Brooke serves as a Vice President at Carleton McKenna & Company, working closely with firm clients throughout the transaction process and deal execution. Brooke is responsible for transaction processing for both M&A and capital raise transactions. This includes developing and reviewing offering memorandums, conducting financial analysis, creating transaction presentations and materials. Her experience includes working with small- to mid-cap companies, including private closely-held businesses, portfolio companies of financial sponsor firms, and divisions or subsidiaries of public companies. Brooke is also actively involved in deal origination and firm business development efforts.
Prior to joining Carleton McKenna, Brooke worked with Baldwin Wallace University’s Center for Innovation and Growth Practice (“CIG”) where she led research and consulting projects highlighting opportunities for growth for regional corporate clients. At the CIG, Brooke worked for companies in a wide variety of industries including GOJO Industries, Parker Hannifin Corporation, and Westfield Insurance.
Brooke received her B.A. in Political Science and Sociology from Baldwin-Wallace University where she now serves on the Board of the Brown & Gold Club. She is an active member of Cleveland’s Women in Finance and well as the Association of Corporate Growth’s YACG and Women In Transactions groups. Brooke was recognized as Crain’s Business Magazine’s “20 in their 20s” 2018 cohort. Additionally, she is an active member of the Greater Cleveland Sports Association’s Associate Board. When not investment banking, Brooke is an avid Triathlete, participating in regional and national competitions.
Brooke is a Registered Representative and holds her FINRA Series 79 license.