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BroadOak Capital Partners

4800 Montgomery Lane Suite 230, Bethesda, MD, 20814, United States

Overview

BroadOak Capital Partners, LLC is a privately held investment bank with a comprehensive focus on the life sciences industry. They offer advisory services including mergers and acquisitions, divestitures, business combinations, capital formation, valuations and fairness opinions. Their sector focus includes research tools and consumables, diagnostics, therapeutics, healthcare IT, pharmaceutical services and medical devices.

Total investments
19
Lead investments
10
Investments · 12mo
2
Active investors
5

Sector focus

  • Banking
  • Finance
  • Life Science
  • Venture Capital
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Investment portfolio

  • Quartzy

    Led · Equity · Apr 2026

    Quartzy operates a vertically integrated procurement platform for life sciences organizations that combines inventory management, request workflows, approvals, purchasing, and integrations with research tools. The platform is supported by Quartzy's own warehouse infrastructure and private-label products, and its Quartzy Shop offers access to over 10 million products from more than 1,000 suppliers. Quartzy is used by over 3,000 organizations ranging from seed-stage startups to public companies. The company plans to use new financing to invest in its software, supplier network, customer experience, and go-to-market capabilities to improve fulfillment speed, software functionality, and pricing. Quartzy is headquartered in Hayward, Calif. The company emphasizes reliability and accountability in lab procurement by owning both the software and fulfillment layers of its offering.

  • Axol Bioscience

    Led · Equity · Jan 2026

    Axol Bioscience is a Cambridge- and Edinburgh-based life-sciences company that develops and supplies high-quality functional iPSC-derived cells, reagents and specialist services to pharmaceutical, biotech, CRO and academic customers worldwide. Its portfolio features physiologically relevant disease models for neurodegenerative disorders such as Huntington’s disease and sporadic ALS/MND, and the firm plans to broaden offerings into ophthalmology and cardiovascular research. Regulators’ push toward human-relevant in-vitro models has strengthened Axol’s market position. The company reported 36% revenue growth in 2024 and 45% in 2025, reflecting mounting global demand. Proceeds from the latest raise will expand U.S. operations, boost commercial reach and scale manufacturing at the Roslin Innovation Centre. Future product development will center on enhanced neuroscience, ophthalmology and cardiovascular models, supported by continued investment in quality systems. Axol has also deepened relationships with global pharmaceutical partners, underscoring its commercial momentum.

  • Kromatid

    Led · Series C · Aug 2025

    KROMATID provides proprietary platforms that detect chromosomal structural rearrangements using combined imaging and bioinformatics capabilities. The company supports gene and cell therapy developers from discovery through regulatory approval by offering high-resolution genomic integrity analysis. KROMATID plans to use new capital to expand its platforms, scale laboratory operations, and enhance automation and throughput. It will also invest in strategic hiring across scientific, operational, and customer-facing teams. Management says the funding will accelerate commercial expansion and strengthen partnerships with pharmaceutical and academic leaders in cell and gene therapy. The company is led by CEO Jim Chomas and is based in Boulder, Colo. KromaTiD develops directional Genomic Hybridization (dGH) and Pinpoint FISH platforms that deliver single‑cell, whole‑genome structural context for genomic rearrangements. Its product suite includes recently launched dGH In‑Site and dGH SCREEN for gene editing and gene therapy applications. The company offers custom assay development, preclinical research support, and operates research and GLP laboratory services. Sales and operations are reported to be rapidly accelerating with growing market adoption. KromaTiD says the technology provides structural data that other technologies cannot and is positioned to support confirmation of genomic editing in advanced therapies. The company plans to use new capital to accelerate commercialization, support ongoing product development, and increase capacity to meet growing demand. KromaTiD develops a directional Genomic Hybridization (dGHTM) platform that provides tools for understanding the success and quality of edits at the cellular level. Led by CEO Christopher Tompkins, PhD, the Longmont, Colorado company supplies products and services used by top gene editing companies to help bring advanced therapies to market. The company focuses on enabling CRISPR and other gene editing technologies. KromaTiD completed a Series A financing round; the amount raised was not disclosed. First Capital Ventures made the investment. The company intends to use the funds to advance development of its platform, expand capability and capacity, and further optimize critical artificial intelligence-based image analysis capabilities.

  • PBS Biotech

    Led · Equity · Jan 2025

    PBS Biotech, based in Camarillo, Calif., designs single-use bioreactor systems that use proprietary Vertical-Wheel® technology to create homogeneous, scalable mixing for sensitive cell culture and cell therapy applications. The company also offers process development services to support customers advancing cell- and gene-based therapies. PBS says it aims to become the world’s standard manufacturing platform for allogeneic cell-based therapies and is investing in new product innovation and applications development. PBS recently secured follow-on growth capital to accelerate product innovation, process development, and quality-system improvements. The company is expanding ISO 9001:2015 manufacturing capacity, targeting completion by mid-2025 and readiness to support more than $100 million in annual revenue. Leadership additions include a new Chief Commercial Officer and Chief Financial Officer to support commercial expansion and scaling efforts. PBS Biotech is a Camarillo, CA-based manufacturer of single-use bioreactor systems and a provider of process development services. Its bioreactors employ proprietary Vertical-Wheel technology to deliver homogeneous, scalable mixing for sensitive cell therapy products and other cell culture applications. The company is led by CEO Brian Lee and serves global cell therapy clients. PBS Biotech raised $22M in funding to support its growth. It intends to use the proceeds to improve its product portfolio, expand its process development services capability, and increase customer support for global cell therapy customers. The financing accompanies a board appointment from the lead investor. PBS Biotech manufactures single-use bioreactor systems built around its proprietary Vertical-WheelTM technology, designed for shear-sensitive cell therapy products. Its systems provide unique mixing properties and environmental conditions that studies have shown to outperform traditional stirred-tank bioreactors. The company operates an in-house bioprocess R&D facility and offers contract process development services to help customers scale from research to clinical and commercial production. PBS’s systems are used by over 200 customers and are particularly suited for iPSC, MSC, and exosome-based therapy manufacturing. PBS recently closed a private $10M financing to expand and industrialize its product portfolio and develop GMP-qualified bioreactor systems. The company plans to expand its product line over the next several years to support customers through clinical trials to commercialization and pursue a leading position in allogeneic cell therapy manufacturing.

  • S2 Genomics

    Led · Series A · Jan 2024

    S2 Genomics develops and sells the Singulator, a benchtop platform that automates reproducible, rapid tissue dissociations into single cell or nuclei suspensions for single cell genomics. The Singulator platform comprises a benchtop instrument, single-use consumables, and more than 80 validated protocols for preparing samples from different tissue types. Customers use nuclei and high-viability cell suspensions produced by the Singulator to advance neuroscience and oncology research. Since its first commercial launch in 2020, the Singulator has been adopted globally by academic research organizations, pharmaceutical companies, biotech firms and service providers. Management states the platform removes a major bottleneck for conducting single cell genomics research and enables more scientists to process more samples. The company is based in Livermore, California and recently completed a Series A financing to support commercial growth and new applications for the platform.

Team