Welcome to Broadline Capital
Founded over 20 years ago, Broadline Capital is a global alternative investment firm focused primarily on funding innovation and growth for category leaders and category creators in highly-charged industries that are undergoing transformational change.
At Broadline, we are inspired by champions — people of vision and courage — whose ideas can positively change the world, and who are ready to transform their ideas into the next big, industry-changing company. We place emphasis on later-stage ventures that are expecting a near-term liquidity opportunity, such as an IPO or M&A event.
Our transaction leaders are former entrepreneurs and CEOs of successful companies who understand what it takes to bring people together behind a shared vision, communicate a clear plan, and negotiate a quality exit on behalf of themselves and their investors, because they've done it.
We believe our current pipeline of curated opportunities are among the most exciting on the planet.
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New York | Miami | London | Zurich | Dubai | Singapore | Columbus
Our Approach
Broadline Capital operates a multi-category platform focused on geographies and thematic categories where we have deep domain expertise, pragmatic operating experience, and a vast network of relationships built over many years. We prefer companies nearing a milestone liquidity event such as an IPO or M&A transaction.
Our proprietary approach is designed to stretch alpha at every link of the investment value chain from origination and structuring to monitoring and exit cultivation. When originating new opportunities, we take a three-pronged approach:
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First, we start with a "top-down" view to identify niche categories in large industries undergoing transformational change, where we have abundant access to promising opportunities featuring large addressable markets, high market fragmentation, and consolidation potential. We place emphasis on categories where we have relationships with potential exit partners and acquirer candidates.
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Next, we take a "bottom-up" view to select promising later-stage companies who are category leaders or category creators, whose credible management teams have proven their business model, demonstrated favorable unit economics, and have potential for rapid scalability.
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Our transaction leaders then work to clarify how we may be helpful in advancing the management team's plan, and negotiate a creatively-structured buy-in transaction designed to align interests and risks in support of our aspiration to successfully accelerate the company's development while creating exceptional risk-mitigated return opportunities for our investors.
Portfolio Highlights
Thematic
Focus Areas
(1) Core Technologies
We've been leading investments in the AI category for nearly 20 years, actively seeking innovators of the next generation of AI-enabled solutions to address the widespread demand for improved manufacturing automation, smarter decision engines, accelerated decision speed, and enhanced efficiency, precision, data security, and access to unique data sources. Our core tech team is led by the founder and former leader of Apple's semiconductor design organization who also led Apple's iPhone engineering design team. Prior to that, he co-authored the Java language while a distinguished engineer at Sun Microsystems. We believe the democratization of expertise and expanded access to data enabled by emerging technologies create significant new risks and challenges, but ultimately create the potential for even greater and more positive future impact on humanity than the industrial revolution.
​​​(2) Financial Services
We place emphasis on value-added financial services and digital solutions that enable smarter, faster, more convenient, and more accessible offerings.​​ We believe Digital Finance as an asset class is still in its infancy, and the best opportunities to invest in future shapers of this category are still ahead. Our current emphasis includes novel financial products enabled by the tokenization of real-world assets and opportunities to unlock untapped value through financial inclusion of the Global South. Our transaction leaders in this category have decades of leadership experience, previously serving as BlackRock's former Co-Chief Investment Officer for fixed income and leadership roles in McKinsey's Financial Institutions Group.
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(3) Agritech & Food Systems
We seek category creators whose innovations are transforming the food ecosystem to create unprecedented efficiency gains and pursuing the end of malnutrition globally. Next-gen AI-enabled technologies are upgrading production quality, supply chain resilience, cold storage efficiency, source traceability, ingredient transparency, and food security. We believe one of the best medicines to treat illness is access to healthier nutrition that helps build immunity and prevent illness in the first place. According to research referenced by the American Society for Nutrition, one of five deaths across the globe is attributable to suboptimal diet, more than any other risk factor including tobacco. Our transaction leaders are serial entrepreneurs who bring a vast network of relevant domain relationships and more than 25 years of pragmatic operating experience across the supply chains of regenerative farming, foodservice, and consumer packaged goods.​
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(4) Health & Life Sciences
We back later-stage innovators who are advancing novel therapeutic platforms, AI-enabled synthetic biologics, and less-invasive medical devices that have promising potential to improve patient outcomes and help realize the promise of precision medicine. We support innovation pathways to extend life-span (longevity) and expand health-span (productive health and quality of life).​​ Our transaction leaders are recognized thought leaders from Allergan (now Abvie), Pfizer, Roche and leading medical centers who bring more than 50 years of pragmatic domain experience, hold numerous patents, and have published hundreds of published papers and articles.
​(5) Energy, Transportation & Data Infrastructure
We support innovators that enable Smarter, Safer, and More Energy-Efficient Data Centers, Warehouses, and Manufacturing facilities.​ We also invest in solutions that boost energy efficiency for logistics and transportation, and solutions that increase oil production yields while reducing GHG emissions. Our team is led by serial entrepreneurs and recognized domain experts who hold many issued patents and have authored numerous peer-reviewed articles.​
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(6) Sports, Media & Entertainment
​The SME category continues to witness exponential and dynamic growth. Top-tier sports properties, music catalogs, and video entertainment products enjoy global appeal across virtually every demographic. Led by the former president and general manager of two NBA teams and an NFL team, we have joined forces with Unified Sports Group. Our transaction leaders bring more than 45 years of domain expertise in navigating distribution contracts for television and streaming media events, and a vast relationship network globally. We believe the business of sports, media and entertainment ("SME") will become increasingly important in shaping future diplomacy by helping bring people together, promoting mutual understanding, and increasing joy in the human experience.
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Our Team
Broadline Capital's team members have spent their entire careers building trust-based relationships globally. They understand what it takes to align toward a shared vision, develop a clear plan, and work together to create extraordinary value for all key stakeholders -- because they've done it many times.
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​​Broadline seeks to bring together an unparalleled pool of talent who bring relevant domain expertise, pragmatic operating experience, and access to a vast network of relationships. Our team includes past CEOs and entrepreneurs who created significant value in their past companies. They love going back to their roots to help new entrepreneurs succeed.
Broadline's principals are former faculty members at the world's leading research institutions, senior executives at industry-leading companies, and entrepreneurs who built successful market-leading ventures. They collectively hold approximately 50 degrees including 25 doctorates and other advanced degrees.
