of sell-side activities including financial analysis, valuation, drafting memoranda and due diligence for transactions in the software, media and energy technology sectors. Prior to Morgan Stanley, Mr. McFarland led business development and sales efforts for AirOcare, Inc., a life sciences start up venture. He was also a financial analyst for Computer Sciences Corporation. Matt holds a B.A. in Economics from Dickinson College and an M.B.A. with a concentration in Finance from the Robert H. Smith School of Business at the University of Maryland.

Function: Investment

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