Broadhaven Capital Partners Overview

  • Service
  • Merchant Bank

  • Founded
  • 2009

Founded
  • Employees
  • 39

Employees
  • Serviced Companies
  • 52

  • Serviced Deals
  • 52

  • Serviced Investors
  • 21

Broadhaven Capital Partners General Information

Description

Broadhaven Capital Partners is an independent investment bank and growth equity investor serving the financial services sector. The firm operates as a traditional merchant bank offering both strategic financial advisory services and investment capital. Broadhaven offers advisory services for mergers and acquisition, divestiture and sale transaction, private placement, corporate finance, initial public offerings, special committee assignment, fairness opinions, restructuring and recapitalization. The firm was founded in 2009 and is headquartered in New York, New York.

Contact Information

Year Founded
2009
Service Provider Type
Merchant Bank
Primary Office
  • 521 Fifth Avenue
  • 37th Floor
  • New York, NY 10175
  • United States
+1 (212) 000-0000

Broadhaven Capital Partners Services to Companies

Service on a Deal (52)

Company Name Service Provided Deal Date Deal Type Deal Amount
Merchants Fleet Advisor: General Jul 2022 00000 0000000
00000000 000 00000 Advisor: General Jun 2022 00000 0000000
00000 Advisor: General May 2022 00000 0000000
000000 000000 000 Advisor: Financial Due Diligence Feb 2022 00000 0000000
0000 000000000 Advisor: Financial Due Diligence Feb 2022 00000 0000000
0000000 0000000 00 Advisor: General Dec 2021 00000 0000000
0000000 0000000000 Advisor: General Dec 2021 00000 0000000
0000000000 Advisor: General Nov 2021 00000 0000000
MoneyLion Advisor: General Sep 2021 00000 0000000
ETF Trends Advisor: General Aug 2021 00000 0000000
You’re viewing 10 of 52 services to companies. Get the full list »

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Broadhaven Capital Partners Services to Investors

Service on a Deal — Buy Side (26)

Investor Name Service Provided Deal Date Deal Type Deal Amount
AssetMark Advisor: General Jun 2022 00000 0000000
00000000 000000000 Advisor: General Apr 2022 00000 0000000
00000 Advisor: General Mar 2022 00000 0000000
000000 0000000000 Advisor: General Jan 2022 00000 0000000
000000000 0000000 Advisor: General Nov 2021 00000 0000000
000000 00000000000 Advisor: General Feb 2021 00000 0000000
000000000 00000000 Advisor: General Oct 2020 00000 0000000
0000000000000000 0 Advisor: General Sep 2020 00000 0000000
Franklin Templeton Advisor: Financial Due Diligence Jul 2020 00000 0000000
Sierra Income BDC Advisor: General Jul 2019 00000 0000000
You’re viewing 10 of 26 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (9)

Investor Name Service Provided Deal Date Deal Type Deal Amount
AMP Capital Investors Advisor: General Mar 2022 00000 0000000
000 0000000 000000 Advisor: General Feb 2022 00000 0000000
0000 00000000 (000 Advisor: General Jan 2022 00000 0000000
00000 00000 Advisor: General Nov 2021 00000 0000000
0000 00000 Advisor: General Jul 2020 00000 0000000
000000 0000000 000 Advisor: General Oct 2018 00000 0000000
000000 0000000 000 Advisor: Financial Due Diligence Apr 2018 00000 0000000
Intercontinental Exchange Advisor: General Jun 2014 00000 0000000
Advent International Advisor: General Nov 2013 00000 0000000
To view Broadhaven Capital Partners’s complete services on a deal — sell side history, request access »

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 New York, NY
Esther Tian Managing Director 0 Chicago, IL
Gerard von Dohlen Co-Founder & Partner 0 New York, NY
Greg Phillips Co-Founder & Partner 0 Chicago, IL
Andrew Chan Partner Hong Kong, Hong Kong
You’re viewing 5 of 23 team members. Get the full list »