The BroadOak Fund Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, The BroadOak Fund has invested in 1 company.

The BroadOak Fund’s most common sectors for investment are healthcare services (50%) and life science (50%). The Firm’s most common investment types include growth capital (75%) and venture (25%). In total, The BroadOak Fund has invested in 4 US states.

In the last 3 years, The BroadOak Fund has exited 1 company. The Firm’s most common exit type is trade sale (100%). 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 Activity9
    • M&A Buy Activity4
    • M&A Sell Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

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

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 2 1 - - 1 - 4
Sell (0.4/yr) # 3 1 - - 1 - 5
vol $70M $70M
  9

Most Recent M&A

Company Date Value Type
E.I. Spectra LLC 2019-11-11 - Add-on Acquisition
Ketchum, Idaho · www.orflo.com
InFuse Holdings, Inc. 2019-11-06 - Venture
Bethesda, Maryland · www.infuseholdings.com
Rubicon Genomics, Inc. 2016-12-15 - Add-on Acquisition
Ann Arbor, Michigan · www.rubicongenomics.com
LabConnect, LLC 2016-03-02 - Growth Capital
Seattle, Washington · www.labconnectllc.com
Rubicon Genomics, Inc. 2015-07-15 - Growth Capital
Ann Arbor, Michigan · www.rubicongenomics.com
Diagnostic BioSystems 2015-05-12 - Growth Capital
Pleasanton, California · www.dbiosys.com
Selah Genomics, Inc. 2014-03-20 70M USD Add-on Acquisition
Greenville, South Carolina · www.selahgenomics.com
Aragen Bioscience, Inc. 2014-02-28 - Add-on Acquisition
Morgan Hill, California · www.aragenbio.com
AVANZA Laboratories LLC 2013-05-21 - Add-on Acquisition
Gaithersburg, Maryland
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (67%) - 2 (50%) -
Life Science 1 (33%) - 2 (50%) -
Total 3 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 4 (100%) -
  Washington 1 (33%) - 1 (25%) -
  Maryland 1 (33%) - 1 (25%) -
  California 1 (33%) - 1 (25%) -
  Michigan - - 1 (25%) -
Total 3 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (67%) - 3 (75%) -
Venture 1 (33%) - 1 (25%) -
Total 3 - 4 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (80%) -
Trade Sale - Public Company 1 (20%) 70M (100%)
Total 5 $70M

Deal Values

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

M&A Connections

Deals %
Exited to
Strategic(s)
100%
5 100%

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