Brookwood Financial  

Investment Philosophy | Corporate Criteria

Brookwood is a multi-stage investor across a broad mix of industry categories. Our typical investment size ranges from $2 million to $10 million and generally will be in the form of preferred equity or convertible debt. We often co-invest with other well-established investment firms.

Although we do not participate in the day-to-day decisions of our portfolio companies, we are not passive investors. We provide strategic, managerial and financial counsel. Most often, this is accomplished through representation on the company's board of directors. In addition, many of our investors are senior executives or former senior executives who provide advice and potential sales leads and other valuable contacts for our portfolio companies. We work hard to create productive partnerships with our portfolio companies since we know our long-term success depends on having strong working relationships with their management teams.

Characteristics we seek in corporate investments include, but are not limited to, the following:

Exceptional Growth Potential
We seek growth from industry or market expansion or increases in market share through organic growth and/or acquisitions.

Qualified and Experienced Management
We invest in companies whose management teams have in-depth knowledge of and experience in their industries.

Clear and Sustainable Competitive Advantage
We focus on companies whose competitive edge comes from their ability to create products or services with intrinsic value for their customers.

  Brookwood Financial Partners L.P. | All Rights Reserved 2006
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