ORG Insights

Targeted thought leadership

2023 Year in Review & Outlook

Jon Gormin reflects on a cautious 2023 and offers a moderately optimistic outlook for 2024 in his latest Year In Review. Dive into his insightful analysis to understand the strategic moves and economic expectations shaping the future.

2023 Year-End Tax Planning

Owner Resource Group is pleased to offer this valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. Hopefully, these tips will help prepare you and your business for success as we all navigate new and proposed legislation that could impact your tax planning strategies.

Bill Gosling Outsourcing Acquires MattsenKumar

Owner Resource Group, LLC (“ORG”), an Austin, Texas-based private investment firm, announced today that ORG Opportunity Fund III, LP and an affiliate have invested in Bill Gosling Outsourcing (“Bill Gosling” or the “Company”), a global technology-enabled Business Processing Outsourcing (BPO) provider headquartered in Newmarket, Ontario.

Wealth Management – Q2 2022 Review

The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, have increased risk premiums across both equity and fixed income asset classes.

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