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Our Services

Mergers & Acquisitions

Hands-on, high impact sell-side advisory services for owners and their companies in a complete or partial exit from a business.

Debt Capital Advisory

Advisory services for companies seeking capital for growth, acquisition or other strategic needs.

Strategic Advisory

Evaluation of strategic and financial alternatives including growth opportunities, operational efficiencies and pre-transacting planning

Our Focus

We specialize in working with privately held, family and founder owned businesses, offering tailored guidance on growth, succession planning, and liquidity strategies to help owners achieve their goals.

Families

We focus on guiding family-run businesses to success. These businesses often symbolize a family’s legacy and reflect the values of their owners. With deep insight into the distinct hurdles they encounter, we’ve worked with countless families to capture the true value of their business while safeguarding its long-term heritage.

Founders & Entrepreneurs

We understand that selling a business is not just a financial transaction – it’s the culmination of years of hard work, vision, and personal investment. At Brook Run, we partner closely with founder and entrepreneur led businesses to craft tailored exit strategies, identify the right buyers, and maximize value while preserving the legacy its owners have built.

Industries

Business
Services
Industrials
Technology
Healthcare
Professional
Services
Consumer

Experience

Brook Run Partners simplifies the complicated process of transitioning your business, providing you with the information you need to make the best decision possible–leaving you with peace of mind and confidence in your path forward.

60+
Years of Combined M&A Experience
100+
TransactionsClosed
100%
Partner-Led
Transactions

What Our Clients Say

"Brook Run was a one-stop partner for maximizing our value and mitigating risk on environmental, asset, and employee negotiations."

James Brockwell, Owner

Brockwell’s Septic and Service

"AYB was a multigenerational, asset-heavy company that was in competent hands with Brook Run."

Jack Stumborg, CEO

Atlantic Yacht Basin

"Brook Run navigated the F-Reorg complexity and regulatory compliance with skill. Their due diligence follow-through is a primary reason we landed this plane."

Carol Gibbs, MD

Senior Health and Education Partners, PLLC

"Engaging Brook Run early allowed us to both maximize value and adequately protect us in post-closing arrangements"

Taylor Goodnough, DO

SHAE Medical, PLLC

"Matt not only preserved our value through due diligence but advised us well after closing on ancillary deal provisions"

Gonzalo Fernandez, MD

SiteMed

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