Broadhaven advises GTCR on acquisition of Ultimus and Gemini

November 19, 2018
GTCR Announces Strategic Combination of Ultimus and Gemini

Jerry von Dohlen ranked Third among the Fintech Finance 40

November 13, 2018
Broadhaven Co-Founder is No. 3 on Institutional Investor's Annual List

Broadhaven advises Boston Private on sale of BOS

October 17, 2018
Boston Private Announces Agreement to Sell Bingham, Osborn & Scarborough

Broadhaven advises Adhesion on its sale to Vestmark

October 16, 2018
Vestmark Agrees to Acquire Adhesion Wealth Advisor Solutions

Broadhaven advises the Special Committee of Sierra

August 9, 2018
Sierra, MCC and Medley Announce Merger to Create Second-Largest Internally Managed BDC

Kirk Wilson joins Broadhaven as Partner

October 1, 2018
Previously MD with Greenhill & Co. and Vice Chairman of Morgan Stanley's Investment Banking Division

Broadhaven advises AcadiaSoft on investment from LSEG

June 27, 2018
London Stock Exchange Group Acquires Minority Stake in AcadiaSoft

Broadhaven advises TMC Bonds on its sale to Intercontinental Exchange

May 29, 2018
Intercontinental Exchange Agrees to Acquire TMC Bonds

Broadhaven advises Cambridge on investment from Sofina

May 16, 2018
Cambridge Associates Announces Agreement to Sell Minority Interest in the Firm to a Long-Standing Client

Broadhaven advises Schroders on its investment in A10 Capital

May 3, 2018
Schroders Deepens Private Debt Capabilities Through Investment in Commercial Real Estate Lending Firm A10 Capital

Broadhaven advises Atria on its acquisition of Cadaret, Grant & Co.

April 19, 2018
Atria Acquires Cadaret, Grant & Co.

Broadhaven advises SGA on investment from Virtus

February 2, 2018
Virtus Investment Partners Announces Agreement to Acquire Majority Interest in Sustainable Growth Advisers

Broadhaven advises Boston Private on the sale of Anchor Capital

December 20, 2017
Boston Private Financial Holdings, Inc. Announces Agreement to Sell Anchor Capital Advisors LLC

Broadhaven advises EIG Partners on their JV with FS Investments

December 11, 2017
FS Investments and EIG Global Energy Partners Form Partnership to Manage $4 Billion FS Energy and Power Fund

Broadhaven advises TowerBrook on its acquisition of Rewards Network

October 2, 2017
TowerBrook Acquires Rewards Network

Broadhaven advises Pax on its sale to Impax

September 18, 2017
Impax Asset Management Group to Acquire Pax World Management

Todd G. Owens joins Broadhaven as Partner

July 18, 2017
Previously CEO of Fifth Street Finance and Partner at Goldman Sachs

Broadhaven advises R3 on its capital raise

May 23, 2017
Largest Ever Investment For Distributed Ledger Technology

Kurt von Holzhausen joins Broadhaven as Partner

May 16, 2017
Bolsters Firm’s Financial Technology and Asset Management Advisory Practices

Broadhaven advises VMS on its sale to NewSpring Holdings

January 4, 2017
NewSpring Holdings Acquires Vertical Management Systems

Broadhaven advises CBOE on its acquisition of Bats

September 26, 2016
CBOE Agrees to Acquire Bats Global Markets

Broadhaven advises REDI on its sale to Thomson Reuters

September 22, 2016
Thomson Reuters Strengthens Buy-Side Trading Capabilities with REDI Acquisition

Broadhaven advises EGA on its sale to Columbia Threadneedle

May 11, 2016
Columbia Threadneedle Investments to Acquire Emerging Global Advisors

Broadhaven advises Conning on its acquisition of Octagon

November 5, 2015
Conning To Acquire Octagon Credit Investors

Broadhaven advises ICE on its acquisition of IDC

October 26, 2015
Intercontinental Exchange to Acquire Interactive Data Corporation from Silver Lake and Warburg Pincus in $5.2 Billion Cash and Stock Transaction

Joseph Zabik joins Broadhaven as Partner

October 14, 2015
Previously Head of Corporate Development and Head of Investment Banking for Sterne Agee

Broadhaven advises Symphony on its capital raise

October 12, 2015
Symphony Raises Over $100M in Financing to Accelerate Global Adoption

Broadhaven advises TA and Reverence on acquisition of Russell

October 8, 2015
TA Associates and Reverence Capital Partners to Acquire Russell Investments from London Stock Exchange Group

Broadhaven advises Portware on its sale to FactSet

September 22, 2015
FactSet Acquires Portware, Execution Management System (EMS) Provider

Broadhaven advises the Special Committee of AcadiaSoft

July 7, 2015
Leading Global Banks, Service Providers and Market Infrastructures Create New Hub for End-to-End Margin Processing

Broadhaven advises R.J. O’Brien on its acquisition of The Kyte Group

March 11, 2015
R.J. O’Brien to Acquire The Kyte Group from GFI Group

Broadhaven advises Portware on its minority recapitalization

August 6, 2014
Portware Closes Minority Recapitalization

Chris Spofford joins Broadhaven as Partner

July 1, 2014
Previously Head of Goldman Sachs' Asset Management Investment Banking Practice

Broadhaven advises ICE on IPO of Euronext

June 19, 2014
Euronext IPO priced at €20 per share

Broadhaven advises AST on its acquisition of D.F. King

May 27, 2014
AST to Acquire D.F. King & Co.

Broadhaven advises Keane on its sale to Lovell Minnick

February 20, 2014
Lovell Minnick Partners LLC to Acquire Keane

Boutique bank that advised on ICE-NYSE deal plans expansion

December 11, 2013
Broadhaven, a 13-person investment bank that has advised on some of the biggest deals in the exchange space in recent years, is gearing up to expand.

Broadhaven advises BondDesk on its sale to TradeWeb

September 12, 2013
Tradeweb Markets LLC to Acquire BondDesk Group LLC

Broadhaven advises BATS on its merger with Direct Edge

August 26, 2013
BATS Global Markets and Direct Edge Agree to Merge

Broadhaven invests in BEN alongside Guggenheim, Cinnober

January 8, 2013
Binary Event Network Secures Growth Capital for Live Event Engagement Platform

Broadhaven advises ICE on acquisition of NYSE Euronext

December 20, 2012
IntercontinentalExchange to Acquire NYSE Euronext For $33.12 Per Share in Stock and Cash, Creating Premier Global Market Operator

Mike Deleray joins Broadhaven

November 20, 2012
Broadhaven Adds Michael Deleray as Partner

Broadhaven advises UNX on its sale to Mantara

May 15, 2012
Mantara Combines EMS Platform with Ultra-Low Latency Risk and Connectivity through Acquisition of UNX

Broadhaven advises Aritas on its sale to Portware

May 9, 2012
Portware to Acquire Technology Assets of Aritas Group, Inc.

Jim Denton joins Broadhaven

April 30, 2012
Broadhaven Adds Jim Denton as Partner

Broadhaven advises NASDAQ OMX on the sale of IDCG to LCH.Clearnet

April 24, 2012
LCH.Clearnet in discussions to expand U.S. footprint with acquisition of IDCG

Broadhaven advises R.J. O’Brien on MF Global-related account transfer and investment

December 8, 2011
R.J. O’Brien CEO Corcoran Testifies on Behalf of RJO and Commodity Markets Council at House Agriculture Committee Hearing on MF Global Bankruptcy

Broadhaven advises ICE on its $512 million investment in Cetip

July 14, 2011
IntercontinentalExchange Announces Strategic Investment with 12.4% Stake in Cetip S.A., Brazil's Leading Clearing House

Broadhaven executes follow-on investment in UNX

June 16, 2011
UNX Receives New Funding For Continued Development of Catalyst Trading Platform and Global Expansion of Catalyst Marketplace

Meet the Mystery Boutique Advising ICE on the NYSE Bid

April 7, 2011
Nasdaq OMX Group and IntercontinentalExchange announced their joint $11.3bn counter-bid for NYSE Euronext, and advising ICE is Broadhaven, a boutique founded in 2009 that has just seven employees.

Broadhaven advises ICE on their unsolicited proposal for NYSE Euronext

April 1, 2011
NASDAQ OMX Group and IntercontinentalExchange Propose Superior Transaction to Acquire NYSE Euronext for $42.50 per Share, 19% Premium to Deutsche Boerse Proposal

Broadhaven advises BATS on acquisition of Chi-X Europe

February 18, 2011
BATS Global Markets Agrees to Acquire Chi-X Europe

Broadhaven advises O’Brien family on acquisition of R.J. O’Brien

December 13, 2010
O'Brien Family Resumes Majority Interest in R.J. O'Brien & Associates

Broadhaven invests in UNX alongside Goldman, UBS

May 24, 2010
UNX Secures Funding to Accelerate Open Technology Offerings, Global Expansion and Multi Asset Class Trading; Broadhaven and Matthew Pritzker Company along with existing investors participate in new round