Our Services

 

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.