BroadOak Capital Partners Adds More Than $200 Million of Permanent Capital to Supplement Investment Platform

Evergreen capital base enables BroadOak to pursue its life sciences growth capital strategy over a longer horizon of investment cycles and to be opportunistic in special situations.

BETHESDA, Md.--(BUSINESS WIRE)--BroadOak Capital Partners ("BroadOak"), a life science focused investment and advisory firm, announced it has added over $200 million of permanent capital to its investing platform, a rare milestone that positions the firm to deploy patient, flexible capital across market cycles without the constraints of traditional fund structures and time horizons.

The capital, which includes commitments from BroadOak principals and longtime strategic partner Research Corporation Technologies (RCT), dramatically enhances the firm's capacity to provide strategic growth capital across healthcare infrastructure companies with a focus on life sciences tools, diagnostics, and biopharma services.

“This is a transformational milestone for BroadOak,” said Bill Snider, Partner. “While we all manage through the current headwinds in the private capital markets, BroadOak can now lean into what we believe is an excellent environment for life sciences investors while also assuring our broader stakeholders of our longevity.”

“RCT and BroadOak have built a partnership over more than a decade to provide a unique model of end-to-end capital solutions for life science companies,” said Shaun Kirkpatrick, President, RCT. “The commitment of permanent capital assures that BroadOak has even greater flexibility to achieve successful results for all its managed funds and programs across stakeholders.”

The announcement comes as BroadOak delivered record distributions to investors in 2025, reflecting significant realizations across the firm's funds and special purpose vehicles.

BroadOak is strategically expanding its investment platform to serve companies across growth and capital cycles. The firm completed the final closing of the BroadOak Income Fund in March 2025, a private credit fund designed to provide needed capital to mature, credit-constrained life sciences companies. In June 2025, BroadOak held the initial closing for Fund VI anchoring its growth capital fund family. Combined with the permanent capital raise, these complementary vehicles position BroadOak to maintain its position as one of the most active investors in its niche.

"The industry has been hampered by lower volumes of financings and M&A transactions, but scientific progress hasn't stopped," Snider added. "The best vintage years often emerge from the toughest markets. We are now structured to aggressively support companies with the growth capital, structured financing, and M&A support they need when alternatives are scarce."

The primary use of capital is to serve as the largest investor in all the firm’s funds; further aligning its interests with portfolio companies and limited partners.

About BroadOak Capital Partners

BroadOak Capital Partners is a life science focused, boutique financial institution that provides direct investment and investment banking services to companies in the research tools and consumables, diagnostics, and biopharma services sectors. BroadOak has led or participated in investments in more than 75 companies across multiple funds and investment vehicles and has advised on over 50 M&A transactions.

For more information visit www.broadoak.com.