Employee Owned Holdings

SpecialtiesWe not only help our clients discover their definition of financial success, we help them develop a strategy to work towards that definition. Whether that is developing an income plan for retirement or leaving a legacy for your family, we would love to learn more about you and your goals. As Independent financial advisors, we are not locked in to proprietary investments. We are free to use the investments and services that are the best for your situation. This allows us to work with a large stable of money managers and investment providers in the form of ETFs, mutual funds, annuities, and life insurance.

Wingate Partners LLP, based in Dallas, Texas, is a private equity firm specializing in controlling equity investments in basic industries such as manufacturing, distribution, and industrial services. With a focus on complex story deals, Wingate seeks out companies that are underperforming, operating in difficult industries, undergoing management transitions, or are carve-outs. The firm's experienced team of investment professionals works closely with management to improve operations and create long-term value. With a commitment to building enduring and exceptional companies, Wingate Partners values serving portfolio companies, limited partners, and colleagues. The firm's expertise spans various industries, including industrial services, paper and packaging, building products, consumer products, and more. Through their extensive experience and strategic approach, Wingate Partners aims to achieve high performance, act with integrity, and build mutual trust and respect in all their business endeavors.Generated from the website

Probe Technology Services is a leading provider of logging and reservoir monitoring technology for the oil, gas, and geothermal sectors worldwide. With a commitment to protecting personal data and a robust security program, Probe ensures that personal data of EU individuals is processed appropriately and protected in their information systems. Their extensive range of tools and services, including cased hole wireline logging, evaluation, monitoring, and oil well tools, cater to various applications such as well integrity, production logging, and geothermal logging. With a history dating back to 1928, Probe has established itself as a trusted name in the industry, offering advanced electromechanical tools like the ProMAC Multi-Arm Caliper Tools for measuring the internal profile of casing and completion assembly, and the RADii Segmented Bond Log Tool for measuring and mapping the quality of cement behind casing. Their innovative product line, which includes the iQ Magnetic Properties Tool and the IntelleX Gauges, MCTs, and Firing Heads, provides accurate measurements and analysis for enhanced reservoir analysis and monitoring. With a focus on customer satisfaction and continuous improvement, Probe is dedicated to delivering cutting-edge technology and solutions to meet the evolving needs of the oil, gas, and geothermal sectors.Generated from the website