About lockwood

▸ Who We Are

Guided by Experience. Grounded in Integrity.

At Lockwood, we navigate complex transactions with precision, discretion, and a deep respect for what you’ve built. Our role is to protect your legacy and deliver the outcome you deserve.

Our Philosophy

Lockwood was founded on a simple belief: successful transactions aren’t just about numbers—they’re about people, trust, and timing.
We partner exclusively with business owners and buyers who value integrity and want a clear, strategic path from first conversation to closing.

Every engagement begins with deep listening and a tailored approach. We combine national reach with local understanding to maximize results while maintaining absolute confidentiality throughout the process.

▸ Our Approach

What Sets Lockwood Apart

Transparency

We communicate openly, keeping clients informed at every stage.

Precision

Every valuation, pitch, and negotiation is executed with diligence and data-driven insight.

Discretion

We protect confidentiality from day one—because reputation matters as much as results.

▸ The Advisors Behind Lockwood

Our Leadership

Lockwood’s leadership reflects a rare blend of strategic acumen and human understanding. Under the guidance of Kristin Phillips and Tom Brubaker, the firm delivers sophisticated advisory services that prioritize discretion, diligence, and long-term value for every client.

Kristin Phillips

Founder & Principal Advisor

Kristin brings over a decade of experience in business development, negotiations, and M&A advisory. Known for her calm leadership and intuitive understanding of client goals, she’s built Lockwood on relationships, not transactions. Her focus: ensuring every deal feels fair, strategic, and human.

Tom Brubaker

With decades of experience guiding multi-million-dollar deals, Tom provides strategic oversight and deep industry insight on every transaction. His collaborative work with Kristin brings balance—merging pragmatic deal-making with the personal guidance clients value most.