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Broadhaven Capital Partners

Broadhaven Capital Partners
MERCHANT BANK SERVICE
2009 FOUNDED
27 SERVICED COMPANIES
27 SERVICED DEALS
14 SERVICED INVESTORS
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.

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 (27)

Company Name Service Provided Deal Date Deal Type Deal Amount
RedBlack Advisor: General Dec 2019 00000 0000000
0000000 0000000000 Advisor: General Nov 2019 00000 0000000
00000000 Advisor: General Sep 2019 00000 0000000
0000000 000000000 Advisor: General Jun 2019 00000 0000000
00000000 000000 00 Advisor: General Nov 2018 00000 0000000
000000000 00000000 Advisor: General Nov 2018 00000 0000000
000 00000 Advisor: General Jul 2018 00000 0000000
00000000000 000000 Advisor: General Jul 2018 00000 0000000
AcadiaSoft Advisor: General Jun 2018 00000 0000000
R3 Advisor: General May 2018 00000 0000000
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Broadhaven Capital Partners Services to Investors

Service on a Deal — Buy Side (18)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Sierra Income Advisor: General Jul 2019 00000 0000000
0000 Advisor: General Feb 2019 00000 0000000
0000 Advisor: General Feb 2019 00000 0000000
00000 000000 00000 Advisor: General Oct 2018 00000 0000000
000000 000000 Advisor: General Aug 2018 00000 0000000
000000000 Advisor: General May 2018 00000 0000000
0000000000 0000000 Advisor: General Oct 2017 00000 0000000
0000 000000 000000 Advisor: General Feb 2017 00000 0000000
Reverence Capital Partners Legal Advisor Jun 2016 00000 0000000
TA Associates Management Legal Advisor Jun 2016 00000 0000000
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Service on a Deal — Sell Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Boston Private Financial Holdings Advisor: General Oct 2018 00000 0000000
000000 0000000 000 Advisor: Financial Due Diligence Apr 2018 00000 0000000
New York Stock Exchange Advisor: General Jun 2014 00000 0000000
Advent International Advisor: General Nov 2013 00000 0000000
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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

6 Former Team Members

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