Profile
Mr. Brooks O'Neil is a Senior Research Analyst at Lake Street Capital Markets LLC.
He covers high potential but underappreciated healthcare service and device companies.
He has spent over 30 years in the equity capital markets and investment banking business focused primarily on emerging growth companies.
Mr. O'Neil was previously employed at Piper Jaffray in Minneapolis for 15 years in institutional equity research, sales and investment banking and spent 10 years as a healthcare research analyst at Dougherty & Co. Prior to his career in finance he began his career working in sales and marketing for Procter & Gamble, General Mills and American Express.
He earned a bachelor of arts degree in English from the University of Connecticut and an MBA from The Tuck School at Dartmouth College.
Brooks O'Neil active positions
| Companies | Position | Start |
|---|---|---|
Lake Street Capital Markets LLC
Lake Street Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2016 |
Former positions of Brooks O'Neil
| Companies | Position | End |
|---|---|---|
| BIRNER DENTAL MGMT SERVICES INC | Director/Board Member | 29/12/2017 |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2016 |
Avondale Partners LLC
Avondale Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2006 |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2005 |
TTCP Management Services LLC
TTCP Management Services LLC Investment ManagersFinance Truehelm invests in lower to middle market companies located in the United States with revenues of USD 10 - 30 million. The firm focuses on healthcare IT and tech-enabled services. It participates in equity and debt financing with an investment size of USD 15 - 40 million. The firm also acquires both majority and minority interests. | Corporate Officer/Principal | 01/01/2004 |
Training of Brooks O'Neil
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
General Mills, Inc.
General Mills, Inc. Food: Major DiversifiedConsumer Non-Durables Manufactures and markets consumer & pet food products | Consumer Non-Durables |
Procter & Gamble Co.
Procter & Gamble Co. Household/Personal CareConsumer Non-Durables Manufactures and sells fabric & home care products, diapers, baby wipes, tissues, toilet paper, hair, skin and personal care, toothbrushes, vitamins, supplements & razors | Consumer Non-Durables |
Birner Dental Management Services, Inc.
Birner Dental Management Services, Inc. Medical/Nursing ServicesHealth Services Provides dental care services | Health Services |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Avondale Partners LLC
Avondale Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
ThinkEquity Partners
ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services | Finance |
TTCP Management Services LLC
TTCP Management Services LLC Investment ManagersFinance Truehelm invests in lower to middle market companies located in the United States with revenues of USD 10 - 30 million. The firm focuses on healthcare IT and tech-enabled services. It participates in equity and debt financing with an investment size of USD 15 - 40 million. The firm also acquires both majority and minority interests. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colliers Securities LLC
Colliers Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lake Street Capital Markets LLC
Lake Street Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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