Engaged Capital

Eight Oaks Financial in Irvine, CA is dedicated to offering tailored financial planning and investment management services that are personalized to each client's unique situation. The firm emphasizes close collaboration with all client advisors to ensure a comprehensive approach. As a financial advisory firm, they provide objective opinions aimed at guiding clients in the right financial direction, always upholding a fiduciary standard focused on trust, integrity, and respect. The majority of clients engage with Eight Oaks Financial through fee-based advisory accounts, reinforcing the commitment to providing professional support, education, and well-informed guidance to every individual. Their team comprises professionals with diverse backgrounds and expertise, including partners Andy Chatham and Chad Chatham, who bring extensive experience in wealth management and financial services, and Director of Operations Ryan Szwast, who contributes over 11 years of business and finance knowledge. Director of Marketing Gladys Villegas, with a BA in Business Management, and Portfolio Administrator Tom Snyder, who joined the team in 2022, further enhance Eight Oaks Financial's capabilities. By upholding a fiduciary standard and prioritizing trust and integrity, Eight Oaks Financial sets itself apart as a reliable partner in helping clients achieve financial freedom and security. Generated from the website content

Barth Financial Planning, led by Cappi Pidwell, offers innovative mindset coaching through the Subconscious Selling Academy, specifically designed for sales professionals, realtors, entrepreneurs, and coaches. This unique 8-week program combines live group coaching with powerful subconscious reprogramming techniques to help participants overcome inner obstacles and elevate their financial success. Cappi Pidwell, a master of NLP and hypnotherapy with 30 years of experience, guides individuals in transforming their money mindset and enhancing their sales skills. Through interactive sessions and comprehensive workbooks, participants can expect to unlock their true potential, increase confidence, and achieve significant income growth while attracting ideal clients effortlessly. Generated from the website

Leonard Green & Partners is a private equity firm with more than $3 billion in equity capital under management. Founded in 1989, the firm has invested in more than 30 companies with aggregate value of more than $18 billion. Located in Los Angeles, LG&P invests in established companies that are leaders in their markets. It works with investment bankers, business brokers and other intermediaries to source investment opportunities. It also partners with management through operational improvements, acquisitions, financial engineering and other strategic initiatives. The company structures transactions to meet the needs of all parties involved. Types of investments that it has completed in the past include public-to-private transactions, recapitalizations of privately held businesses, growth capital, equity capital to facilitate acquisitions, turnarounds and restructuring investments and acquisitions of divisions and assets from large corporations.