Brookside Equity Partners makes private equity investments in middle-market companies. Our philosophy is to partner with excellent management teams to help create long-term value. Our capital is family capital, evergreen, patient and flexible.
  Summary Brochure >>



Brookside Equity Partners is not a traditional fixed-term private equity fund. Our capital, which is primarily family capital, is evergreen, patient and flexible.
About Us

Brookside Equity Partners LLC focuses on private equity investments, including direct control investments, majority or minority co-investments alongside of other investment firms, and, on a selective basis, investments in private funds or special situations. We emphasize LBO transactions, but we will consider a limited number of growth capital investments in partnership with other value-added investors. We aim to partner with excellent management teams and co-investors to help create long term value.

Brookside Equity Partners is not a traditional fixed-term private equity fund. Our capital, which is primarily family capital, is evergreen, patient and flexible. Our investment horizons are determined by the needs of the businesses in which we invest, rather than by pre-determined investment periods. This flexibility distinguishes us from other private equity groups which may seek investment realizations based on fund raising cycles rather than fundamental business reasons. Management teams can take comfort in the fact that exit decisions will be made in partnership with management and we will not be forced to exit an investment at an inopportune time. In addition, investments are structured with what we believe to be a conservative capital base and term that is appropriate for the company in which we are investing.

Brookside Equity Partners works closely with management teams to develop and execute strategic initiatives including new product introductions, geographic or channel expansion, acquisitions and efficiency improvements. We are proud of our successful, long-term investment track record.  

This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by Brookside Equity Partners.  Investment opportunity is limited to certain investors only through a confidential written agreement.  An investment in a private fund is not appropriate or suitable for all investors and involves the risk of loss.

Our goal is to partner with management to take a business to the next level of success. We prefer investing in situations where management and/or the selling shareholders are willing to reinvest with us.
Investment Criteria

Direct, Control LBO Transactions
 

  • Revenue of at least $15 million for the two prior years and up to $150 million or more
  • EBITDA of at least $5 million for the two prior years and up to $25 million or more
  • Gross margins in excess of 25%
  • EBITDA margins in excess of 10%
  • Strong management
  • History of strong, consistent revenue and earnings growth
  • Attractive future growth prospects
  • Defensible market positions
  • High returns on capital


We do not have a specific industry focus, but generally invest in manufacturing, business services, financial services and consumer businesses. We have experience in a broad range of industries including, but not limited to:  
 

  • Plastics
  • Food and food ingredients
  • Environmental and industrial services
  • Specialty manufacturing
  • Valued-added distribution
  • Specialty building products
  • Financial services
  • Specialty chemicals


While we have experience investing in Europe and Asia, we currently focus our control investments on businesses headquartered in North America. Our goal is to partner with management to take a business to the next level of success. We prefer investing in situations where management and/or the selling shareholders wish to reinvest with us.

Co-investments
In most cases, the co-investments in which we participate meet the same criteria suggested above for control investments. However, we will consider a wider range of industries and deal types provided the co-investor with whom we are partnering brings value-added industry expertise and relationships. In partnership with other like-minded and value-added investors, we will consider growth capital and special situation opportunities.

Fund Investments
While we focus on direct investments and co-investments, we will selectively consider investments in funds. The primary metric by which we judge funds is our assessment of their ability to generate attractive risk-adjusted returns. We believe the best predictors of this ability are:
 

  • Disciplined, consistent investment process
  • Focused strategy
  • Strong, motivated team with minimal turnover
  • Consistency of returns across investments


We prefer teams that have worked together for a long period of time, but will occasionally consider first-time funds. We invest selectively in the following types of funds: LBO, growth capital, mezzanine, special opportunity and secondaries. We have a strong preference for investing in funds that will provide us with the opportunity to make significant co-investments. 

We look forward to discussing new investment opportunities with you and promise a prompt and confidential reply.

Intermediaries & Deal Sources
Brookside Equity Partners has relationships with investment bankers, business brokers, and other intermediaries throughout North America. We work with both sell-side and buy-side intermediaries. We are happy to negotiate buy-side fee agreements on a deal-by-deal basis. 

We also work with and back operating executives who identify a transaction in which they can play an active role and help drive value.

We look forward to discussing new transactions with you and promise a prompt and confidential reply.

Add-On Acquisitions
Brookside Equity Partners and its co-investors actively seek add-on acquisitions for their existing portfolio companies. The size and financial criteria that apply for new platforms do not apply for add-on opportunities. We currently seek add-on opportunities in the following industries:

  • Furniture Designers, Manufacturers, Importers and Distributors
    Ideal acquisition candidates include residential furniture designers, manufacturers, importers and distributors. We will consider situations where management/owners wish to retire or take more passive operational roles. Strong competitors within a particular residential furniture niche with broad customer relationships are ideal. Alternative structures to an acquisition, including royalty interests, may be acceptable. Revenue in the $5-$40mm range is preferred, but not required.
 
  • Food Flavorings and Food Ingredients Manufacturers
    Ideal acquisition candidates are manufacturers of food flavorings and/or specialty intermediate food ingredients. We will consider companies focused on dry and liquid flavorings for either food or beverage products. Manufacturers of branded food products are not an ideal fit. Minimum revenue of $3 million required. We no longer have a platform company in this sector, but would evaluate investments in companies that do not meet our trandition size minimums.
     
  • Finance and Insurance Products
    Ideal acquisition candidates are administrators, underwriters, and originators of finance and insurance products.  These products typically cater to automotive owners with a focus on vehicle service contracts and other ancillary products.  We will consider products originated across other end markets such as powersport, RV, home, etc.
   
We believe that great companies are built by driving long-term growth and creating long-term, sustainable competitive advantages.
Approach

We believe that great companies are built by driving long-term growth and creating long-term, sustainable competitive advantages. After identifying an attractive opportunity, our process involves working with management and/or co-investors to ensure our collective objectives are aligned and structure a transaction that works for all stakeholders. We endeavor to put in place a conservative and appropriate capital structure. With evergreen capital, no fixed-term fund or its associated constraints, and no formal investment committee, we have the ability to be flexible, move quickly, and provide certainty of closing. We add value after closing by (1) leveraging relationships built over 35 years investing in middle market businesses, (2) helping develop strategic plans based on our team’s collective experiences and often utilizing industry-specific advisors, some of whom we’ve worked with for over 20 years, and (3) providing capital to support growth initiatives and/or acquisitions. We are not operators and seek to partner with best-in-class management teams who can operate semi-independently. As partners, we maintain a long-term perspective and exercise the highest degree of integrity, as our reputation is paramount. References can be provided at your request.



BROOKSIDE EQUITY PARTNERS : Representative Current Portfolio Companies
AirBnB Technology
Airbnb is a global leader in peer-to-peer home sharing and operates an online marketplace and hospitality service for consumers to lease or rent short term lodging.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.airbnb.com

Alta Mesa Resources, Inc. Energy
Alta Mesa Resources, Inc. is a publicly traded independent exploration and production company focused on the development and acquisition of unconventional oil and natural gas reserves in the eastern portion of the Anadarko Basin.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.altamesa.net

Andean Tower Partners Telecom
Andean Tower Partners is a privately-owned provider of wireless communication infrastructure in the Andean Region. The company owns, operates and manages telecommunications towers, rooftops, and site locations. ATP was founded in 2015 by the Digital Bridge executive team.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.atpsites.com

AUL Corp Financial
AUL Corp founded the national used car service contract industry in 1990, with its still famous “Any Year, Any Mileage®” Vehicle Service Contract. The Company continues leading its industry and is the only provider of its type authorized to conduct business in all 50 states, as well as some Caribbean locations. The Company enjoys the long-term relationships in the industry with its extensive agent and dealer network. AUL’s mission is to be the premier service contract administrator in America. Brookside Equity Partners acted as the sponsor.
Website :  www.aulcorp.com

Brookside Flavors & Ingredients, LLC Food
Brookside Flavors & Ingredients, LLC was formed by BEP in partnership with industry executives, Nick Nikola and Bill Gambrell, with the purpose of building a full spectrum flavor and ingredients company through the acquisition of small and midsize flavor companies and through internal development of new lines of business.  BFI provides an alternative to owners who do not want to sell to large flavor houses and want to continue to be involved in the flavor businesses.  

Brookside’s experience in the flavor industry began in 1996 when certain of its principles invested in Geneva Ingredients, Inc. Through organic growth and subsequent acquisitions, and with the help of Mr. Nikola, the team grew the company to be a diversified developer and manufacturer of sweet and savory flavors.

Website :  www.brooksideflavors.com

Centre Lane Partners/Perseus GP Restructuring Financial
Center Lane Partners acquired the LP interests of multiple closed end funds managed by Perseus L.L.C. following an event that required restructuring of the general partnership.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.centrelanepartners.com

DataBank (fka Data Bridge) Technology
Data Bridge is a scalable data center platform developed by industry veterans at Digital Bridge to consolidate the fragmented data center market and expand organically.  Data Bridge’s initial platform business is DataBank, a leading independent enterprise colocation and managed services provider in the central United States.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.databank.com

Expert Consulting Network Business Services
The Company is a technology-enabled learning platform that connects top professionals with experts.  The Company provides customized and interactive research to professionals in critical decision making roles through access to its leading expert network.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  

Extenet Telecom
Extenet designs, builds, owns, monitors, and maintains Distributed Antenna Systems (“DAS”) for use by wireless service providers, governments, healthcare organizations and other commercial enterprises throughout the U.S. and Canada.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.extenetsystems.com

HeartFlow, Inc. Technology
HeartFlow, Inc. is a medical technology company redefining the way heart disease is diagnosed and treated. HeartFlow's non-invasive HeartFlow FFRct Analysis leverages deep learning to create a personalized 3D model of the heart. By using this model, clinicians can better evaluate the impact a blockage has on blood flow and determine the best treatment for patients.  The HeartFlow FFRct Analysis is commercially available in the United States, Canada, Europe and Japan.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.heartflow.com

Hillsdale Furniture LLC Consumer Discretionary
Designs, imports and markets promotional to mid-priced bedroom, dining room, occasional and accent furniture. The company is well known for its innovative designs and ability to bring fresh ideas to market rapidly. Unlike most of its competition, Hillsdale has the ability to service furniture, mattress, specialty, online and mail order retailers directly from Asia, from one of its domestic warehouses or by drop shipping to a retailer's customers. Brookside Equity Partners acted as the sponsor. 
Website :  www.hillsdalefurniture.com

Imagine Entertainment Consumer Discretionary
Imagine Entertainment is a film and television production company led by Oscar, Emmy, and Academy Award winning producers Ron Howard and Brian Grazer.  Imagine has produced such notable films as Apollo 13 and A Beautiful Mind, and popular TV shows such as 24 and Arrested Development.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.imagine-entertainment.com

Lyft Technology
Lyft was founded in June 2012 by Logan Green and John Zimmer to reconnect people and communities through better transportation.  As of January 2016, Lyft was the fastest growing rideshare company in the U.S and was available in more than 190 cities.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.lyft.com

Margaritaville Holdings LLC Consumer Discretionary
Leading consumer brand licensing company that is a symbol of escapism and relaxation.  The company has developed a strong portfolio of lifestyle products and has a presence across a portfolio of restaurants, resorts, casinos, vacation destinations and consumer product categories.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.margaritaville.com

Meituan Technology
Meituan is one of the largest online-to-offline (“O2O”) e-commerce marketplaces in China, providing food delivery, hotel bookings and other lifestyle services to consumers.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.meituan.com

Meta Financial Group Financial
Operates MetaBank, a federally-chartered savings bank with market areas in Iowa and South Dakota, and Meta Payment Systems, the industry-leading electronic payment system focused on prepaid cards. Meta Payment Systems offers scalable payment solutions for prepaid, debit, credit, ATM sponsorship or agent bank products. Brookside Equity Partners participated in a private placement to provide growth capital for Meta.
Website :  www.metafinancialgroup.com

Mexico Tower Partners Telecom
Mexico Tower Partners, formed in 2014, is the largest private independent operator of wireless communications infrastructure assets in Mexico.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.mtpsites.com

New Energy, Inc. (d/b/a NE Kids Furniture) Consumer Discretionary
NE Kids, founded in 1979, is a designer, importer and marketer of innovative children’s furniture collections.  NE Kids is focused on designing comprehensive furniture collections for kids that create a fun environment, challenge the imagination and enhance creativity.  Its products include children’s desks, chairs, bookshelves, beds, bunks, captain beds and loft systems.
Website :  www.ne-kids.com

Operator of Full Service Restaurants Consumer Discretionary
The Company is a Southeast U.S.-based owner operator of 24 restaurants serving high quality menu items at affordable prices. With a well-established brand, the full-service restaurants offer a variety of menu items to their large and loyal customer base. In addition, each location provides extensive take-out and catering services.
Website :  

Owl Rock Capital Partners Financial
Owl Rock Capital Partners is a Business Development Company (BDC) that meets the distinct and underserved financing needs of middle-market companies through tailored “one-stop” financing solutions across the capital structure.
Website :  owlrock.com

Rothesay Life Financial
Established in 2007, Rothesay Life is one of the largest UK-based insurance companies focused on providing insurance to UK pension schemes and their members.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.rothesaylife.com

SelectQuote, Inc. Financial
A leading independent insurance distributor that directly markets life, auto, home and senior insurance products.  In 1985, SelectQuote Life pioneered the direct marketing of term life insurance by providing unbiased price comparisons of the best rates from highly-rated life insurance companies.  Today, SelectQuote has become the leading independent term life insurance agency and has added SelectQuote Senior and SelectQuote Auto & Home divisions.  Unlike most of its competitors, who are captive to or aligned with a specific insurance carrier, SelectQuote is truly impartial and shops for the best available rates.  SelectQuote is independent, impartial and commission agnostic.  Brookside Equity Partners led the recapitalization of the Company to provide partial liquidity to certain minority shareholders.
Website :  www.selectquote.com

SMS Assist Technology
SMS Assist is a tech-enabled multi-site facilities management company. Currently servicing over 130,000 unique locations, SMS Assists’ affiliate network utilizes 45 different trade experts from coast to coast leveraging more than 20,000 affiliate companies which represent over 500,000 skilled technicians.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.smsassist.com

Snapchat Technology
Incorporated in 2012 in California, Snapchat operates a fast growing social network of scale in the world, with 130 million+ daily active users and 10 billion+ daily video views as of March 2016.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.snapchat.com

Space Exploration Technologies Corp. Technology
SpaceX designs, manufactures and launches advanced rockets and spacecraft.  The company was founded in 2002 to revolutionize space technology, with the ultimate goal of enabling people to live on other planets.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.spacex.com

Superior Auto, Inc. Consumer Discretionary
Operates auto dealerships located throughout Indiana, Ohio, Michigan and Kentucky, selling vehicles and providing in-house financing to consumers who lack access to traditional financing sources as a result of limited income or past credit problems. Superior is one of the largest privately-held automotive retailers competing in the Buy-Here/Pay-Here (“BHPH”) segment. Brookside Equity Partners co-invested with another firm which acted as  the lead financial sponsor.
Website :  www.superior-auto.com

Tellermate Holdings Limited Technology
Tellermate Holdings Limited is a leading manufacturer and distributor of electronic weight-based cash counting equipment.  Founded in 1981, Tellermate's cash counters process transactions valued in excess of $1 billion daily in over 20 currencies across 30 countries.  Headquartered in Newport, Wales, the company supplies a diverse international customer base within the retail, food service, grocery, and finance industries from its sales offices in the United States, Germany, France and Spain.  Brookside Equity Partners led the buyout of the company alongside the existing management team to provide liquidity to its founding shareholders.
Website :  www.tellermate.com

The Honest Company Consumer Discretionary
Founded in 2011, The Honest Company is a consumer company that emphasizes natural, organic and non-toxic products in the personal care and household goods segments.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.honest.com

Tujia Technology
Tujia is a leader in the Chinese peer-to-peer home sharing industry and operates an online marketplace for consumers to lease or rent short term lodging.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.tujia.com

U.S. Century Bank Financial
U.S. Century Bank, established in 2002, is one of the largest community banks headquartered in Miami, with assets of $1 billion.  Through its network of 22 branch locations and its online banking platform, it offers its customers a wide range of financial products and services.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.uscentury.com

Valterra Products, LLC Specialty Manufacturing
Valterra Products, LLC is a leading designer and manufacturer of brand name fluid control products to the recreational vehicle (“RV”) aftermarket & OEM, pool & spa, and industrial markets.  The Company offers among the most comprehensive product lines in its respective markets, with a portfolio of over 3,500 products and accessories.  Valterra’s suite of products includes valves, fittings, regulators, hoses, sewer kits, as well as pool water test kits, pumps, filters and cleaning accessories.  Its products are sold to a large and diverse base of over 1,200 customers, both in the U.S. and internationally.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.valterra.com

Vertical Bridge Telecom
Founded in 2014, Vertical Bridge owns or manages wireless communication sites across the United States.  The wireless carriers place antennae and associated equipment on towers and rooftops to enable the provision of wireless telephony and data services.  Brookside Equity Partners co-invested alongside another firm which acted as the lead financial sponsor.
Website :  www.verticalbridge.com



These companies are shown to illustrate the industries and sectors in which Brookside Equity Partners LLC ("BEP") has invested. The information provided herein should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in the portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed do not represent the entire portfolio and in the aggregate may represent only a small percentage of the portfolio holdings. Upon request, Brookside Equity Partners will provide a complete list of all investment recommendations it has made within the immediately preceding year.

It should not be assumed that any of the securities transactions or the holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results. The representative portfolio companies exclude investments in committed funds, venture capital investments with enterprise valuations less than $1 billion, private equity investments of less than $1 million and credit opportunities.



Non-BEP Portfolio Companies from which Some of Our Principals Gained Experience
American Furniture Manufacturing, Inc Specialty Manufacturing

Manufactures promotional upholstered furniture sold to independent furniture stores throughout the country. Hillside Capital Incorporated was the lead investor and majority holder in this transaction, which was sponsored by another equity fund. American Furniture was sold in 2004.


Website :  

Ampex Corporation Specialty Manufacturing

Designs and manufactures high-capacity, high-performance digital storage systems which function in demanding environments on land, at sea or in the air. Ampex products are principally used in defense applications to gather digital images and other data from aircraft, UAVs, satellites and submarines. Ampex has subsidiaries in Great Britain and Japan. Its products are also offered in other major overseas markets through distributors. The company also holds numerous patents and licenses certain technology manufacturers of professional and consumer electronic products. Hillside Capital Incorporated is the sole shareholder of Ampex.


Website :  www.ampex.com

Compression Polymers Group Specialty Manufacturing

Manufactures heavy gauge sheet plastic, bathroom partitions, and synthetic wood replacement products. Hillside Capital Incorporated was a significant investor in this transaction, which was sponsored by another equity fund. Compression Polymers was sold in 2005.


Website :  www.cpg-vycom.com

Dimex LLC Specialty Manufacturing

Extrudes plastic products sold to a variety of end-user markets throughout North America. The Company currently manufactures and sells products in four primary product categories: lawn & garden, matting, building products and marine. Dimex utilizes a sophisticated raw material sourcing model that creates a significant competitive cost advantage in the marketplace. Hillside Capital Incorporated was the sponsor and majority shareholder in Dimex LLC.


Website :  www.dimexcorp.com

Geneva Ingredients, Inc. Food

Geneva Flavorings, Inc. 
Geneva Ingredients was sold to the Kerry Group, a publicly traded UK company, in 2001. 
Manufactures reaction-based and compounded savory flavors for the food industry. 
FlavTek, Inc. 
Manufactures compounded sweet flavors for the food industry. 
Gilette Food Flavorings LLC 
Manufactures reaction based and compounded savory flavors for the food industry.

Hillside Capital Incorporated was the sponsor and majority investor in this transaction.
 


Website :  

IMG Holdings, Inc. Media

Publisher of regional newspapers and shoppers throughout the upper Midwest. Hillside Capital Incorporated was the majority investor in this transaction, which was sponsored by another equity fund. IMG was sold in 2000.


Website :  

MainStreet Media Group LLC Media
Publishes community newspapers and specialty publications in some of the most affluent and fastest-growing areas in California, including: La Jolla, Del Mar, Solana Beach, Carmel Valley, Rancho Santa Fe, Ramona, Santa Cruz, Hollister, Gilroy, Morgan Hill and Jackson. The Company"s publications consist of daily newspapers, weekly newspapers, alternative weekly newspapers, specialty publications and multiple direct mail products. Brookside International LLC co-invested with the existing management team and is the lead investor and majority shareholder in California Coastal LLC.
Website :  www.mainstreetmg.com

McKenzie Sports Products Specialty Manufacturing

Manufacturers foam forms for the taxidermy and target industries. Hillside Capital Incorporated was a significant investor in this transaction, which was sponsored by another equity fund. McKenzie was sold in 2003.

 


Website :  www.mckenziesp.com

P&M Color Workshop Consumer Products

Manufactures patented creative coloring and art products for children. Hillside Capital Incorporated was a significant investor in this transaction, which was sponsored by another equity fund. Color Workshop was sold in 2003.


Website :  

Physicians Support Services Healthcare

Provides management, billing and other services to specialty physicians" practices. Hillside Capital Incorporated was the lead investor in this transaction. Physician Support Services was sold in 1998.


Website :  

Precix, Inc Specialty Building Products

Produces O-ring, seal ring, and custom elastomeric solutions with a major presence in the automotive industry. Precix was sold in 2006. Hillside Capital Incorporated was the lead investor in this transaction.


Website :  

St. Louis Bank for Savings, FSB Financial Services
A leading independent bank providing deposit-taking, mortgage banking and lending, consumer and commercial lending and other financial services. Hillside Capital Incorporated co-invested with First Financial Investors, Inc., which acquired the mutual thrift company through a voluntary supervisory conversion to stock company status. St. Louis Bank was sold to U.S. Bancorp.
Website :  

Teepak International Incorporated Food

Teepak International Incorporated 
Manufactures food packaging for the processed meat industry. 


Cutisin 
Czech manufacturer of meat casings for the former Soviet Union. Cutisin was among the first privatizations in the former Czechoslovakia. 

Teepak was sold to Devro International, a publicly traded U.K. company, in 1996. Hillside Capital Incorporated was the lead investor in this transaction.


Website :  

Treasury Bank Ltd. Financial Services
An FDIC-insured full service bank offering a range of deposit and lending services nationally to high net worth individuals, small companies and municipal governments. Hillside Capital Incorporated co-invested with an affiliate of First Financial Investors, Inc. to acquire Treasury Bank. Treasury Bank was sold to a unit of Countrywide Financial, Inc. in 2001, establishing it as Countrywide’s depository institution prior its sale to Bank of America in 2007
Website :  

Ultra Aluminum Manufacturing, Inc. Specialty Building Products

Manufactures a premier line of ornamental aluminum fencing, pool fences, custom gates and accessories.  The Company manufactures five grades of fencing including residential, pool, commercial, industrial and heavy industrial.  Ultra’s efficient manufacturing process, short lead times and reputation for quality differentiate it from the competition.  Hillside Capital Incorporated is the sponsor and lead investor in Ultra Aluminum.


Website :  www.ultrafence.com

Via, Inc. Specialty Manufacturing

Manufactures a full line of office seating with shipping turnaround within 48 hours. Hillside Capital Incorporated was the lead investor and majority equity holder in this transaction, which was sponsored by another equity fund. Via, Inc. was sold in 2005.


Website :  www.viaseating.com

Wicks Broadcast Properties Media

Group of 16 radio and television stations. Hillside Capital Incorporated was the lead investor and majority owner in this transaction, which was sponsored by another equity fund. Wicks Broadcast Properties was sold in 2000.


Website :  



The companies presented on this website page are investments in which the Managing Directors played a role in selecting the investments in private companies while they were affiliated with another investment adviser. Such entities should not be interpreted as entities in which BEP has invested or managed. BEP maintains or has access to the records supporting the prior account(s) and will provide a copy of such records upon request. These companies are shown to illustrate the industries and sectors in which the Managing Directors of BEP have investment experience. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Upon request, Brookside Equity Partners will provide a complete list of all investment recommendations it has made within the immediately preceding year. It should not be assumed that any of the securities transactions or holdings discussed were profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Past performance is not indicative of future results.



TEAM : Investment Professionals
Donald L. Hawks III
Managing Director & President

Mr. Hawks is a Managing Director and the President of Brookside Equity Partners. He focuses on overseeing the investment activities of Brookside Equity Partners. Prior to co-founding Brookside Equity Partners, Mr. Hawks commenced his professional relationship with a predecessor company of The Brookside Group where he focused on private equity and mezzanine investments. Prior to his involvement with The Brookside Group, he was a Strategy Consultant at Monitor Group, where he worked with the consulting division, Monitor Company, and the private equity division, Monitor-Clipper Partners (MCP). He advised clients on various corporate strategy issues including international expansion, mergers and acquisitions, development of marketing strategies, and outsourcing. He focused on improving the performance of portfolio companies for MCP. Mr. Hawks also co-founded a company in the defined contribution medical benefits space. He is a graduate of Georgetown University and received his MBA from The Wharton School, where he was a Palmer Scholar. He is a director of multiple private companies and is involved in several non-profit initiatives. He serves on the Investment Committee of the Rockefeller Family Fund.
Raymond F. Weldon
Managing Director

Mr. Weldon is a Managing Director and co-founder of Brookside Equity Partners. Mr. Weldon commenced his professional relationship during 1985 with predecessor companies of Brookside as a tax and transaction services advisor at PricewaterhouseCoopers. At the predecessor Brookside entities, he has invested in control private equity, private equity co-investments, real estate and public markets. He has also co-manages the investment strategy for a pension trust. Mr. Weldon helped organize the initial mezzanine fund of Brookside during 2001. He is now focused his investing efforts on the control private equity and co-investment strategies of Brookside Equity Partners. Mr. Weldon graduated maxima cum laude from the Honors Program of LaSalle University and received his Masters in Taxation from the joint Villanova University Law School/Business School program. He is a CPA (inactive) and director of several private companies.
Richard T. Dell'Aquila
Managing Director

Mr. Dell'Aquila is a Managing Director at Brookside Equity Partners. He focuses on all aspects of the investment activities of Brookside Equity Partners. Mr. Dell'Aquila commenced his professional relationship with The Brookside Group through the review and sponsorship of certain private equity co-investment opportunities. Prior to joining Brookside Equity Partners, he was a Managing Director at Parallel Investment Partners, a middle market private equity firm in Dallas, TX, where he was involved in sourcing, evaluating, structuring, managing and exiting several private equity investments. Before joining Parallel, Mr. Dell'Aquila was a Principal at Southfield Capital Advisors, a Greenwich, CT-based lower-middle market private equity firm, where he helped execute the firm’s investment strategy. Prior to joining Southfield, Mr. Dell'Aquila was a Research Analyst and member of the investment team at Sasco Capital, a $3.5 billion special situations public equity fund. Earlier in his career, Mr. Dell'Aquila was the Director of Finance & Corporate Development for Pangea, Ltd, a private equity-funded telecommunications company. Mr. Dell'Aquila started his career as a Financial Analyst in the leveraged finance group at Bear, Stearns. Mr. Dell'Aquila graduated from Hamilton College where he received a B.A. in Economics. He also studied at Oxford University.
Brian Piacentino, CFA
Principal

Mr. Piacentino is a Principal at Brookside Equity Partners. Prior to joining Brookside Equity Partners he managed the private equity portfolio for a significant family office. Mr. Piacentino also worked in direct, middle-market private equity in the Philadelphia area for Marsh Hawk Capital where he served in certain operating roles and closed, monitored and exited deals in such industries as media, manufacturing and real estate. Mr. Piacentino started his career at Toll Brothers, Inc., the nation's largest luxury homebuilder, where he worked on project finance and M&A in the company's corporate development department. Mr. Piacentino graduated Magna Cum Laude from Susquehanna University, where he was awarded the top finance major, and is a CFA charterholder.
Michael LaConti
Principal

Mr. LaConti is a Principal at Brookside Equity Partners. Prior to joining Brookside Equity Partners, Mr. LaConti worked at Summer Street Capital Partners in Buffalo, NY, a middle-market private equity firm, where he assisted in the investment process and portfolio management for a number of transactions in industries such as niche manufacturing and environmental services. Mr. LaConti started his career at JPMorgan Chase & Co., where he oversaw the trading of Private Wealth Management accounts with a market value of over $1 billion. He graduated with honors from Cornell University, Dyson School of Applied Economics and Management, and is a Level III CFA candidate.
Clinton R. Montague
Associate

Mr. Montague is an Associate at Brookside Equity Partners. Prior to joining Brookside Equity Partners, Mr. Montague was a management consultant at Promontory Financial Group where he advised clients on operational improvements, corporate governance, and regulatory issues and helped lead large forensic reviews. Mr. Montague graduated from Princeton University with an AB in economics and received his MBA with a finance certificate from the MIT Sloan School of Management.
Alex Swirski
Associate

Mr. Swirski is an Associate at Brookside Equity Partners. Prior to joining Brookside Equity Partners in August 2017, Mr. Swirski was a Senior Analyst at GP Investments, a leading Latin America private equity firm where he evaluated investment opportunities. He later joined GP Investments’ portfolio company BR Towers, an independent operator of wireless communications infrastructure in Brazil, as a Financial Manager where he was responsible for budgeting, KPI reporting, and M&A leading up to its sale to American Towers in 2014. Mr. Swirski graduated from PUC-Rio with a bachelor degree in economics and received his MBA with a finance certificate from the MIT Sloan School of Management, where he received the Henry Ford II Team Award. He is a CFA level III candidate.
Joseph Somerdyk
Associate

Mr. Somerdyk is an Associate at Brookside Equity Partners.  Prior to joining Brookside Equity Partners, Mr. Somerdyk was an Associate at The Blackstone Group where he worked with the firm’s hedge fund clients to provide performance reporting and operational support as part of the Investor Relations and Business Development group.  Before joining Blackstone, Mr. Somerdyk served as a Captain in the United States Marine Corps for just under five years.  Mr. Somerdyk graduated from the United States Naval Academy with a B.S. in economics and received his MBA from Columbia Business School.


TEAM : Operating Advisors
Beverly R. Carter IV
Senior Executive Advisor

Mr. Carter is Executive Vice President of Media Predict Inc., a media and marketing research company based in New York City. Prior to Media Predict, Bev served as Director of Marketing at Ampex Data Systems Corporation, which was acquired by Delta Information Systems in 2014. Bev was previously Executive Vice President at The Nielsen Company, following his role as Senior Vice President at IAG Research, which Nielsen acquired in 2008. In addition to his experience in television media research and aerospace/defense, Bev has held a variety of product management and marketing positions in the Internet, publishing, and industrial manufacturing sectors. He is a graduate of the University of Virginia and received his MBA from the University of North Carolina - Chapel Hill.
T.J. ("Skip") Falgout, III
Senior Executive Advisor

Skip Falgout is a seasoned, experienced corporate executive with a unique background as a corporate attorney specializing in mergers and acquisitions as well as federal securities law.  Mr. Falgout transitioned this background into the senior executive positions as the Chief Executive Officer and Chairman of the Board of America’s Car-Mart, the largest U.S. publicly traded automotive retailer focused exclusively in the integrated sales and finance segment of the used car industry. Mr. Falgout maintained the core business model and culture, simultaneously bringing in talented managers and upgrading Car-Mart’s technology to manage the growth and scalability of the business.

Mr. Falgout stepped down as Chairman of America’s Car-Mart in the fall of 2011, and has recently served on the board of directors of INX,Inc., a NASDAQ traded technology company which successfully went private in late 2011. He is currently a major shareholder and member of the Board of Directors of Sovereign Bank, a regional bank with branches in Dallas, Ft. Worth, Austin and Houston, Texas, and is Chairman of the Board of Superior Auto Group, an automotive retailer operating over 45 dealerships with headquarters in Ft. Wayne, Indiana. Mr. Falgout is a Senior Executive Advisor with Brookside Equity Partners LLC, a private equity firm located in Stamford, Connecticut. Additionally, Mr. Falgout is an active owner of a recreational boat dealership in Austin and New Braunfels, Texas, and has other business and real estate investments that he oversees.

Mr. Falgout received his B.A.  in Economics from Tulane University, where he also obtained his  Doctorate  in Jurisprudence and was a member of the Board of Editors of the Tulane Law Review.
Philip L. Fitting
Senior Executive Advisor

Mr. Fitting is a Senior Executive Advisor to The Brookside Group.  He works closely with certain Brookside Group portfolio companies.  Prior to becoming a Senior Executive Advisor in 2014, Mr. Fitting had been a Managing Director of The Brookside Group.  He more recently founded two residential real estate companies, and is active in both development and property management.  He also was a General Partner at Capital Partners in Greenwich, CT, a lower middle market private equity fund.  Early in his career, Mr. Fitting worked with the Fleet Financial Group as well as the U.S. Treasury Department.  Mr. Fitting is a director of several private companies, and is a Trustee of the Mount Hope Trust in Bristol, RI (historical land trust), a former Trustee of the Harvey School in Katonah, NY (coeducational preparatory middle and high school), and a former Board Member of A Better Chance, Inc., in Wilton, CT (educational opportunities). Mr. Fitting is a graduate of the University of Rhode Island.
Greg Garville
Senior Executive Advisor

Mr. Garville is a Senior Executive Advisor to Brookside Equity Partners specializing in origination and execution. Mr. Garville is a private equity professional with over 25 years of investment experience in leveraged buyouts as well as structured equity and debt investments in both privately held and publicly traded companies. Mr. Garville has directed investments in companies in a variety of industries including: advertising, marketing services, commercial and digital printing, packaging, direct mail, importing and exporting, logistics and food products. Mr. Garville served as President of Union Capital Corporation for 15 years and prior to that held senior executive positions at, Mickelberry Communications Inc., Praxair Inc., the Rank Group Plc. and Eni SpA. Mr. Garville advises owners of several privately held businesses and serves on the boards of Marist College’s School of Management and Eva’s Village, a leading NJ based anti-poverty organization. Mr. Garville received an MBA with Honors and Distinction from Long Island University and BA in American Studies from Marist College.
William Gambrell
Senior Executive Advisor

Since January 2015 Bill Gambrell has been a Senior Executive Advisor to Brookside Equity Partners specializing in the flavor and fragrance industries, the broadly based ingredients business targeting the food and beverage industries, and the food industry in general. Bill began his F&F industry career with International Flavors and Fragrances and Naarden, and then became a partner in Food Specialties Ltd., after which he returned to the F&F industry with the founding of Quest International under Unilever management. After years at Quest followed by years at Bell Flavors & Fragrances and many acquisitions, Bill co-founded Teawolf LLC in NJ, a specialty natural ingredients manufacturer (sold to Dohler in 2016). During this same period Bill co-founded SciTech Ingredients LLC in NJ, a company that to this day specializes in natural replacement of sugar and salt. Also during this period, Bill began to serve on the Advisory Board of Kancor Ingredients (specializing in spice oils and oleoresins) in Cochin, India, and became an advisor to ChemCom (specializing in taste and olfactory receptor technology) in Belgium. Bill was born in South Carolina, resides in Toronto, attended Clemson University, and graduated from McGill University in Montreal.
Nick Nikola
Senior Executive Advisor

Mr. Nikola is a Senior Executive Advisor to Brookside Equity Partners specializing in ingredients used in the food, fragrance and pharmaceutical industries. Nick served as President of Geneva Ingredients, Inc,. until 2001, when Geneva was sold to Kerry Group, a publicly traded UK company.  Since that time, Nick has had a role in advising members of The Brookside Group on ingredient related acquisitions. Prior to his tenure with Geneva, Nick held many executive positions within the flavor industry, including General Manger, Executive VP and VP of Sales & Marketing. His prior associations include Crompton & Knowles, Sanofi Bio-Industries, Cultor (a spin-off of Pfizer Food Science). After the association with Geneva, Nick joined Agilex Flavors & Fragrances as Senior VP, Sales & Marketing. Nick is currently a flavor and food ingredients consultant, helping organizations to gain purchase in this highly competitive market. He is a graduate of Marquette University, receiving a Bachelors degree in Chemistry.
Keith Stock
Senior Executive Advisor

Mr. Stock is Senior Executive Advisor with The Brookside Group, Senior Managing Director of First Financial Investors, Inc., a private investment firm, and a registered representative of Sword Securities, LLC, a FINRA/SIPC member. Mr. Stock previously served as Chief Strategy Officer and member of the Office of the CEO of TIAA. From 2004 to 2008 he was President of MasterCard Advisors, LLC and a member of the MasterCard Worldwide Operating Committee and Management Council. Earlier in his career, Mr. Stock served as Chairman and CEO of St. Louis Bank, FSB, Chairman of Treasury Bank Ltd., and as a director of Severn Bancorp, Inc.  He has also held senior partner roles with AT Kearney, Capgemini, Ernst & Young and McKinsey & Company after beginning his career with BNY Mellon. He is a director of the Bermuda Stock Exchange, the Foreign Policy Association, Independence Bancshares, Inc., Sun Bancorp and Sun National Bank. He is a member of the Economic Club of New York and the Advisory Board of the Institute for Ethical Leadership at Rutgers University Business School. He received his AB from Princeton and MBA from the University of Pennsylvania Wharton School.


Stamford, CT
One Stamford Forum
201 Tresser Boulevard
Suite 320
Stamford, CT 06901
P (203) 595-4520
Directions

Email us
info@brooksideequity.com


Email us
info@brooksidegrp.com




From New York City, I-95 North

  • Take Exit 8 (Atlantic Street) in Stamford.
  • Turn left onto Atlantic Street at end of ramp.
  • Turn right at second light onto Tresser Blvd.
  • Just prior to building's entrance at first light, turn right into visitors' parking garage (across from Capital Grille restaurant).
 

From New Haven, I-95 South

  • Take Exit 7 (Atlantic Street) in Stamford.
  • Continue straight at end of ramp.
  • Turn right at second light onto Atlantic Street
  • Turn right at second light onto Tresser Blvd.
  • Just prior to building's entrance at first light, turn right into visitors' parking garage (across from Capital Grille restaurant).

Brookside Equity Partners welcomes proposals and
promises a prompt and confidential response.