Broadhaven Capital Partners

Broadhaven Capital Partners is a New York-based independent merchant bank with a distinct focus on the financial services sector. Established with a dual mandate, the firm provides both strategic advisory services, including mergers and acquisitions and capital raising, and engages in principal investing through its dedicated venture arm. This integrated approach allows Broadhaven to leverage deep industry insights gained from its advisory work to inform its investment decisions, creating a synergistic model within the complex financial landscape.

The firm's investment thesis centers on identifying and supporting innovative companies across various sub-sectors of financial services, including fintech, payments, wealth management, asset management, insurance technology, and specialty finance. Broadhaven's principal investing arm, Broadhaven Ventures, specifically targets early to growth-stage companies that are poised to disrupt or significantly enhance the financial ecosystem. Their strategic involvement often extends beyond capital, offering portfolio companies access to their extensive network and operational expertise.

In 2021, Broadhaven Ventures successfully closed its debut fund, Broadhaven Ventures I, with a total capital commitment of $100 million. This significant fund empowers the firm to make meaningful investments in promising financial technology ventures. Typically, Broadhaven Ventures aims to deploy initial checks ranging from $2 million to $10 million, demonstrating a clear preference for substantial early-stage and growth equity participation. Their ability to also participate in larger follow-on rounds underscores their commitment to scaling successful portfolio companies.

Broadhaven's unique position as both an advisor and an investor provides a competitive edge. Their advisory engagements keep them at the forefront of industry trends and M&A activity, offering proprietary deal flow and insights for their investment arm. This deep market intelligence, combined with their capital, positions Broadhaven as a strategic partner for entrepreneurs and established companies alike seeking to navigate growth, consolidation, or transformation within the dynamic financial services industry.