We are Brookwood Financial Partners, a nationally-recognized private equity investment firm that has consistently leveraged an innovative and contrarian investment perspective to generate superior risk-adjusted returns for our clients.

Making investment decisions that yield optimal returns involves more than thorough research, analysis and due diligence. We believe in investment creativity — creativity that enables us to identify unexpected investment opportunities. These ideas are the starting point in the investment process — the critical components that shape our long-term fiduciary responsibilities on behalf of our clients.


Yesway Continues its Expansion in Kansas and Texas with Latest Convenience Store Acquisitions

Yesway, the fast growing convenience store chain, today announced the further expansion of the company with the acquisition of KAPS, LLC, (KAPS), a five store chain in Kansas, (located in Lyons, McPherson, Lindsborg, and Cheney), and the New Deal Travel Center of Texas located at 101 E. Main in New […]

Brookwood Acquires 15-Building Portfolio in Southwest Florida

Brookwood Financial Partners, LLC (“Brookwood”), a Massachusetts-based private equity real estate investment firm, announced today that it has acquired an office portfolio in Southwest Florida (the “Portfolio”) for $43,150,000 or $102.42 per square foot. The Portfolio is currently 83.8% occupied and is comprised of 15 office buildings in three distinct […]

Brookwood Announces the Sale of Lakefront I & II in Orlando, Florida

Brookwood Financial Partners, LLC (“Brookwood”), a nationally-recognized private equity real estate investment firm, announced today that it has sold Lakefront I & II (the “Property”), a four-building, 192,654 square foot multi-tenant office complex located in Orlando, Florida. Brookwood purchased the Property on behalf of one of its institutional separate account […]

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Our Team

Brad B. Root

Managing Director

Mr. Root’s primary responsibility is to raise capital for Brookwood’s various fund, separate account, and co-investment offerings from high net worth individuals, family offices, wealth managers, and select institutional investors. Prior to rejoining Brookwood, Mr. Root was the Chief Operating Officer of the Newton Institute and Center for Serving Leadership […] Read More

Phil DiCarlo

Managing Director

Phil DiCarlo is a Managing Director. Mr. DiCarlo’s primary responsibilities at Brookwood Securities Partners, LLC include establishing and maintaining client relationships, securing equity participation in Brookwood’s investment offerings and communication with clients regarding asset operations and investment performance. Prior to joining Brookwood Securities, Mr. DiCarlo was a Vice President of First Partners, […] Read More

Joe Petrowski

Senior Advisor

Director of Fuels

Mr. Petrowski is a Senior Advisor and Director of  Fuels for BW Gas & Convenience Holdings, LLC. Mr. Petrowski is responsible for working closely with the company’s senior operations executives, to help manage the firm’s growth, improve operations and implement the firm’s business plan. From 2005 through 2013, Mr. Petrowski […] Read More

Meet our team

We are trusted financial stewards and we have come to be known for our thorough research, due diligence and transparency. We place a premium on integrity of our process. Our track record is well-established. Quite simply, we have a well earned and well deserved reputation for producing because we do so consistently.

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Brookwood At A Glance

Properties Acquired
Million Realized Portfolio
Million of Equity Raised
Million Square Feet Acquired
Million Square Feet Actively Managed