Brook-Hollow Financial

What Brook-Hollow Financial does

Brook-Hollow Financial is a Pensacola, Florida-based financial services firm founded in 2007 that specializes in tax-deferred management of contingent fee attorney income. The company targets plaintiff attorneys in mass tort, class action, and personal injury practices who face irregular, lump-sum fee events and large associated tax liabilities. Its core offering is the Brook-Hollow Financial Fee Deferral Program, which enables attorneys to assign pre-tax fees to Kenmare Assignment Company Limited, an Irish entity in which Brook-Hollow is the exclusive commercial partner; the funds are then custodied in the United States and managed under client-defined Investment Policy Statements by third-party money managers including JP Morgan and RBC Wealth Management.

Name

Brook-Hollow Financial

Legal name

Brook-Hollow Financial

Website

https://brook-hollow.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Brook-Hollow Financial, founded in 2007 and based in Pensacola, provides tax-deferred fee management, structured settlements, and related capital solutions exclusively for U.S. contingent fee plaintiff attorneys and their law firms.

Ownership category

akta.pro rank

Product category

Specialized Financial Services — Attorney Fee Deferral and Plaintiff Lending

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Fund Depositary (UCITS/AIFMD & Trustee Oversight) (FSAAAOAC)

Keywords

• Attorney fee deferral
• Structured settlements
• Contingent fee financing
• Plaintiff attorney lending
• Mass tort financial planning

Headquarters

HQ city

Pensacola

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Loan/Line of Credit Interest: Brook-Hollow Capital offers lines of credit at low fixed interest rates. Revenue generated from interest payments on loan balances. Loans function like a line of credit with flexible principal repayments.
2. Fee Deferral Management: Facilitates attorney fee deferral transactions with funds wired to Kenmare Assignment Company Limited and deposited with U.S.-based custodians. Revenue likely derived from arrangement fees and ongoing management fees.
3. Investment Management Partnerships: Partnerships with JP Morgan, RBC Wealth Management and other money managers suggest revenue sharing or referral arrangements for directing client investments.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Brook-Hollow Financial designs and manages tax-deferred investment programs for contingent fee (plaintiff) attorneys, allowing them to defer settlement-fee income and the associated tax liability while accessing pre-tax capital through a low fixed-interest line of credit offered by its sister entity, Brook-Hollow Capital. Funds are wired to its exclusive partner Kenmare Assignment Company Limited in Ireland, custodied with U.S.-based custodians, and managed by third-party money managers (including JP Morgan and RBC Wealth Management) per the client's Investment Policy Statement.

Product overview

Brook-Hollow Financial operates as a unified platform-plus-partner architecture serving contingent fee attorneys. The core offering is the Brook-Hollow Financial Fee Deferral Program, which enables attorneys to defer income and associated taxes into the future with flexible investment options. This core product is supported by the Brook-Hollow Capital Line of Credit, a separate company providing low-interest loans of up to 97% of pretax fees, allowing attorneys to access working capital while their fees remain deferred. The Kenmare Assignment Company Limited (based in Ireland) serves as the entity that receives and custodians deferred funds, which are then managed by third-party money managers (including JP Morgan and RBC Wealth Management) according to client-defined Investment Policy Statements. BH 2.0, launched in February 2020, represents the expanded product portfolio providing more options and freedom to manage attorney fee income.

Differentiator

Problem solved

Functional benefit

Products and services

• Brook-Hollow Financial Fee Deferral Program Tax-deferred investment program for contingent fee (plaintiff) attorneys that allows them to defer settlement-fee income and the associated tax liability into the future, with flexible investment options and customizable payout timeframes. Funds are wired to Kenmare Assignment Company Limited in Ireland, custodied with U.S.-based custodians, and managed by selected money managers per the client's Investment Policy Statement.
• Brook-Hollow Capital Line of Credit Low fixed-interest line of credit (typical rate 3%) offered by Brook-Hollow Capital that functions like a line of credit for operating law firms and attorneys, with flexible principal repayments. Allows attorneys to access working capital for firm operations, case acquisition, or real estate purchases, with interest tax deductible to the borrower.
• BH 2.0 Expanded Product Portfolio BH 2.0 is the expanded product portfolio launched in February 2020 that gives clients more options and more freedom to manage their attorney fee income, broadening the firm's investment, payout, and flexibility choices for contingent fee attorneys.

Quantifiable outcome

• Attorneys can invest full $1M fee pre-tax rather than ~$600K after-tax, providing 67% more capital for investment
• +3 more outcomes

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and flagship.

• Kenmare Assignment Company LimitedcoreStrategic or Co-development PartnerIrish-based assignment company that receives deferred attorney fees. Funds are wired to Kenmare and then deposited with U.S.-based custodians. Brook-Hollow is Kenmare's exclusive commercial partner offering tax deferral and line of credit solutions. This partnership enables the unique offshore deferral structure pioneered by Brook-Hollow since 2007.
• JP MorganflagshipTechnology or IntegrationTop wealth management partner with existing partnership and favorable fee schedules. Brook-Hollow clients can work with JP Morgan for investment management of deferred fees.
• RBC Wealth ManagementflagshipTechnology or IntegrationOne of Kenmare's top money management partners. Presented at Kenmare Open House in Ireland. Offers investment management services for deferred attorney fee portfolios.
• Grant ThorntoncoreImplementation/ SI/ Consulting PartnerKenmare's independent 3rd party auditor. Provides audit services ensuring transparency and compliance for the offshore deferral structure.
• CentraliscoreImplementation/ SI/ Consulting PartnerKenmare's professional services partner providing operational support and services for the Irish entity structure.
• Byrne WallacecoreImplementation/ SI/ Consulting PartnerKenmare's corporate counsel providing legal services for the Irish entity and ensuring regulatory compliance.
• American Association for Justice (AAJ)flagshipGTM or Marketing PartnerIndustry association for plaintiff attorneys. Brook-Hollow participates in AAJ events including Winter Convention where BH 2.0 was launched. B.J. Etscheid is a frequent speaker at AAJ events.

Scale indicators3 records

Recent moves2 records

Expansion highlights4 records

Broad incumbents

• Citrin Cooperman: Citrin Cooperman is a large national accounting and advisory firm with a dedicated legal industry practice serving plaintiff and defense law firms. It overlaps with Brook-Hollow's tax planning and financial advisory functions for attorneys, though as part of a much broader service portfolio.

Emerging players

• Plaintiff Capital: Plaintiff Capital provides pre-settlement funding and case financing for plaintiff law firms. Comparable to Brook-Hollow Capital's lending product as an emerging alternative source of capital for the same contingent fee attorney segment.

Direct peers

• Ringler Associates: Ringler Associates is one of the largest structured settlement consulting firms in the U.S., serving both plaintiff and defense cases. It is comparable to Brook-Hollow Financial's plaintiff-side structured settlement and fee-deferral advisory offering, though broader in scope.
• Settlement Planners Inc. Settlement Planners provides structured settlement consulting primarily for plaintiff attorneys and their clients. Comparable to Brook-Hollow in addressing attorney-side fee deferral, structured settlements, and long-term financial planning needs.
• Counsel Financial: Counsel Financial provides loans, lines of credit, and financial services specifically to plaintiff law firms and contingent fee attorneys. It is the closest analog to the combined Brook-Hollow Financial advisory + Brook-Hollow Capital lending model, targeting the same niche customer base.
• Sage Settlement Consulting: Sage Settlement Consulting provides structured settlement services and financial consulting for plaintiffs and their attorneys. Direct peer in serving the same plaintiff attorney client base with similar financial structures.
• LawCapital: LawCapital provides working capital lines of credit to plaintiff law firms, directly comparable to Brook-Hollow Capital's lending product for the same target market of contingent fee practices.
• JRW & Associates: JRW & Associates is a structured settlement consulting firm serving plaintiff attorneys nationwide. It overlaps with Brook-Hollow's plaintiff-side settlement and fee-deferral services, competing for the same referral networks at AAJ and related industry events.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pages/Brook-Hollow-Financial/192762194069604
• LinkedInlinkedin.com/company/1752740
• Xx.com/brook_hollow

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brook-Hollow Financial