Welcome to Broadline Capital
Broadline Capital is a global alternative investment firm. For more than 20 years, we have focused primarily on providing growth capital for category leaders and category creators in large industries that are ripe for innovation and consolidation. We place emphasis on companies that are approaching a near-term liquidity opportunity, such as an IPO or M&A event.
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.
Our transaction leaders are former entrepreneurs and CEOs of successful companies who understand what it takes to bring people together behind a shared vision, execute 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.
New York | Miami | London | Brussels | Zurich | Dubai | Columbus | Singapore
Our Approach
Broadline Capital operates a growth platform with a proprietary approach designed to stretch alpha at every link of the investment value chain, from origination, structuring and nurturing to exit cultivation. When originating opportunities, we take a three-pronged approach:
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First, we start with a "top-down" emphasis on targeted thematic areas where we perceive an abundance of current opportunities and where our deep domain expertise, pragmatic operating experience, and vast network of relationships built over many years have helped to position us to secure privileged access to unique opportunities.
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Second, we take a "bottom-up" view to screen for promising companies that demonstrate a profitable business model, strong unit economics, and capacity for rapid scalability.
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Third, we selectively invest in the most attractive opportunities and work with the management teams toward a shared plan to create extraordinary value for shareholders, contributing team members, vendors, customers, neighbors, and society.
Portfolio Highlights
Thematic Areas of Focus
Core Technologies
We've been leading investments in machine learning and other core technologies for more than 20 years. We seek the next generation of innovators who are in actively commercializing novel solutions to recognized problems. Our team seeks businesses that have built moats, not clever features that are easily replicated. Our tech team is led by a former Apple executive who formed and led Apple's semiconductor design organization and 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 rapid democratization of expertise and expanded access to data enabled by emerging AI technologies are creating significant new risks and challenges requiring attention to governance, personal data privacy rights, and safety. We also believe these technologies bring the potential for even greater and more positive future impact on humanity than the industrial revolution when developed responsibly.
Financial Services
We seek value-added financial services and digital solutions that can enable smarter, faster, more convenient, and more accessible offerings. We believe digital finance as a broad asset class is still in its infancy, and the best opportunities to invest in future shapers are still ahead. We also seek financial product opportunities enabled by the tokenization of real-world assets and traditionally undervalued nature-based assets. Our thought leaders in this category come from decades of experience in financial services, including a former BlackRock Co-Chief Investment Officer for fixed income and leadership team member from McKinsey's financial institutions group.
Agritech & The Food System
We seek agritech innovators that are transforming the food ecosystem and have the potential to end malnutrition globally. Next-gen technologies are upgrading production quality, supply chain resilience, cold storage efficiency, source traceability, ingredient transparency, food security, and new product concepts. We believe one of the best medicines to treat illness is access to healthier nutrition. After all, nutritious foods help 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 investment leaders for this thematic area have 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.
Health & Life Sciences
We back less-invasive medical devices and later-stage AI-enabled drug development strategies for advancing novel therapeutic platforms that show promising potential to improve patient outcomes and help realize the promise of precision medicine to extend life-span (longevity) and health-span (productive quality of life). Our transaction leaders include recognized thought leaders from Allergan (now Abvie), Pfizer, Roche and leading medical centers and faculties. Representing 50 years of combined domain experience, they hold numerous patents and have published hundreds of published papers and articles.
Energy, Transportation and Data Infrastructure
We seek solutions for energy-efficient data centers, higher-performing energy storage solutions, and transportation logistics solutions., and pragmatic solutions for increasing energy production efficiencies while reducing GHG emissions. Our domain experts in this thematic area hold many issued patents and have published numerous peer-reviewed papers and articles. Example opportunities include solid state battery technologies and technologies for boosting transportation logistics fuel efficiencies.
Sports, Media & Music Entertainment
SME categories continue to witness exponential and dynamic growth. Top-tier professional sports franchises, 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, our sports investment team has joined forces with Unified Sports Group to create a vast network and domain expertise developed over 45 years. Our music group leaders and relationship network have also played a meaningful role in the music industry's innovation for decades. We believe the business of sports, media, and music entertainment ("SME") can become increasingly important in shaping future diplomacy by bringing people together, promoting mutual understanding, and increasing joy in the human experience.
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.
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 CEOs and entrepreneurs who have built and led successful innovative businesses, and also frequently serve as faculty members at the world's leading research institutions. They collectively hold approximately 50 degrees including 25 doctorates and other advanced degrees.
If you agree with our perspective, we invite you to join us.