April 20, 2014 2:32 PM ET

Capital Markets

Company Overview of Brookwood Financial Partners, LLC

Company Overview

Brookwood Financial Partners, LLC is a private equity firm specializing in investments in private companies and real estate acquisitions. The firm invests across all sectors. It invests between $2 million and $10 million. It prefers to invest in the United States. The firm invests in the form of preferred equity or convertible debt and seeks to co-invest in its transactions. It prefers to take a seat on the board of directors on its portfolio companies. Brookwood Financial Partners, LLC was founded in 1993 and is based in Beverly, Massachusetts.

72 Cherry Hill Drive

Beverly, MA 01915

United States

Founded in 1993





Key Executives for Brookwood Financial Partners, LLC

Founding Partner
Age: 53
Partner and Chief Operating Officer
Age: 50
Compensation as of Fiscal Year 2013.

Brookwood Financial Partners, LLC Key Developments

Brookwood Financial Partners, LLC Appoints William R. Adams as an Assistant Vice President and Analyst in Its Real Estate Acquisitions Group

Brookwood Financial Partners, LLC announced that William R. Adams has joined Brookwood as an Assistant Vice President and Analyst in its Real Estate Acquisitions Group. Most recently, Mr. Adams worked at Admirals Bank in Boston as a Commercial Real Estate Analyst evaluating office, industrial, retail and multi-family properties that were part of performing and non-performing loan pools acquired by Admirals Bank.

Brookwood Financial Partners, LLC Announces Management Promotions

Brookwood Financial Partners, LLC announced that Steve Berube has been promoted to Managing Director and that Jill O'Leary, Albert Chan and Jory Crowell have all been promoted to Vice President. Ms. O'Leary and Mr. Chan are Portfolio Accounts who have worked at Brookwood for four and seven years respectively and are responsible for the general accounting, financial reporting, budgeting and financial analysis of various portfolio investments. Mr. Berube, who has been with the firm for almost 14 years, oversees a team of Portfolio Accounts and currently serves as the Controller of Brookwood. They are all very deserving of their promotions and will continue to be an integral part of its growing team. Mr. Crowell provides analytical and due diligence support for the senior managers of Brookwood in conjunction with the acquisition, asset management and disposition of investments, and assists in the production of investor reports.

Brookwood Announces the Acquisition of Heritage Square I & II in Dallas

Brookwood Financial Partners, LLC announced that it has acquired Heritage Square I & II, a two-building, multi-tenant office property located in Dallas, TX. The 56%-occupied property contains 359,758 square feet and is located at the interchange of the Dallas North Tollway and Interstate Highway 635 (the LBJ Freeway), which is undergoing one of the most comprehensive transportation improvement projects in the United States. Brookwood has extensive plans to improve to the property. Heritage Square is a well-located property surrounded by numerous amenities. The Upper and Lower Tollway submarkets, which comprise the Far North Dallas market, have been two of the strongest performing submarkets in Dallas over the last 24 months. According to CB Richard Ellis, since peaking at 19.5% in 2009, the Far North submarket vacancy has declined over 23% to its current level of 14.9%. In the past five years alone, the market has experienced nearly 2.5 million square feet of positive net absorption. This is the ninth property and the fourth in Texas that Brookwood has either acquired or put under contract in the last six months as it continues to execute successfully its value-add strategy of buying sound properties from distressed sellers for deep discounts in improving markets.

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Recent Private Companies Transactions

April 10, 2014
166,098 Square Feet Of 11-Story Office Property in Fort Lauderdale
December 30, 2013
Heritage Square I & II
December 26, 2013
The Embassy in Irving, TX

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