As an independent investment bank, we provide unconflicted financial advice on mergers, acquisitions, joint ventures, private placements, restructurings and other strategic transactions. We offer our clients - who range from large, multinational corporations to emerging growth companies - sector expertise and insights, deep industry relationships, and dedicated, senior-level attention. Our partners have advised on a number of landmark financial technology transactions during their tenures with Goldman Sachs, UBS, Credit Suisse, J.P. Morgan and Wasserstein Perella.
Our principal investing business leverages our deep domain expertise and industry network. With over $100 million in capital dedicated to growth equity opportunities, Broadhaven seeks to forge long-term partnerships with exceptional companies and management teams in the financial technology sector. Our model of delivering strategic advice alongside investment capital allows us to establish true lifecycle relationships, serving as a valuable partner in the key moments of a company's development - from raising capital, to advising on strategic transactions, and eventually assisting in a liquidity event for both management and investors.Over the past 20 years, our partners have created long-term, trusted relationships with the leading market participants in financial technology. Our relationships and experience allow us to deliver high caliber services and create significant value at every stage of a company's lifecycle.