Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.
Willow Creek Partners (WCP) is a private equity firm that invests in, often overlooked opportunities across business and consumer services, national security, and real estate. The firm focuses on market inefficiencies in small to mid-sized businesses and sub-institutional real estate, where competition is less intense and thoughtful and where our partnership can unlock outsized value.
Combining decades of operating experience, WCP targets proven, understandable investment opportunities and then actively drives value by improving operations, enhancing sales, and optimizing business processes. This flexible strategy allows WCP to invest across cycles and deliver attractive risk-adjusted returns to its investors.