Broad Oak Group acts as a “financial bridge” for its clients to international sources of capital. We align ourselves with the business interests of key decision-makers with whom we build long-term relationships. Our clients and investors include entrepreneurs, corporations, municipalities, financial institutions, and high net worth individuals globally.
Our areas of expertise include artisanal foods & beverages, renewable energies, location-based entertainment, financial services, public-private urban and rural economic development, new media, information technologies, hemp fiber based materials, products and technologies, virtual reality and blockchain data security and privacy.
Transaction sizes range from US$5 to US$250 million. We moved our U.S. headquarters from New York City to Denver in 2021. Seoul is our Asian headquarters.
New York City, U.S.A.
New York City
Principal partners and advisors of Broad Oak Group have decades of experience involving billions of dollars of transactions at investment banking firms on Wall Street in New York, a range of financial and operating entities in Europe, North American and Asia, and international diplomacy,
Broad Oak's social responsibility efforts emanate from our municipal "Brew & Renew” program. We actively help towns and cities in Asia plan, finance, build and operate energy efficient, environmentally friendly craft breweries that attract entrepreneurs and stimulate development of low carbon footprint tourism-based economies. This supports requirements of Paris Climate Agreement signatory countries in which we operate. Our business practices are also informed by the United Nations’ Sustainable Development Goals, a collection of 17 interlinked global goals designed to be a blueprint to achieve a better and more sustainable future for all.
We provide our clients with highly customized, expert financial and business advisory services. Our principals get personally involved in assembling and leading working groups tailored to meet each client's specific needs. We know that business success involves a multitude of factors including a high level of service, attention to detail, thoughtful presentation, competitive pricing, effective marketing, creative financial engineering, follow-up service, and, very importantly, intense focus on client goals and objectives. We structure our services and compensation so that we succeed when our clients succeed.