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February 07, 2016 7:16 PM ET

Capital Markets

Company Overview of Brookwood Financial Partners, LLC

Company Overview

Brookwood Financial Partners, LLC is a private equity, real estate and asset management company specializing in investments in private companies and commercial real estate acquisitions with a focus on value-add office, suburban office and industrial properties. It specializes in acquiring and managing commercial real estate and corporate securities on behalf of a select group of institutional and high net worth investors, family offices and trusts. 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 pref...

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

Brookwood Financial Partners, LLC Announces Executive Promotions

Brookwood Financial Partners, LLC announced that Albert Chan and Jill O’Leary have been promoted to Accounting Manager, and Adam Chin has been promoted to Assistant Vice President. Mr. Chan and Ms. O’Leary have established themselves as leaders within the firm’s Portfolio Accounting Group during their eight and six years with the firm, respectively. In their new roles as Accounting Managers, Mr. Chan and Ms. O’Leary will each lead a team of accountants that will be responsible for the general accounting, financial reporting, budgeting and financial analysis of a portfolio of commercial real estate properties. Mr. Chin is an acquisitions analyst in Brookwood’s Corporate Acquisition Group, where he has worked for the past two years. He is responsible for performing financial analysis and conducting due diligence on all gas station and convenience store properties targeted for acquisition by BW Gas & Convenience Holdings, LLC.

Brookwood Financial Partners, LLC Promotes Jayne M. Rice as Partner

Brookwood Financial Partners, LLC announced that Jayne M. Rice has been promoted to partner of the firm. Ms. Rice is a Managing Director and serves as the firm’s Director of Institutional Sales, Marketing and Investor Relations. In addition, this past year, Ms. Rice was the driving force behind the expansion of Brookwood’s Human Resources Group, as the firm expanded by approximately 150 employees in 2015. Prior to joining Brookwood, Ms. Rice was the Director of Marketing and Client Service for a global emerging markets hedge fund in Boston where she focused on capital development and investor relations.

Brookwood Financial Partners Plans Acquisitions

Brookwood Financial Partners, LLC plans to make acquisitions. The company targets to acquire approximately 600 convenience stores over the next several years.

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Date
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December 14, 2015
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