March 01, 2015 8:14 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 commercial 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

Phone:

978-927-8300

Fax:

978-927-0499

Key Executives for Brookwood Financial Partners, LLC

Founding Partner, Founder, Chief Executive Officer, and Chairman
Age: 54
President, Director of Real Estate Acquisitions, Member of Investment Committee, and Member of Executive Management Committee
Member, Senior Managing Director and Chief Financial Officer
Partner and Chief Operating Officer
Age: 51
Partner, Managing Director and Chief Technology Officer
Compensation as of Fiscal Year 2014.

Brookwood Financial Partners, LLC Key Developments

Brookwood Financial Partners, LLC Announces Executive Changes

Brookwood Financial Partners, LLC announced that Greg N. Gardner, Amy C. Grey and Marcia G. Strouss have been promoted to Senior Vice President; Daniel E. Gustafson has been promoted to Vice President; and Katie N. Dorren has been promoted to Assistant Vice President and Assistant Property Manager. Mr. Gardner has established himself as a leader within the real estate acquisitions group during his nine years with Brookwood. In addition to providing analytical support for senior management and leading the due diligence effort on numerous commercial real estate acquisitions and dispositions, Mr. Gardner works in an asset management capacity, handling the firmâ s residential land portfolio. Ms. Grey is the Northeast Regional Asset Manager for Brookwood, where she has worked for nine years. She oversees the leasing, property management, budgeting and financial analysis for nine properties, which total over 2.6 million square feet of space. Ms. Strouss has worked at Brookwood for four years. As Associate General Counsel, she is responsible for all FINRA, SEC and state regulatory compliance and also assists the General Counsel in the legal matters of the firm, including the review of all leases and service contracts. Mr. Gustafson is an acquisitions analyst and has worked at Brookwood for three years. He is responsible for providing analytical and due diligence support for the senior managers of Brookwood in conjunction with the acquisition, asset management and disposition of investments. Ms. Dorren, who has been with the firm for almost 10 years, assists with the training and coordination of Brookwoods property management staff in the Northeast. Ms. Dorren also assists with the implementation of strategic operational tasks as Brookwood expands its property management services to other regions of the country.

Brookwood Financial Partners, LLC Promotes Thomas W. Brown to President

Brookwood Financial Partners, LLC announced that Thomas W. Brown has been promoted to the position of President. Thomas W. Brown President and Director of Real Estate Acquisitions Mr. Brown joined Brookwood in 1994, shortly after the firm was founded, as the Director of Real Estate Acquisitions.

Brookwood Announces the Acquisition of 125 East John Carpenter Freeway and 5100 North O'Connor Boulevard

Brookwood Financial Partners, LLC announced that it has acquired 125 East John Carpenter Freeway and 5100 North O'Connor Boulevard, a two building, multi-tenant office property located in the Urban Center of the Las Colinas submarket of Dallas, Texas. The 61.1% occupied property contains 451,195 square feet and is conveniently located adjacent to State Highway 114, providing easy access to other areas of Dallas/Fort Worth, including the Dallas/Fort Worth Airport and downtown Dallas. The top six floors of 125 East John Carpenter Freeway represent one of the few large blocks of contiguous vacant space in the submarket. Brookwood plans to enhance the property's position in the Las Colinas submarket by investing $3.7 million in targeted capital improvements in the property. This is in addition to the considerable recent improvements made by the seller, which include a major lobby renovation, a new conference room, fitness center and cafe.

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