About Iron Gate Partners

of combined team experience 

Capital Advisory, Partnerships, Consulting Services, Speaking & Training

US, Canada, Latin America & Europe 

We help businesses make smart financial decisions

Iron Gate Partners takes a deeper, more integrated approach to client success — championing business initiatives with classic professionalism. We’re intentional about who we partner with, choosing relationships over volume, so every client gets insightful, focused growth.  

Our business philosophy

Our work is guided by clear principles that shape how we think, act, and partner with our clients. These values define our approach, inspire our decisions, and ensure we consistently deliver meaningful, lasting results.

Financial transparency

Every report is presented openly, enabling clients to make informed decisions.

Excellence in client care

We put clients first, building trust and partnerships through understanding, responsiveness, and thoughtful guidance.

Precision & reliability

Every solution we provide is carefully crafted to ensure accuracy, practical impact, and lasting value.

Your team of dedicated experts

Our team brings expertise and practical experience to help businesses achieve their goals. We provide guidance, insight, and tailored solutions that make a real impact.

Discover our history


Our first steps

We launched our firm with a focus on helping startups and small businesses navigate financial challenges. From day one, our goal has been to provide clear guidance and practical solutions.

We built our approach on trust, transparency, and personalized service, laying the foundation for long-term client partnerships.


Recognized for excellence

Our work was recognized with a top industry award for innovative financial advisory solutions, highlighting our commitment to results-driven consulting.

By combining analytics, strategic planning, and hands-on support, we continued to help businesses optimize performance and manage risks effectively.


New offices & expanded services

As our client base grew, we opened new offices to better serve businesses across multiple regions.

We also expanded our services to include advanced financial planning, risk management, and performance tracking, delivering more comprehensive support to our clients.


Expansion & growth

We continue to grow, partnering with more businesses and strengthening our team of experts.

Our focus remains on providing tailored financial strategies, actionable insights, and sustainable results, helping clients thrive in an ever-changing market.

Dedicated to next level

Our accomplished team of professionals is always ready to innovate and swing open the iron gate to growth opportunities. 

Relationship-First

We build partnerships rooted in trust, not transactions — the foundation for everything else we do.

Next-Level Growth

We help clients innovate and leapfrog where others fall short, always pushing toward what’s next.

Balanced Excellence

We believe professional achievement and personal well-being aren’t a trade-off — we build both.

What’s in a Name?

Built on foundational principles, Iron Gate Partners has faith-based roots. In Acts 12, Peter is imprisoned under heavy guard, with seemingly no way out – until an angel leads him past two guard posts to the one obstacle still standing between him and freedom: an iron gate. As Peter approached with his angel guide, the gate opened for them by itself.

“Peter and the angel went past the first guard and the second guard. Then they came to the iron gate that separated them from the city. The gate opened for them by itself. After they went through the gate and walked about a block, the angel suddenly left.” (Acts 12:10, ERV)

Iron Gate Partners takes its name from that moment – the belief that even the most immovable barrier can open, given the right guidance and the right relationships.

Wendy Holtz

Wendy Holtz

Managing Director

12+ years of multi-brand, multi-national strategy — M&A integration, go-to-market execution across the US and Canada, sales infrastructure at scale (800+ person teams, $32MM annualized revenue), and PE portfolio value creation.
Shannon Chaney

Shannon Chaney

Partner

Building from a cornerstone of hospitality expertise, Shannon builds the standardized systems that let brands scale. Three decades of hospitality expertise across demanding concepts like Del Frisco’s and Brinker International.