Broadhaven is an independent investment bank and growth equity investor serving the financial services sector. 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.

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 services 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.