Broadhaven is an independent investment bank serving the financial services industry. We operate as a traditional merchant bank, where strategic and financial advisory services are offered alongside our investment capital. As an independent investment bank, we provide strategic and financial advice on mergers, acquisitions, restructurings, valuation and capital structure to corporations, partnerships, institutions and governments. We offer our clients – who range from large, multinational corporations to emerging growth companies – sector expertise, deep industry relationships, and dedicated, senior-level attention. We are, first and foremost, independent, with loyalty solely to our clients. Unlike large investment and commercial banks, we do not engage in activities which present any conflicts with our clients. We are highly experienced senior advisors, providing advice based solely on our views as to what is best for our clients.

As an investor, Broadhaven focuses on early-stage opportunities within financial services and invests where technology and finance intersect. We seek to leverage our advisory expertise, substantial operating experience and our deep industry relationships to create value for our investors through long-term partnerships with exceptional companies and management teams. Our ability to assist portfolio companies in successfully navigating complex sector dynamics, developing partnerships with large institutions, evaluating acquisition-related growth opportunities, raising additional capital and selecting the optimal exit event differentiates us from other early-stage financial services investment firms.

Beam

Harvest Savings & Wealth Technologies

Liveoak Technologies

MoneyLion

Broadhaven Capital Partners

Broadhaven Capital Partners acted as financial advisor to Revvin in its sale to Maxwell. 
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
 
#FinancialServices #TransformativeAdvice #MnAStrategy


Broadhaven Capital Partners acted as exclusive financial advisor to Intercontinental Wealth Advisors in its strategic sale to CI Financial.
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
#FinancialServices #TransformativeAdvice #MnAStrategy


Broadhaven Capital Partners acted as exclusive financial advisor to Quility Insurance in its strategic sale of minority interest to F&G. 
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
#FinancialServices #TransformativeAdvice #MnAStrategy

Broadhaven Capital Partners acted as financial advisor to Pragma in its strategic sale to MarketAxess.
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
#FinancialServices #TransformativeAdvice #MnAStrategy
 

Broadhaven Capital Partners acted as financial advisor to Conning in its strategic sale to Generali. 
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
#FinancialServices #TransformativeAdvice #MnAStrategy

Broadhaven Capital Partners acted as exclusive financial advisor to F2 Strategy in its acquisition of Oakbrook Solutions and majority investment from Renovus Capital Partners. 
 
Please visit our website for more information about this transaction: https://lnkd.in/eqcZ9ReE
 
#FinancialServices #TransformativeAdvice #MnAStrategy

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Founder and Partner

Jerry von Dohlen

Co-Founder & Partner, Broadhaven Ventures

Michael Sidgmore

Managing Director

Conor Nelson

Keith Brawe

Principal

Kyle Murray

Business Management

Ryan Fernandes

Investment Banking Associate

Avi Silvermetz

Incoming Analyst

Alexander Paolozzi

Partner

Andrew Chan

Investment Banking Senior Associate

Todd Albright

Joseph Zabik

Kirk Wilson

John Edge

Operating Partner

Partner and Co-founder

Greg Phillips

Partner and Co-Founder

Kurt von Holzhausen

Gerard von Dohlen

Todd G. Owens

BioCatch unlocks the power of behavior and deliver actionable insights to create a digital world where identity, trust, and ease co-exist.

Farewill is a provider of an all-in-one financial and legal services platform used to deal with all paperwork after death.

MoneyLion is a mobile banking platform for borrowing, saving, and investing.

Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry.

Liveoak is a computer software company that specializes in cloud-based platform.

Innovative Compliance for the Future of Finance.


UNX is an agency broker providing advanced electronic trading solutions and premium services for institutional investors.

Seed Stage Investors with Investments in Northeastern US

Financial Services Companies With More Than $1M in Revenue (Top 10K)

New York Companies (Top 10K)

United States Banking Companies (Top 10K)

Broadhaven is an independent merchant bank advising and investing in financial services. Since 2010, Broadhaven has advised on over $40 billion in announced transactions. Broadhaven invests in early-stage companies at the intersection of financial services and technology, and creates value through long-term partnerships with exceptional companies and management teams.

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Insights On Raising & Backing VC funds in the Current Market

VC/LP Pitch Session between Marc Penkala of Altitude & Michael Sidgmore of Broadhaven Ventures

Watch Europe's Leading LPs on Raising in The Current Bear Market

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Broadhaven Capital Partners is a financial services firm that provides a range of advisory and investment services. The company specializes in mergers and acquisitions, capital raising, and other financial advisory services for clients across various sectors. Broadhaven is known for its expertise in the financial sector and its focus on delivering tailored solutions to its clients.

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Broadhaven Capital Partners