Gauge Capital is a private equity firm that partners with owners, managers and equity stakeholders of successful middle-market companies to maximize their potential. Gauge’s primary aim is long-term, sustainable value creation through alignment of interests, transformational change and organic and strategically acquired growth. The Gauge team collaborates with management and its network of advisors and influencers and primarily focuses on four things: (1) optimizing the strategy and value creation agenda; (2) ensuring the right talent exists at the management and board levels; (3) creating alignment among all stakeholders; and (4) providing sufficient capital to achieve the company’s vision. Gauge invests in high-potential businesses in the United States and Canada with $5-50 million in EBITDA. Typical transactions include management buy-outs, recapitalizations, divestitures, consolidation, and growth investments.

Since 1983, Brennan Financial Services has thrived on meaningful personal relationships between the client and the advisor, with ongoing communication about not only financial markets but how financial choices can help people to use their money to have the lives they want. Founded by David Brennan, and now managed by his children Darren Brennan and Debra Brennan Tagg, the mission at BFS has not changed for thirty five years: to help clients pursue financial independence through personalized investment and financial strategies. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Financial planning services offered through BFS Advisory Group, LLC, a registered investment advisor. Insurance is offered by Debra Brennan Tagg as an independent insurance agent. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Hunting Alpha for our Investors Founded by experienced entrepreneurs in 2006, Trinity is a lower middle-market private equity firm with a $5B+ portfolio of operating company and commercial real estate investments. Focused on providing strategic, flexible capital to companies and sponsors with sustainable growth potential, Trinity has a proven track record of helping businesses and individuals across a variety of industries and markets transform and expand their operations. Trinity’s investment professionals and partners have extensive experience founding, growing, operating, and selling companies. Trinity targets companies with $20-100 million in revenue and $2-10 million in EBITDA with proven management teams, diversified customers/products/services, defensible competitive advantages, strategically viable growth prospects, and opportunities for operational improvements/efficiencies. Trinity also has a significant commercial real estate portfolio, partnering with sponsors to invest across a variety of asset classes including multifamily, hospitality, senior living, and industrial. Investments include both new construction developments and existing value-add/rehabilitation projects.'​ *Trinity Investors only works with accredited investors. Investments are illiquid, and diversification is key to a managed portfolio.

For the Accredited Investor looking to diversify their portfolio with valuable tax advantages and potential monthly income, Crown Exploration offers Oil and Gas interests in drilling projects across the United States. For more than 27 years, Crown has set itself apart from other exploration companies by applying new technology to proven areas, keeping its investors completely informed, and holding up to unparalleled industry standards.

Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.

Tribute Capital Partners (“Tribute”) is a Dallas based company, focused on strategic solutions for financial institutions holding bankrupt and other challenged consumer loan accounts. Please reach out to us to explore how we can help you cut costs and maximize recovery on your accounts.

Newstream Capital Partners, the investment division of Newstream Companies, employs a tactical, opportunistic strategy to i) acquire and/or develop CRE, ii) provide debt and structured capital to CRE owners/operators/developers, and iii) make selective corporate private debt and equity investments in the lower middle-market segment. Newstream Capital employs a conservative, value-added approach to delivering high current income and superior risk-adjusted returns. Newstream is led by well regarded, seasoned professionals with over 170 years of experience in CRE investment, private equity & debt, lending, as well as the development and management of CRE assets.

Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services. We believe building a strong relationship with our clients is the first step in building sound, strategic family plans. Since its inception, Tailwind has developed its team to include expertise in making direct investments in private equity, real estate, and oil and gas. Tailwind Real Estate Equities (TREE) identifies investment opportunities for Tailwind families through direct acquisitions, equity investment, debt recapitalization and fund participation.