Brock assists family offices, trustees, high net worth individuals, and foundations with private, direct investments and private funds. We offer sophisticated solutions tailored to your specific needs. Our 45+ senior partners bring deep industry and transaction experience — including finance, industry, accounting, and legal expertise — along with a wealth of family office insights and relationships.
Investment Due Diligence
Brock conducts deep dive diligence on prospective direct, private investments and private funds using thorough management, company, and market (MCM) assessment:
Deal Negotiation and Structuring
Brock assists clients in negotiating and structuring deals to maximize investment potential:
Brock reviews clients’ existing investments, particularly underperforming ones, with rigorous diligence to:
Post-Investment Advisory Services
Brock reviews clients’ existing investments, particularly underperforming ones, with rigorous attention to: