Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to a group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley’s business segments include... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

CVC Capital Partners is a leading global private equity firm with over US$35 billion in funds raised focused on management buyouts. CVC was founded in 1981 and today has a network of 19 offices throughout Europe, Asia and the United States. Since 1981, CVC has completed over 250... more

Greenhill & Co., Inc. (Greenhill) is an independent investment banking firm that provides financial advice on significant mergers, acquisitions, restructurings and similar corporate finance matters, and manages merchant banking funds and commits capital to those funds. Greenhill acts for... more

Renaissance Capital was founded in 1995 as a Moscow-based investment bank. It has expanded significantly this decade to become the preeminent specialist in high opportunity emerging markets, with a presence in Sub-Saharan Africa and the Middle East as well as Russia and the CIS. The firm... more

Hambrecht & Quist has been a leader in financing the New Economy since 1968. H&Q provides entrepreneurs and their companies with access to capital and financial expertise, and provides investors with access to opportunities for growth. In the last four quarters, H&Q has raised over $12... more

ROTH is a full service investment banking firm dedicated to the small and micro-cap market. The firm is privately owned with current principals being majority owners. The core management team has been consistent for many years. Since the inception of the firm in 1984 ROTH has been a... more

Financial Engines provides multi-channel advice technology and services to help financial institutions and employers address real-world investor needs. Financial Engines' services provide specific, actionable investment recommendations based on the outcomes an investor wants to achieve... more

The McLean Group is a middle-market investment bank providing merger and acquisition, business valuation, capital formation, executive advisory and litigation support services. Its focus is on serving middle-market businesses generating between $5 million and $300 million in revenues. The... more

Trillium Asset Management (www.trilliuminvest.com), is a socially responsible investment firm that manages approximately $600 million.

Pacific Crest Securities is the leading investment bank focused exclusively on technology. The firm is a full-service investment bank, with over 120 employees, providing research, institutional sales and trading, and investment banking services to technology investors and companies... more

Founded in 1953, First Albany Companies Inc. is a leading institutionally focused independent investment bank and asset management firm. Through its Taxable Fixed-Income, Municipal and Equity Capital Markets Divisions, the firm focuses on serving the institutional market, the growing... more

CAPIS operates trading desks in Dallas and in New York. Essential systems for these operations run on computer facilities in Dallas with uninterruptible power supply (UPS) and backup data communications services. In addition, CAPIS maintains an alternate trading environment outside of... more

Brown Gibbons Lang & Company is a leading independent investment bank serving middle market companies and their owners throughout the U.S. and internationally. BGL's professionals are experts in mergers and acquisitions, debt and equity placements, and financial restructurings. BGL is the... more

The Cazenove equity research team covers more than 130 large and mid cap German, Austrian and Swiss publicly listed companies. The firm has a team focusing on small and mid cap research dedicated to this region and we recieved a No. 1 analyst rating in the Thomson Extel Pan - European... more

Canaccord Capital Inc is an independent full-service investment dealer in Canada with capital market operations in the United Kingdom and the United States. The Company has operations in each of the two segments of the securities industry: capital markets and private client services. The... more

Peter J. Solomon Company (PJSC) is a leading independent investment banking firm headquartered in New York City. Founded in 1989, the Firm provides owners, chief executives, and senior management of public and private companies with strategic and financial advice that generally results in... more

Cambridge Associates is uniquely qualified to provide our members with independent investment and financial advice and information. Our member base of more than 600 institutions and private investors includes colleges and universities, secondary schools, foundations, religious... more

Brown Advisory is an independent investment firm committed to delivering a combination of superior financial performance, solutions-oriented advice and partner-level service. We are privileged to continue Alex. Brown & Sons' 200-year tradition of investment success, absolute integrity and... more

Standish Mellon, founded in 1933 and acquired by Mellon in 2001, is a leader in the actively managed institutional fixed income business. With nearly $40 billion in assets under management, Boston-based Standish Mellon offers both domestic and international investment services through... more

Ambrian Capital plc provides corporate finance, stockbroking, commodity broking and investment management services to institutional and corporate clients active in the natural resources and new technology sectors. The core of its business is focused on investing in and providing... more

Boenning & Scattergood is the oldest independent investment firm in the Mid-Atlantic region, providing services from investment banking to private portfolio management. Yet, as much as we do with investments, our firm is about working with investors. It's about having one commitment:... more

CCR's Governmental Services practice has been serving governmental organizations for 85 years, including states, cities, towns and school districts throughout the New England region. CCR has staff dedicated to state and local government organizations, who understand their clients' unique... more

About Bryan, Garnier & Co Bryan Garnier & Co is a pan-European, independent investment bank that focuses on European growth companies. With 80 professionals based in London, Paris and Geneva, Bryan, Garnier & Co covers three major activities: Research and Brokerage, Asset Management and... more

Founded in 1987, JEGI (www.jegi.com) is widely recognized for its leadership in middle-market merger and acquisition advisory services for the media and information industries. Leveraging the shared insights and wisdom gleaned from hundreds of transactions, JEGI has built a client base... more

Organized in 1962, Philo Smith & Co. is one of the principal independent investment banking firms specializing in insurance and other finance services companies. It provides three types of services to clients: Insurance Mergers & Acquisitions Advisory, Investment Management, and Research.... more

Capital Advisors Group was founded in 1991 to provide a non-conflicted, focused treasury outsource solution for emerging growth companies. Today, Capital Advisors Group is one of the leading independent treasury managers in the country, with close to $5 billion in cash assets under... more

Sonenshine Partners is a New York-based investment bank that provides integrated strategic and financial advisory services. Owned and managed by our partners, who are former principals of major Wall Street firms, we provide the highest quality advice related to mergers and acquisitions,... more

LCG is an independent, 100% employee-owned institutional investment-consulting firm. Our consulting staff provides asset allocation and investment planning services for corporate trusts, retirement plans, operating funds, nuclear decommissioning trusts, foundations, endowments, healthcare... more

Value View was founded to help individuals achieve their financial goals. We seek to provide attractive returns through individualized investment planning. We have established a sound reputation with our clients by providing a personalized focus and skilled investment management. A... more

Hartland & Co., based in Cleveland, Ohio, is an independent, employee-owned institutional investment consulting firm, dedicated to assisting its clients achieve their financial objectives. Hartland & Co.'s sole business is investment consulting. We provide comprehensive investment... more

Source Capital Group, Inc. was founded in 1994 as a boutique firm specializing in small to medium sized investment banking transactions. The firm has grown to include a General Securities business, Emerging Market Securities, Distressed and High Yield Debt Securities, and its historic... more

Founded in 1901, Sterne Agee has been providing investors like you with key investment opportunities for over a century. During the early years, our founders prominently established themselves in the financial securities industry in the southeastern United States. Today, we have... more

Located in Cambridge, Massachusetts, Numeric Investors LLC was founded in 1989 by Langdon Wheeler, CFA. Established upon Wheeler's prior work - that earnings estimate revisions were an effective method to forecast stock returns - the Estrend model was created to take advantage of this... more

Blackmont is an independent investment firm with over 650 employees in 11 locations across the country. Blackmont provides clients with senior expertise in wealth management, institutional sales and trading, investment banking, and research. Along with parent company Rockwater Capital... more

MPL Communications Inc. (MPL) is an independent investment advisory publisher of nine investment advisory newsletters, an investment newspaper published twice monthly, an investment advisory Website and an online equity research service. MPL also publishes two non-financial newsletters... more

Lincoln Crowne & Company is an independent boutique investment bank which specialises in advising emerging and middle market companies with the development and execution of corporate finance, investment banking and strategy based engagements. From its foundations in Sydney, Australia,... more

For two decades, Fredericks Michael has served as a financial advisor to large corporations, private and family-controlled businesses, and financial sponsors seeking to expand or consolidate their operations across Europe, the Americas and Asia. With offices in New York and London, our... more

Soltis Investment Advisors is a registered investment advisory firm located in the redrock country of the southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment... more

Allegiance Capital is an employee-owned fixed income investment advisor, managing money for both institutional and individual clients. Allegiance Capital has always specialized in fixed income management and can provide both relative return and absolute return fixed income solutions.... more

Wealth Within is a private investments company focused on helping individuals maximise their investment returns in the share market. In just over 5 years Wealth Within has developed an enviable reputation having been recognised by the Australian government to deliver Australia's first... more

Founded in 1998, Lawrence Decter Investment Counsel Inc.'s (LDIC) main focus was to be a highly disciplined and performance-oriented independent investment counsel firm offering a genuine financial service to its clients. Our clients are primarily high net worth individuals, trusts,... more

Permit me to introduce the services and investment philosophies of Alan B. Lancz & Associates, Inc. (ABL). Over twenty-five years ago, we set out to provide world class exceptional money management services solely geared toward your specific goals and objectives. Today, we manage money... more

Legacy Partners Group, LLC has developed a Business Continuity Plan (the "Plan") on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will have to be flexible in responding to actual events... more

TRUSTCAP as we fondly call it, is a stage and sector independent investment bank providing global investment banking solutions to public and private companies in India across all industries irrespective of the stage of the company. TRUSTCAP delivers venture capital, private equity,... more

Value Management & Research AG (VMR) is a Germany-based company engaged in asset management activities, operating a range of European and global funds for investors. VMR also acts as a funds consultant for various customers. Its main subsidiary, Interinvest SA, is based in Luxembourg and... more