Karlan Capital

Sage Point Financial, now operating under Osaic Securities, offers a range of securities and investment advisory services through Osaic Wealth Inc., a registered broker-dealer and investment adviser that is a member of FINRA and SIPC. The firm is committed to providing clients with professional financial guidance, leveraging a network of affiliated entities and marketing names to enhance their service offerings. The advisory services are provided through various registered investment advisers, including Arbor Point Advisors LLC and American Portfolios Advisors Inc., among others. Sage Point Financial emphasizes the importance of transparency and professionalism, encouraging clients to review the professional history of their financial professionals through FINRA's BrokerCheck. Generated from the website

Insight Equity is a private-equity firm that makes investments in strategically viable, middle-market, asset-intensive companies with significant potential for cash generation. The firm leverages more than 50 years of experience and a proven business model to create valuable returns for investors. It focuses on the automotive, transportation, aerospace, defense, manufacturing, distribution, service and professional industries. Insight Equity targets firms that have performed below expectations and works to ignite future growth. The company invests in businesses that exhibit favorable strategic positions in viable industries. It also implements management plans that feature intensive onsite activities. Insight Equity is headquartered in the Dallas suburb of Southlake, Texas.

Fidelity Investments, based in Westlake, TX, is a financial services company that provides a range of investment management services to individuals and institutions. With a focus on helping clients achieve their financial goals, Fidelity Investments offers a variety of investment products, including mutual funds, retirement planning services, and wealth management solutions. Generated from their business information