Brooke is a Director in BPM’s Valuation Services group and brings more than 20 years of financial advisory and valuation experience to the practice.  Prior to joining BPM, she was a Managing Director with The Brenner Group, where she conducted hundreds of valuation engagements for private emerging growth companies, primarily for stock-based compensation purposes.  She has done additional work in the areas of gift and estate tax and complex security valuations.  Her diverse client base spans many industries, with a concentration on the technology sector.

Brooke has held finance positions in the San Francisco Bay Area at Duke Capital Partners, a commercial real estate investment firm; Gridstone Research, a venture-backed financial data platform; and Instream Partners, a financial advisory boutique.  She has previous experience in private equity investing for funds affiliated with FBR & Co. in the Washington, D.C. area.


  • MBA – Georgetown University
  • Bachelor of Science in Economics – Bryn Mawr College


Demystifying Valuations for Venture-Backed Companies

Bailey, Brooke; Heath, John; Hofmann, Gunther

Educational Seminar for Attorneys, Approved for 1.5 hours of Minimum Continuing Legal Education credit by the State Bar of California

Professional Affiliations

  • Brooke is a CFA charterholder and member of the CFA Society - San Francisco (CFASF).