Why Partner With
The Brookshire Company?
The Brookshire Advantage
Investment Banking & Leveraged Finance Experience
Our background in investment banking and leveraged finance allows us to provide sophisticated financial forecasting models, cradle to grave investment experience and decades of institutional knowledge to our clients that is tailored to their specific needs.
Neutral Party Advice
As an unaffiliated party, we offer unfiltered advice to our clients that we believe leads to better outcomes.
Our flexible approach gives clients the ability to properly match revenue and expenses allowing them to meet their profitability goals.
Flexible Cost Structure
Integrity is core to our company and critical to the success of our business. We value long-term client relationships that foster trust and are mutually beneficial.
Integrity, Client First Relationship
Our Services
We provide sophisticated financial analysis and financial forecasting models to business owners of start-ups and small to medium size businesses in a cost effective, value creating manner.
Financial Analysis & Financial Forecasting
We provide a full investment analysis package for non-public, minority equity positions and private credit investments including financial model, investment memo with investment thesis and capital deployment strategy for high-net-worth wealth management firms, family offices, RIAs and foundations.
Full Investment Analysis Package
We provide private market valuations of illiquid investments for portfolios of high-net-worth wealth management firms, family offices, RIAs and foundations.
Private Market Valuations of Illiquid Investments
Outsourced Non-Senior Investment Role
We provide small to mid-size private equity, venture capital and family offices with additional manpower to assist in analyzing new transactions and in conducting portfolio company reviews.
We help business owners and senior executives raise capital through the private credit and private equity markets. Our approach is solutions focused and relationship driven.
