Brooke (Hradisky) Sirak

Examiner
DISC Type : cs

Director at Kaulig Capital

Greater Cleveland, United States

Overview

Brooke Sirak is a Director at Kaulig Capital, a family office, where she evaluates new opportunities and manages private equity and real estate investments. Her expertise lies in M&A for mid-cap companies. She graduated Summa Cum Laude from Baldwin Wallace University and holds a Series 79 certification.

Outside of work, Brooke is actively involved in community sports and mentorship. She serves on the board for the Greater Cleveland Sports Commission and participates in youth golf clinics. A former collegiate track athlete, she also serves on the Board of Trustees for her alma mater, Baldwin Wallace University.

She was honored as a 2023 Progressive Women Honoree by the Smart Women Awards.

Personality Overview

Tough To Convince

Unexpressive

Overcautious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Family Office Investing
As Director at Kaulig Capital, she specializes in the unique dynamics and investment strategies of a single-member family office, focusing on long-term growth.
M&A Transactions
Her experience covers the full transaction lifecycle, from sell-side advisory at Carleton McKenna to her current buy-side role managing deals and post-transaction growth.
Women in Finance
Recognized as a Progressive Women Honoree, she often speaks about the importance of mentorship and overcoming challenges for women in the investment industry.

Media Appearances

Brooke Sirak - Kaulig Capital. Featured in Kaulig Capital (Leadership Bio)

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Board Member Spotlight Series: Introducing Brooke Sirak, Vice President & Director at Kaulig Capital. Featured in Instagram

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Work History

12-2024
Director at Kaulig Capital
10-2020 - 12-2024
Vice President at Kaulig Capital
1-2018 - 10-2020
Vice President at Carleton McKenna & Company, LLC
6-2016 - 1-2018
Associate at Carleton McKenna & Company, LLC
6-2014 - 6-2016
Analyst at Carleton McKenna & Company, LLC

Education

Bachelor's degree from Baldwin Wallace University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Cleveland, United States Job Level : Mid-senior Designation : Director at Kaulig Capital
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Insights For Selling To Brooke

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brooke is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brooke

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Brooke move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Brooke take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Brooke

Personality Compatibility


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