The BroadOak Fund Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, The BroadOak Fund has acquired 1 company. It has also invested in 13 others.

The BroadOak Fund’s most common sectors for investment arelife science (80%) and healthcare services (8%) . The Firm’s most common investment types include growth capital (56%) and venture (28%). In total, The BroadOak Fund has invested in 10 US states and 2 different countries.

In the last 3 years, The BroadOak Fund has exited 1 company. The Firm’s most common exit type is trade sale (84%). The BroadOak Fund’s largest (disclosed) exit occurred in 2014 when it sold Selah Genomics for $70M.

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M&A Summary

  • M&A Total Activity31
    • M&A Buy Activity25
    • M&A Sell Activity6
  • Total Sectors Invested 4
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 11
  • M&A Advisors 1

The BroadOak Fund

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

The BroadOak Fund is the investment affiliate of life science focused investment bank BroadOak Capital Partners. The BroadOak Fund provides growth capital to life sciences tools and service providers that have achieved a level of commercial success. The BroadOak Fund is based in Bethesda, Maryland.


Investment Criteria

Sectors of Interest: Healthcare Services, Life Science, Medical Products

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Venture

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (3.4/yr) # 8 3 5 7 2 - 25
Sell (0.2/yr) # 5 - - - - 1 6
vol $70M $70M
  31

Most Recent M&A

Company Date Value Type
Emvenio Research 2024-01-23 - Trade Sale
Durham, North Carolina · www.emvenio.com
Sanguine BioSciences 2023-01-09 - Venture
Woburn, Massachusetts · www.sanguinebio.com
CDI Laboratories, Inc. 2023-01-09 - Growth Capital
Baltimore, Maryland · www.cdi.bio
Emvenio Research 2022-09-28 - Growth Capital
Durham, North Carolina · www.emvenio.com
Flagship Biosciences, Inc. 2022-09-01 - Growth Capital
Broomfield, Colorado · www.flagshipbio.com
Microsize 2022-07-01 - Growth Capital
Quakertown, Pennsylvania · www.microsize.com
LabVoice, Inc. 2022-06-07 - Growth Capital
Carrboro, North Carolina · www.labvoice.ai
Biolog 2022-05-12 - Growth Capital
Hayward, California · www.biolog.com
Rockland Immunochemicals, Inc. 2022-02-10 - Growth Capital
Limerick, Pennsylvania · www.rockland.com
PhenoVista Biosciences 2022-01-18 - Growth Capital
San Diego, California · www.phenovista.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Gemini Bio-Products, Inc. 2018-09-14 E.I. Spectra LLC 2022-10-27 1
West Sacramento, California · www.geminibio.com Ketchum, Idaho · www.orflo.com

M&A by Sector

Sector Current # Value All-time # Value
Life Science 18 (86%) - 20 (80%) -
Healthcare Services - - 2 (8%) -
Information Technology 2 (10%) - 2 (8%) -
Test/Measurement Equipment 1 (5%) - 1 (4%) -
Total 21 - 25 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 20 (95%) - 24 (96%) -
  California 8 (38%) - 9 (36%) -
  Massachusetts 2 (10%) - 2 (8%) -
  Colorado 2 (10%) - 2 (8%) -
  Pennsylvania 2 (10%) - 2 (8%) -
  Michigan 1 (5%) - 2 (8%) -
  Maryland 1 (5%) - 2 (8%) -
  North Carolina 1 (5%) - 2 (8%) -
  Missouri 1 (5%) - 1 (4%) -
  Tennessee 1 (5%) - 1 (4%) -
  New Jersey 1 (5%) - 1 (4%) -
Switzerland 1 (5%) - 1 (4%) -
Total 21 - 25 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 11 (52%) - 14 (56%) -
Venture 6 (29%) - 7 (28%) -
Secondary Buyout 2 (10%) - 2 (8%) -
Buyout (LBO, MBO, MBI) 1 (5%) - 1 (4%) -
Stake Purchase 1 (5%) - 1 (4%) -
Total 21 - 25 -

Exits by Deal Type

Type Total # Value
Trade Sale 5 (83%) -
Trade Sale - Public Company 1 (17%) 70M (100%)
Total 6 $70M

Top M&A Advisors

Legal Deals
Pillsbury Winthrop Shaw Pittman LLP
 1

Deal Values

sell # Total
< $100M 1 $70M
TOTAL $70M
Largest Selah Genomics, Inc.
$70M (2014-03-20)

M&A Connections

Deals
Acquired from
Investor(s)
8%
2 (8%)
Exited to
Strategic(s)
83%
5 (83%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Specialist/Generalist

Specialist

Leadership

Matt McFarland

Managing Director

Michael Caspani

Managing Director

Bill Snider

Partner

D. Kyle Wilson

Partner

Lars Hanan

Partner

FAQ

What type of investor is The BroadOak Fund?

The BroadOak Fund is a growth capital firm.

Where is The BroadOak Fund headquartered?

The BroadOak Fund is headquartered in Bethesda, Maryland.

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