Broadview Capital is a NY-based boutique M&A advisory agency, combining decades of deep industry experience with cutting-edge industry expertise and knowledge. With our partners spanning two generations, we have a combined 60+ years of experience in investment banking, with billions of dollars in transaction volume between the partners.
Decades of M&A experience, with numerous accolades, including M&A Advisor’s "Deal of the Year" honors for transactions across various industries and deal sizes. Thomas has led landmark deals such as the acquisition of hybris by SAP and the buyout-merger of hybris and iCongo, sponsored by HGGC. His trusted relationships and t
Decades of M&A experience, with numerous accolades, including M&A Advisor’s "Deal of the Year" honors for transactions across various industries and deal sizes. Thomas has led landmark deals such as the acquisition of hybris by SAP and the buyout-merger of hybris and iCongo, sponsored by HGGC. His trusted relationships and track record of success make him a pillar of Broadview’s advisory strength.
With decades in investment banking and portfolio management, Michael brings unparalleled buyside expertise to the team. His tenure at Moab Partners, Perry Capital, and Peter J. Solomon Company underscores his ability to analyze and execute complex transactions with precision.
Christopher is an experienced entrepreneur and AI product leader with a history of turning technological concepts into thriving businesses. By combining startup experience with corporate innovation, he bridges technology and investment, delivering cutting-edge insights and deal execution for Broadview clients.
A seasoned tech entrepreneur, Zach has built impactful software solutions across industries, including finance, AI, messaging, and gaming. With two successful product acquisitions to his name, Zach combines technical expertise with strategic foresight, helping Broadview clients navigate the fast-changing tech landscape.
This powerful blend combines the unparalleled transactional expertise of industry veterans like Thomas O’Shea and Michael Rothenberg with the forward-thinking, digital-native insights of younger team members like Christopher Lee and Zachary Shenkman. This intergenerational synergy ensures that our clients benefit from a comprehensive, nuanced approach to M&A.
Investor-Centric Advisory: With Michael Rothenberg’s buyside expertise, we approach deals with an investor’s mindset, optimizing outcomes for all stakeholders.
Deep Relationships & Proven Results: Thomas O’Shea’s extensive network and award-winning transaction history bring unmatched strategic value to every engagement.
Cutting-Edge Innovation: Christopher Lee and Zachary Shenkman add technological depth and entrepreneurial ingenuity, enabling us to identify and seize opportunities in rapidly evolving markets.
Our team’s collective experience spans over 60 years and billions of dollars in transaction volume. By uniting Gen X wisdom with Gen Z innovation, we offer a truly differentiated approach to M&A. Whether you’re looking to sell, acquire, or invest in the future of technology, Broadview Capital is your trusted partner for transformative success.
At Broadview Capital, we work with visionary leaders and transformative businesses in sectors where we see significant growth potential:
We evaluate every business using a framework focused on Strength, Resilience, and Growth Potential. These principles guide our advisory approach, ensuring we deliver value-driven strategies for every transaction.
By adhering to these principles, we empower our clients to unlock meaningful value while preparing them for long-term success. Broadview’s strategic approach ensures that every deal is built on a foundation of quality, durability, and opportunity.
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