Ta Wealth Partners

Golden Gate Capital is a private equity firm with more than $8 billion in capital under management. It generates returns for investors through buyout and growth equity investments in a variety of industries. The company undertakes investments in the semiconductor, electronic, consumer products, retail, financial service and information technology industries. Golden Gate Capital provides investment services in various transaction types, including growth equity, public-to-privates, consolidations, corporate extractions, bankruptcy acquisitions, recapitalizations, investment strategies and leveraged buyouts. Its consumer and retail portfolio includes Carabella, Newport News, Venus, Herbalife and Lexicon. Golden Gate Capital partners with Sutter Hill Ventures and Bain & Company.

Lockton is one of the largest, privately owned, independent insurance brokers in the world. It provides a variety of insurance products and services to individuals and businesses. It offers auto, home, life and commercial insurance, as well as annuities, surety bonds, and disability income plans and policies. Additionally, Lockton provides a range of property and casualty products and services, including workers compensation, commercial and general liability, commercial property and inland marine insurance. Founded in 1966, Lockton employs more than 3,800 people. It maintains a location in San Francisco.