Welcome to Brookfield Investment Partners

Brookfield Investment Partners, LLC provides professional management of investment risk to successful financial institutions, endowments and related high net worth individuals. Brookfield also offers comprehensive M&A consulting services to community banks.

Clients trust our intimate knowledge of the investment business to deliver strong financial performance within a rigorous risk-management framework. In dynamic markets, our focus on balancing risk and return gives our clients the best chance to prosper in the years ahead.

Guiding Our Investors

  • Educate our clients on current risk/return choices
  • Measure success in terms of client investment performance
  • Create a competitive advantage for clients through specialized independent research
  • Tailor portfolios for specific client circumstances

Comprehensive M&A Consulting and Planning

  • Educate management and directors on the M&A process, pricing trends, and structural elements of community banking
  • Identify and analyze potential acquisition candidates, including market analysis
  • Provide detailed stand alone and pro forma financial models of potential M&A transactions
  • Advise buyers on appropriate pricing and deal structures
  • All done under a unique consulting arrangement that provides a cost effective alternative to more traditional financial advisors