Brook Point’s primary focus is providing middle market clients (EBITDA typically between $3 million and $25 million) with financial advisory services and execution capabilities relating to partial or complete ownership transfers. This includes:
- Strategic advisory
- Transactional negotiation (buy-side and sell-side)
- Extensive financial modeling
- Complete due diligence management (pre-marketing through post LOI legal drafting)
- Post LOI transaction assistance
Transactions that fall into these categories include the following:
- Selling minority / majority ownership to a financial or strategic acquiror
- Recapitalization – buying out existing partners and re-distributing ownership
Brook Point professionals have substantial transactional expertise across most industries including: energy (services, upstream, midstream, downstream), manufacturing, distribution, building materials, general industrial, healthcare, software, business services, professional practice management and restaurants.