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July 30, 2015 7:47 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 with a focus on value-add office, suburban office and industrial properties. The firm invests across all sectors. It prefers to invest in the United States. It invests between $2 million and $10 million. 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: 55
President, Director of Real Estate Acquisitions, Member of Investment Committee, and Member of Executive Management Committee
Managing Director and Director of Finance
Partner and Chief Operating Officer
Age: 52
Partner, Managing Director and Chief Technology Officer
Compensation as of Fiscal Year 2015.

Brookwood Financial Partners, LLC Key Developments

Jodi L Carito Joins Brookwood Financial Partners as Vice President and Portfolio Account at its Beverly Headquarters

Brookwood Financial Partners, LLC announced that Jodi L. Carito has joined the firm as a Vice President and Portfolio Account at its Beverly headquarters. Ms. Carito will be responsible for the general accounting, financial reporting, budgeting and financial analysis for 13 buildings, which are located in both New England and California, and total over 950,000 square feet of space. Most recently, Ms. Carito was a Property Accountant for Boston Properties, a real estate investment trust (REIT) that owns, manages and develops office properties in the United States, where she performed general ledger analysis and account reconciliation for Class A office properties in Boston and New York City. Previously, Ms. Carito was a Development Accountant for Boston Properties where she worked with senior management to develop systems to monitor, track and update costs associated with all of the firm's development projects.

Brookwood Financial Partners, LLC Appoints Ericka L. Ayles as Managing Director and Director of Finance

Brookwood Financial Partners, LLC announced Ericka L. Ayles has joined the firm's senior management team as Managing Director and Director of Finance at its Beverly headquarters. Ms. Ayles will be responsible for supervising the general accounting, financial reporting, budgeting, financial analysis and tax reporting for Brookwood and all of its affiliated entities. In addition, Ms. Ayles will oversee the cash management and banking relationship functions for Brookwood and assist in the acquisition, asset management and disposition process for each of Brookwood's portfolio investments. Prior to joining Brookwood, Ms. Ayles worked for JDJ Family office Services, where she was a client manager providing accounting, tax coordination and planning, estate planning, financial management and business consulting services to a portfolio of clients. Previously, Ericka worked at New Boston Fund Inc., where she was a Vice President of Portfolio and Financial Reporting. Ms. Ayles worked at New Boston Fund from 2002 until 2014 and managed a staff of 25 property and portfolio accountants and was directly involved with property, portfolio and fund accounting.

Brookwood Continues to Build Suburban San Diego Portfolio with Three New Acquisitions

Brookwood Financial Partners, LLC announced that it has acquired the following three properties in the Carlsbad submarket of San Diego, CA: Carlsbad Executive Plaza, which consists of four, three-story buildings totaling 132,869 square feet; Carlsbad Pacific Center, which consists of three, three-story buildings totaling 130,019 square feet; and Plaza I & II, which consists of two, three-story buildings totally 89,040 square feet. These three properties are 80.3%, 69.5% and 88.9% leased respectively. Brookwood will be investing $4.7 million in capital improvements to Carlsbad Executive Plaza, Carlsbad Pacific Center and Plaza I & II.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
July 2, 2015
Carlsbad Pacific Center and Plaza I & II
Merger/Acquisition
June 26, 2015
Carlsbad Executive Plaza
Merger/Acquisition
February 19, 2015
484,573 Square Feet, Seven-Building Portfolio of Class A and Class B Office Buildings in San Diego
 

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