Broadhaven Capital Partners Overview

  • Service
  • Merchant Bank

  • Year Founded
  • 2010

Year Founded

  • Employees
  • 49

Employees

  • Serviced Companies
  • 70

  • Serviced Deals
  • 73

  • Serviced Investors
  • 26

Broadhaven Capital Partners General Information

Description

Founded in 2010, Broadhaven Capital Partners is an independent investment bank and growth equity investor serving the financial services sector headquartered in New York City, New York. The firm operates as a traditional merchant bank, offering strategic financial advisory services and investment capital. Broadhaven offers advisory services for mergers and acquisitions, divestiture and sale transactions, private placement, corporate finance, initial public offerings, special committee assignments, fairness opinions, restructuring, and recapitalization.

Contact Information

Year Founded
2010
Service Provider Type
Merchant Bank
Corporate Office
  • 330 Madison Avenue
  • New York, NY 10017
  • United States
+1 (212) 000-0000

Broadhaven Capital Partners Services to Companies

Service on a Deal (73)

Company Name Service Provided Deal Date Deal Type Deal Amount
Conning Advisor: General Apr 2024 00000 0000000
EquiLend Advisor: General Jan 2024 00000 0000000
Fnality Advisor: General Nov 2023 00000 0000000
Angelo, Gordon & Co. Advisor: General Nov 2023 00000 0000000
Broadway Technology Advisor: General Oct 2023 00000 0000000
Pragma Trading Advisor: General Oct 2023 00000 0000000
Revvin Advisor: General Sep 2023 00000 0000000
Quility Advisor: General Aug 2023 00000 0000000
Horizon Technology Finance BDC Advisor: General Jul 2023 00000 0000000
Intercontinental Wealth Advisors Advisor: General Jul 2023 00000 0000000
You’re viewing 10 of 73 services to companies. Get the full list »

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Broadhaven Capital Partners Services to Investors

Service on a Deal — Buy Side (32)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Cerity Partners Advisor: General Apr 2024 00000 0000000
Nordic Capital Advisor: General Feb 2024 00000 0000000
Franklin Templeton Advisor: General Jan 2024 00000 0000000
Copper.co Advisor: General Nov 2023 00000 0000000
F2 Strategy Advisor: General Jun 2023 00000 0000000
AssetMark Advisor: General Dec 2022 00000 0000000
Franklin Templeton Advisor: General Apr 2022 00000 0000000
Smart Advisor: General Mar 2022 00000 0000000
Franklin Templeton Investments United Kingdom Advisor: General Jan 2022 00000 0000000
Virtus Investment Partners Advisor: General Jan 2022 00000 0000000
You’re viewing 10 of 32 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (12)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Cathay Financial Holdings Advisor: General Apr 2024 00000 0000000
AMP Capital Investors Advisor: General Mar 2022 00000 0000000
Epic Research (Wilmington) Advisor: General Mar 2022 00000 0000000
AMP Capital Investors Advisor: General Feb 2022 00000 0000000
Wells Fargo Advisor: General Nov 2021 00000 0000000
Legg Mason Advisor: General Jul 2020 00000 0000000
Boston Private Financial Holdings Advisor: General Oct 2018 00000 0000000
Boston Private Financial Holdings Advisor: Financial Due Diligence Apr 2018 00000 0000000
Daher Investment Management Advisor: Financial Due Diligence Oct 2015 00000 0000000
Long Ridge Equity Partners Advisor: Financial Due Diligence Oct 2015 00000 0000000
You’re viewing 10 of 12 services on a deal — sell side. Get the full list »

Broadhaven Capital Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Broadhaven Capital Partners Team (23)

Name Title Deals Office Contact
Info
Meghan Lockwood Chief Operating Officer & Partner New York, NY
Conor Nelson Managing Director New York, NY
Gerard von Dohlen Co-Founder & Partner 0 New York, NY
Greg Phillips Co-Founder & Partner 0 Chicago, IL
Michael Sidgmore Partner and Co-Founder 00 Chicago, IL
You’re viewing 5 of 23 team members. Get the full list »

Broadhaven Capital Partners FAQs

  • When was Broadhaven Capital Partners founded?

    Broadhaven Capital Partners was founded in 2010.

  • Who is the founder of Broadhaven Capital Partners?

    Gerard von Dohlen, Greg Phillips, and Michael Sidgmore are the founders of Broadhaven Capital Partners.

  • Where is Broadhaven Capital Partners headquartered?

    Broadhaven Capital Partners is headquartered in New York, NY.

  • What is the size of Broadhaven Capital Partners?

    Broadhaven Capital Partners total number of employees/professionals is 49.

  • What service provider type is Broadhaven Capital Partners?

    Broadhaven Capital Partners's service provider type is Merchant Bank.

  • What companies has Broadhaven Capital Partners invested in or acquired?

    Broadhaven Capital Partners has invested in or acquired companies like Conta Simples, Hyperplane, and Brinta.

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