Broadfield Capital Management
Broadfield Capital Management is a Chicago-based, privately held boutique founded in 2013 by Marc Katz that provides asset management, capital raising, principal investing, and advisory services to companies.
- Company typePrivate
- Founded2013
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Broadfield Capital Management firmographics
Firmographics- Name
- Broadfield Capital Management
- Website
- https://broadfield-capital.com
- Company type
- Private
- Founded year
- 2013
- Headcount range
- 1–10 employees
- Short description
- Broadfield Capital Management is a Chicago-based, privately held boutique founded in 2013 by Marc Katz that provides asset management, capital raising, principal investing, and advisory services to companies.
- Ownership category
- akta.pro rank
Broadfield Capital Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Miscellaneous Intermediation (52391), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)
Keywords
Where Broadfield Capital Management is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Markets served
Broadfield Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Broadfield Capital Management product offering
Product offeringCore offering
Broadfield Capital Management delivers asset management, capital raising, principal investing, and advisory services for companies. The firm functions as a boutique financial intermediary, deploying its own capital and sourcing third-party capital on behalf of corporate clients in the middle market.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management
Companies that use Broadfield Capital Management
Customer profileIdeal customer profiles1 record
Broadfield Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Broadfield Capital Management competitors and assessment
Company assessmentRegional players
- GTCR: Chicago-based private equity firm that invests in and partners with management teams across a range of sectors. Comparable to Broadfield as a Chicago-headquartered capital-management platform engaging in principal investing and corporate advisory, though at materially larger scale.
- Madison Dearborn Partners: Large Chicago-based private equity firm focused on middle-market and large-cap transactions. Comparable to Broadfield in terms of Chicago roots and principal-investing orientation, though substantially larger in AUM and headcount.
- Monroe Capital: Chicago-based private credit firm focused on direct lending and asset-based credit to middle-market borrowers. Comparable to Broadfield as a Chicago-based principal-investing capital manager, with overlap on corporate-finance and capital-raising functions.
Direct peers
- CCMP Capital: Middle-market private equity firm with capital-raising, principal-investing, and advisory activities. Direct peer given the parallel emphasis on equity placement, growth capital, and corporate-finance advisory.
- Stellex Capital Partners: Middle-market private equity firm focused on industrial and business-services companies, providing capital and advisory solutions. Comparable to Broadfield in deploying principal capital and corporate advisory to small/middle-market issuers.
- Victory Park Capital: Chicago-based alternative investment firm providing capital to growth-stage and middle-market companies. Comparable to Broadfield as a Chicago-based, mid-sized, multi-strategy capital-management and corporate-finance advisor.
- Comvest Partners: Middle-market private investment firm providing capital and advisory to companies through private equity, private credit and direct lending strategies. Comparable to Broadfield in business model — multi-strategy principal investing and corporate advisory for mid-market companies.
- Mercato Capital Advisors: Boutique investment bank providing M&A advisory and capital-raising services to middle-market companies. Comparable to Broadfield as a similarly sized advisor focused on capital placement and corporate finance advisory.
Broad incumbents
- Deloitte Corporate Finance (CFA Network): Global M&A and capital-raising advisory platform within Deloitte's larger professional-services firm. Relevant peer because of overlap in corporate-finance and capital-raising advisory services, though at substantially broader scale and scope.
- Baird Capital: Global private equity and venture investment arm of Robert W. Baird. Relevant peer because it operates a principal-investing, capital-raising and corporate advisory platform out of the U.S. Midwest; broader incumbency than a boutique like Broadfield.
Market position
Customer concentration
Broadfield Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Broadfield Capital Management leadership team
Management profileNumber of profiles
Profiles1 record
Broadfield Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Broadfield Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Broadfield Capital Management
What does Broadfield Capital Management do?
Broadfield Capital Management delivers asset management, capital raising, principal investing, and advisory services for companies. The firm functions as a boutique financial intermediary, deploying its own capital and sourcing third-party capital on behalf of corporate clients in the middle market.
When was Broadfield Capital Management founded?
Broadfield Capital Management was founded in 2013. It employs 1 to 10 people.
Where is Broadfield Capital Management based?
Broadfield Capital Management is headquartered in Chicago, United States, in the North America region.
Who are Broadfield Capital Management's main competitors?
Regional players on record are GTCR, Madison Dearborn Partners and Monroe Capital. Direct peers are CCMP Capital, Stellex Capital Partners, Victory Park Capital, Comvest Partners and Mercato Capital Advisors. Broad incumbents are Deloitte Corporate Finance (CFA Network) and Baird Capital.
Does Broadfield Capital Management have an API?
No public API is recorded for Broadfield Capital Management.
What industry is Broadfield Capital Management in?
Broadfield Capital Management's product category is Asset Management. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 52394 and its SIC code is 6282.