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Advisory

About Us

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WELCOME

Brooksfield Advisory

Expert Financial Planning Services for Your Future

Capital Connections. Accelerated.

Unlock strategic relationships between fund managers, investment banks, and family offices—all through one trusted advisory partner.

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Learn About Us

SECURE

Why Partner with Us?

A Boutique With Institutional Reach

Founded by former investment-banking and family-office principals, Brooksfield Advisory pairs blue-chip network depth with hands-on execution. We’ve sat on both sides of the table, understand the mandates that drive allocation decisions, and navigate the nuances of raising capital in today’s crowded market.

Curated Network

Every introduction is warm, opt-in, and mandate-matched; no spray-and-pray decks.

Full-Cycle Relationship Support

From first call through DDQ and legal close—we stay engaged until capital is wired.

Aligned Fee Structure

Success-based model; we win only when our clients do.

Reg-Compliant Process

FINRA-registered partners and best-in-class KYC / AML screening protect all parties.

A Boutique With Institutional Reach

Curated Network

Every introduction is warm, opt-in, and mandate-matched; no spray-and-pray decks.

Full-Cycle Relationship Support

From first call through DDQ and legal close—we stay engaged until capital is wired.

Aligned Fee Structure

Success-based model; we win only when our clients do.

Reg-Compliant Process

FINRA-registered partners and best-in-class KYC / AML screening protect all parties.

Expert Advice

Benefit from personalized strategies tailored to your unique needs and goals.

New Door Openings

Our goal is to create new strategic relationships for all of our clients.

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EMPOWER

How Our Advisory Works

Comprehensive Financial Services Tailored to
Your Needs

We start with a conversation — no pressure, no pitch. Just a deep dive into your firm, your story, and what you want next.

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Custom Target Datasets

Custom-built investor universes aligned to strategy, AUM, liquidity, and ticket size.

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Positioning Workshops

Refine your story, deck, and data room to resonate with top-tier allocators.

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Warm Introductions

Calendar-ready calls or in-person meetings at conferences we coordinate.

TESTIMONIALS

Client Stories

Hear what our satisfied clients have to say about us.

"Brooksfield turned cold capital markets into warm introductions. We closed two cornerstone investors in under 90 days. We plan on working with them forever."
Tony Soviero
Managing Director of Soviero Capital

"Brooksfield turned cold capital markets into warm introductions. We closed two cornerstone investors in under 90 days. We plan on working with them forever."
Tony Soviero
Managing Director of Soviero Capital

SERVICES