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.
Brock conducts deep dive diligence on prospective direct, private investments and private funds using thorough management, company, and market (MCM) assessment:
Brock assists clients in negotiating and structuring deals to maximize investment potential:
Brock reviews clients’ existing investments, particularly underperforming ones, with rigorous diligence to:
Brock reviews clients’ existing investments, particularly underperforming ones, with rigorous attention to: