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  • Blackstone Group LP  (NYSE: BX)
    New York, New York

    The Blackstone Group L.P. is a global alternative asset manager and provider of financial advisory services. The Company is an independent alternative asset manager with assets under management of $102.43 billion, as of December 31, 2007. Its alternative asset management businesses... more

  • The Bear Stearns Companies Inc.  (NYSE: BSC)
    New York, New York

    Founded in 1923, The Bear Stearns Companies Inc. (NYSE: BSC) is the parent company of Bear, Stearns & Co. Inc., a leading investment banking and securities trading and brokerage firm. With approximately $61.9 billion in total capital, Bear Stearns serves governments, corporations,... more

  • Cerberus Capital Management LP
    New York, New York

    affiliates, is one of the world's leading private investment firms with approximately $27 billion under management in funds and accounts.

  • Merrill Lynch & Co. Inc
    New York, New York

    Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global basis through its broker, dealer, banking, and other financial services subsidiaries. The Company’s operations are organized... more

  • Jefferies & Company , Inc.
    New York, New York

    Jefferies, a global investment bank and institutional securities firm, has served growing and mid-sized companies and their investors for 45 years. Headquartered in New York, with more than 25 offices around the world, Jefferies provides clients with capital markets and financial advisory... more

  • Lehman Brothers Inc.
    New York, New York

    Lehman Brothers First Trust Income Opportunity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek high total return (income plus capital appreciation). The Fund pursues its investment objective by investing its assets... more

  • JPMorgan Chase & Co.
    New York, New York

    JPMorgan Chase & Co. is a financial holding company. JPMorgan Chase's principal bank subsidiaries are JPMorgan Chase Bank, National Association, a national banking association with branches in 17 states, and Chase Bank USA, National Association, a national bank that is the Company's... more

  • Credit Suisse First Boston LLC
    Zurich, Switzerland

    Credit Suisse High Yield Bond Fund (the Fund) is a non-diversified, closed-end management investment company. The Fund's primary objective is to seek high current income. The Fund invests primarily in below investment-grade United States fixed-income securities. The Fund’s investment... more

  • Morgan Stanley & Co.
    New York, New York

    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

  • Thomas Weisel Partners LLC
    San Francisco, California

    Thomas Weisel Partners Group, Inc. (Thomas Weisel Partners) is an investment bank focused principally on growth companies and growth investors. The Company's business is managed as a single operating segment and it generates revenues by providing financial services that include investment... more

  • UBS AG
    Zurich, Switzerland

    UBS AG is a global provider of financial services for wealthy clients. UBS’s financial businesses are organized on a worldwide basis into three Business Groups and the Corporate Center. Global Wealth Management & Business Banking consists of three segments: Wealth Management International... more

  • BlackRock , Inc.
    New York, New York

    BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. As of December 31, 2007, the Company had $1.357 trillion of assets under management (AUM). BlackRock provides diversified investment management services to institutional clients and to individual... more

  • Lazard Ltd
    Hamilton , Hamilton, Bermuda

    Lazard Ltd (Lazard) is an international financial advisory and asset management firm. The Company serves a diverse set of clients around the world, including corporations, partnerships, institutions, governments and high-net worth individuals. Lazard operates from 39 cities in business... more

  • BMO Financial Group
    Toronto, Ontario, Canada

    A division of BMO Financial Group, BMO Spend & Payment Solutions (formerly BMO ePurchasing Solutions) is a leading commercial card, spend and payment solutions provider in North America. BMO Spend & Payment Solutions' products are widely used by Corporations, non-profit and government... more

  • Piper Jaffray & Co.
    Minneapolis, Minnesota

    Piper Jaffray Companies is a middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, nonprofit clients and institutional investors. The Company provides a set of products and services,... more

  • Frank Russell Company
    Tacoma, Washington

    Russell, a global leader in multi-manager investment services, provides investment products and services in more than 39 countries. Russell manages more than $135 billion in assets and advises clients worldwide representing $2.3 trillion. Founded in 1936, Russell is a subsidiary of... more

  • Wilshire Associates Incorporated
    Santa Monica, California

    In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among... more

  • ThinkEquity Partners LLC
    San Francisco, California

    The wealth management group at ThinkEquity Partners LLC was formed in December 2004 to serve the investment needs of high net-worth families, partnerships and non-profit organizations. Our growing team of experienced professionals represents a broad set of skills that are intensely... more

  • Keefe , Bruyette & Woods , Inc.
    New York, New York

    KBW, Inc. is a full-service investment bank specializing in the financial services industry. The Company’s business is organized into four general service offerings: Investment Banking, including mergers and acquisitions (M&A) and other strategic advisory services, equity and fixed income... more

  • Mellon
    Pittsburgh, Pennsylvania

    Mellon Ventures, Inc., an affiliate of Mellon Financial Corporation, makes equity-related investments of between $3 million and $25 million in rapidly growing operating companies. With offices in Atlanta, Los Angeles, New York, and Pittsburgh, Mellon Ventures, Inc. invests at all stages... more

  • U.S. Trust Corporation
    New York, New York

    U.S. Trust Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation and is a member FDIC. Banking deposits are FDIC insured up to the maximum amount allowable by law. Investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

  • Cantor Fitzgerald LP
    New York, New York

    Cantor Fitzgerald Europe is a leading financial services provider to the institutional equity and fixed income markets, with products and services including sales and trading, investment banking, asset management, market data, and market commentary. For nearly 60 years, Cantor Fitzgerald,... more

  • J.P. Morgan & Co.
    New York, New York

    The Chase Payroll Card is issued by JPMorgan (NYSE: JPM), a leading global financial services firm with assets of $1.6 trillion and operations in 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial... more

  • Needham & Company , Inc.
    New York, New York

    Founded in 1985 to serve emerging growth companies and their institutional investors, Needham & Company, LLC is a privately held, full-service investment bank and asset management firm headquartered in New York City. National in scope, the firm offers corporate finance, investment... more

  • ABN AMRO Ltd
    London, United Kingdom

    Netherlands-based ABN AMRO is a leading international bank with total assets of EUR 975.1 bln (as at 31 March 2006). It has over 3,500 branches in more than 60 countries and territories, and has a staff of over 105,000 full-time equivalents worldwide. ABN AMRO is listed on Euronext and... more

  • Friedman , Billings , Ramsey & Co. , Inc.
    Arlington, Virginia

    FBR Financial Services Partners, L.P. (FSP) is a private equity fund whose sole investment objective is to provide strategic, medium-term equity capital to growing financial services companies. The institutional investors committed to FSP include major banks, insurance companies and... more

  • Wedbush Morgan Securities , Inc.
    Los Angeles, California

    Headquartered in Los Angeles, California, Wedbush Morgan Securities is a full-service investment banking firm with offices in 22 cities throughout the U.S. With over three decades of experience, Wedbush Morgan's investment bankers bring broad-based transactional expertise coupled with... more

  • CIBC World Markets Corp

    CIBC World Markets is the global marketing name for CIBC's investment banking affiliates and subsidiaries around the world. The CIBC World Markets companies offer a full range of investment services to governments, corporations, institutions and private clients worldwide.

  • William Blair & Co.
    Chicago, Illinois

    William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping... more

  • Mesirow Financial Inc
    Chicago, Illinois

    Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, it is an independent, employee-owned firm with $32.2 billion in assets under management and more than 1,100 employees in locations across the country and in London. With expertise in... more

  • Invesco Ltd.
    Atlanta, Georgia

    Invesco Ltd. (Invesco) is an independent global investment management company. The Company’s worldwide investment management capabilities include AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark and WL Ross. Invesco provides an array of enduring solutions for retail,... more

  • Rabobank's SA
    Utrecht, Netherlands

    The Rabobank Group is the largest financial services provider in the Dutch market. Owing to its cooperative foundation, the Rabobank Group's primary drive is to act in its clients' interest. Its core objective is to create and increase customer value. The Rabobank Group is the world's... more

  • Evercore Partners Inc.
    New York, New York

    Evercore Partners Inc. (Evercore) is an investment banking company. The Company is a holding company and its sole material asset is a controlling equity interest in Evercore LP. It provides advisory services to multinational corporations on significant mergers, acquisitions, divestitures,... more

  • Alliance Capital
    White Plains, New York

    Alliance Capital Management L.P. (www.alliancecapital.com; NYSE: AC) is a leading global investment management firm founded in 1962 as the investment management subsidiary of the research boutique Donaldson, Lufkin & Jenrette. In 1985 Alliance Capital was acquired by The Equitable (now... more

  • Goldsmith Agio Helms
    Minneapolis, Minnesota

    Goldsmith Agio Helms (www.agio.com) is one of the nation's leading independent investment banking firms providing sophisticated corporate finance advisory services to middle-market businesses. The firm's services include mergers and acquisitions, private placements of debt and equity,... more

  • The Ziegler Companies Inc
    Milwaukee, Wisconsin

    The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting,... more

  • vFinance , Inc.
    Boca Raton, Florida

    vFinance.com is the web's leading Financial Opportunity Exchange. The site offers FREE, open and equal access to investments and investors. By providing an open marketplace of financial services, proprietary business development tools, searchable databases and daily news in one... more

  • Calyon SA
    London, United Kingdom

    Calyon is the Corporate and Investment Bank of Crédit Agricole Group, France's leading banking group. Calyon was created in 2004 from the merger between Crédit Agricole Indosuez and Crédit Lyonnais' Corporate and Investment Banking division. Backed by Crédit Agricole Group's credit... more

  • Avondale Partners LLC
    Nashville, Tennessee

    Founded in 2001, Avondale Partners, LLC is an independent investment banking firm providing objective, high quality equity research, as well as sales and trading capabilities to the institutional marketplace. We also provide investment banking services including mergers and acquisitions... more

  • Capital.com Inc
    New York, New York

    Capital.com, Inc. is a business finance portal where premier financing sources compete to provide receivable and inventory financing, machinery and equipment loans and leasing, real estate and construction financing, subordinated debt and equity financing for growth, acquisitions,... more

  • Pacific Growth Equities LLC
    San Francisco, California

    Since 1991 Pacific Growth Equities has provided an integrated suite of services for growth companies and growth investors. We help companies breaking exciting new ground realize their full market potential, and provide insights to our investors so they can generate maximum returns. Our... more

  • Raymond James & Associates , Inc.
    St. Petersburg, Florida

    Raymond James & Associates, Inc. are a leading investment bank and a wholly owned subsidiary of Raymond James Financial (NYSE: RJF). Raymond James Financial is a diversified financial services firm whose subsidiaries engage in securities brokerage, investment banking, asset management,... more

  • Sanders Morris Harris Group Inc
    Houston, Texas

    Sanders Morris Harris Group Inc. (SMHG), through its subsidiaries and affiliates, provides asset/wealth management, and capital markets services. The products and services provided by the Company include asset/wealth management and capital markets. The asset/wealth management business... more

  • Jefferies Group , Inc.
    New York, New York

    Jefferies Group, Inc., along with its subsidiaries, operates as a full-service global investment bank and institutional securities firm serving companies and their investors. The Company offers these companies capital markets, merger and acquisition (M&A), restructuring and other... more

  • Ramsey Group , Inc.
    Arlington, Virginia

  • Oppenheimer & Co.
    New York, New York

    Oppenheimer is a Minneapolis-based law firm dedicated to providing exceptional counsel to clients in the financial services, health care, medical device, manufacturing, and technology industries. It has one of the most experienced and diverse practices in the Upper Midwest and is... more

  • Financial Engines , Inc.
    Palo Alto, California

    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

  • Standard Bank Plc
    London, United Kingdom

    Standard Bank is a South African-based global financial services company founded in 1862. It is the largest South African banking group ranked by market capitalisation and earnings. At 31 December 2004, the group had assets of R506 billion. In addition to retail and business banking,... more

  • Leerink Swann & Company
    Boston, Massachusetts

    Leerink Swann is committed to being the most knowledgeable healthcare investment bank. We are an industry specialist firm, focused exclusively on healthcare. Guided by expert strategy and insight, we offer our clients: Investment Banking Institutional Sales and Trading Equity... more

  • Stanford Group Company
    Houston, Texas

    Stanford Group offers communications on a very personal level. We stay in touch with our clients through a variety of means, including face to face meetings, quarterly updates, newsletters and written reports.

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