Broadgate Advisers

Overview

Broadgate Advisers operates across M&A advisory, venture capital, and wealth management, with BA Capital Holding PLC identified as its Malta-based group holding company. The firm says its international network covers Europe, Asia, and the Middle East, with operations spanning eight jurisdictions.¹

History

The firm says its founders launched investment banking, wealth management, and venture capital activities in 2015.²

Leadership

Broadgate Advisers lists Rami El Jisr as Managing Partner and Founder; Maya Sayadi Jisr as Head of Wealth and Asset Management; Habib Aoun as Partner and Head of Investment Banking; and Abdallah Yafi and Ghaith Yafi as Partners and Founders of venture capital.³

Services

Its M&A advisory practice provides sell-side and buy-side advice, equity and debt capital raising, structured finance, valuation, and strategy formulation. The team supports mid-cap companies with international capital and cross-border opportunities across Europe, the Middle East and North Africa, and Southeast Asia. Broadgate Advisers reports more than 50 closed deals and more than $3 billion in transaction value, with generalist sector coverage.⁴

The wealth management business describes a holistic service focused on preserving and growing wealth in real terms, transmitting wealth to future generations, and providing family office services.⁵

The firm’s venture capital business, BY Venture Partners, focuses on early-stage technology startups and describes its approach as founder-centric.⁶

What the firm offers

• Private and alternative investments
• Cross-border planning

Client Focus

Broadgate Advisers identifies institutional investors, families, and sophisticated investors among the clients served by its advisory, venture capital, and wealth management businesses.⁷

Approach

The firm describes its model as partner-led and built around close client relationships, family values, and client-centric advice.⁸

Assets and Minimums

BY Venture Partners lists Fund I at $46 million, Fund II at $50 million, and Fund III with a $60 million target.⁹

FAQs

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Sources

1. Broadgate Advisers, Operations
2. Broadgate Advisers, About Us
3. Broadgate Advisers, Our Team
4. Broadgate Advisers, M&A Advisory
5. Broadgate Advisers, Wealth Management Advisory
6. Broadgate Advisers, Venture Capital
7. Broadgate Advisers press release
8. Broadgate Advisers, About Us
9. Broadgate Advisers, Venture Capital

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.