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  • 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

  • Jefferies & Company , Inc.  (NYSE: JEF)
    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

  • Morgan Stanley & Co.  (NYSE: MS)
    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

  • BlackRock , Inc.  (NYSE: BLK)
    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  (NYSE: LAZ)
    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

  • State Street Corporation  (NYSE: STT)
    Boston, Massachusetts

    State Street Corporation is a financial holding company. The Company, through its subsidiaries, including its banking subsidiary, State Street Bank and Trust Company, State Street Corporation, provides a range of products and services for institutional investors globally. The Company... 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

  • 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

  • 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

  • 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.

  • Merriman Curhan Ford & Co.
    San Francisco, California

    Merriman Curhan Ford Group, Inc., formerly MCF Corporation, a financial services holding company that provides investment research, capital markets services, corporate and executive services, investment banking, venture services, asset management and primary research through its operating... more

  • Mellon Financial Corporation
    Pittsburgh, Pennsylvania

    Mellon Financial Corporation is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, wealth management, asset... more

  • Capital Z Financial Services Fund II , L.P.
    New York, New York

    Based in New York, Capital Z Financial Services Fund II, L.P., is a $1.85 billion global private equity fund that focuses exclusively on investments in the insurance, financial services and healthcare services industries. The fund, which was formed in August 1998, is managed by Capital Z... more

  • Starwood Capital Group LLC
    Greenwich, Connecticut

    Starwood Capital is a private investment firm that was founded in 1991. Since its inception, Starwood Capital has completed more than 200 transactions representing assets in excess of $19 billion. Public companies created by Starwood Capital have gone on to acquire, often with Starwood's... 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

  • 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

  • Rodman & Renshaw , LLC
    New York, New York

    Since 1951, Rodman & Renshaw has been dedicated to serving the needs of companies in emerging growth sectors and the investors that seek value in these companies. Although the sectors and their companies have changed over the last five decades, the hallmarks of emerging growth companies... more

  • Ocean Tomo LLC
    Chicago, Illinois

    Established in 2003, Ocean Tomo, LLC is the leading Intellectual Capital Merchant Banc firm that specializes in understanding and leveraging Intellectual Property assets. The company provides advice in IP-related mergers and acquisitions, investments, valuations, expert services,... more

  • SoundView Technology Group Inc
    San Francisco, California

    SoundView Technology Group, Inc. (NASDAQ: SNDV) is an investment banking firm focused exclusively on the technology sector. SoundView's services include investment banking, M&A, institutional sales and trading, and venture capital. SoundView produces comprehensive sell-side equity... more

  • Assante Corporation
    Toronto, Ontario, Canada

    Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada. Our advisors and their clients are at the centre of our business and are supported by... more

  • Trillium Asset Management Corporation
    Boston, Massachusetts

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

  • Pacific Crest Securities Inc.
    Portland, Oregon

    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

  • GMO LLC
    Boston, Massachusetts

    GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment, and foundation marketplaces. As of December 31, 2007, we managed $152 billion* in client assets using a blend of traditional judgments with innovative... more

  • Brinker Capital Inc
    Berwyn, Pennsylvania

    At Brinker Capital, we focus on providing services to financial advisors so that they can provide the highly personalized investment solutions that their clients require. We offer managed account and mutual fund investment programs that bring together our investment consulting expertise... more

  • Cowen & Co.
    New York, New York

    Cowen and Company, LLC is a wholly owned subsidiary of Cowen Group Inc., a mid-sized, publicly traded investment bank dedicated to providing superior research, sales and trading and investment banking services to companies and institutional investors in key growth sectors of the economy,... more

  • GP Bullhound Inc
    San Francisco, California

    GP Bullhound is Europe\'s leading investment bank focused on providing advice on mergers & acquisition and institutional capital raising in the technology sector. The firm was established in 1999, and have completed over 60 M&A and Private Placement transactions in the technology sector... more

  • Callan Associates Inc.
    San Francisco, California

    Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five... more

  • Wall Street Access Corporation
    New York, New York

    Wall Street Access is a New York Stock Exchange member firm offering a range of services, including research, execution, fixed income trading and professional money management, to institutions and affluent individuals. Completing our product offerings are investment advisory services for... more

  • Pacific Corporate Group LLC
    La Jolla, California

    Founded in 1979, Pacific Corporate Group LLC is a research-driven investment management firm focused solely on private equity. Our broad expertise and network with activities across the full spectrum of the private equity business enables us to develop unique insights and opportunities... more

  • PROXY Governance Inc
    Vienna, Virginia

    PROXY Governance, Inc., a wholly-owned subsidiary of FOLIOfn, Inc., is a unique and independent new proxy advisory and voting company that fills a critical need in today's marketplace - the need for objective advice that supports the goal of building long-term shareholder value. PROXY... more

  • Cambridge Associates LLC
    Boston, Massachusetts

    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

  • Petrie Parkman & Co.
    Houston, Texas

    Founded in 1989, Petrie Parkman's business purpose is to provide competitively superior advisory and transaction services. Priorities of the firm are to emphasize execution skills through the application of experience and judgment, and to provide continuity of interface to facilitate... more

  • Nollenberger Capital Partners
    San Francisco, California

    Nollenberger Capital Partners provides consulting and advisory services to Plan Sponsors of corporate retirement programs. As an objective group, not aligned with any product or vendor, we offer our clients an impartial, unbiased view of their plans. Our unique, personal approach involves... more

  • Straumur
    Mayfair, London, United Kingdom

    Straumur has a well-developed risk culture and aims to maintain the highest standards of risk management to protect the interests of its stakeholders. We aim to ensure that all substantial risks to the business and to its capital base are accurately monitored and measured, and... more

  • US Fiduciary , L.P.
    Houston, Texas

    We are a boutique financial services firm focused on advising high net worth and institutional clients. Our primary role is to present an independent and objective platform to provide innovative and unbiased advice to our clients. By combining investment services with leading industry... more

  • The Williams Capital Group , L.P.
    New York, New York

    Williams Capital delivers fixed income and equity securities underwriting, sales and trading services for corporations accessing the institutional capital markets in the United States. As a lead or co-manager on corporate debt and equity offerings, we provide our issuer clients with... more

  • Almeida Capital Limited
    London, United Kingdom

    Almeida Capital provides fund placement, advisory and secondary transaction services to the global private equity industry. We help General Partners (GPs) build and develop their private equity firms and raise funds from institutional investors. We also work with Limited Partners (LPs)... more

  • Newton Investment Management Limited
    London, United Kingdom

    We provide investment management for clients with a range of requirements and benchmarks measured in a variety of different currencies. Investment management for our international and non-resident clients is led by our specialist team in London with administration carried out in Jersey if... more

  • Stephens Inc.
    Little Rock, Arkansas

  • Man Group plc
    London, United Kingdom

    Man Group has its origins over 200 years ago in a broking business founded by James Man and was floated on the London Stock Exchange in 1994. Man Group plc trades on the London Stock Exchange (EMG) and is a constituent of the FTSE 100 Index. It is classified within the "General... more

  • Janco Partners , Inc.
    Greenwood Village, Colorado

    Janco Partners, Inc. focuses its research efforts on companies within the telecommunications industry and on selected companies of special interest. In an effort to be a value added resource to our clients in their investment decision making process, our objective is to identify... more

  • Investment Technology Group , Inc.
    New York, New York

    Investment Technology Group, Inc. (ITG) is a specialized agency brokerage and technology firm that partners with clients globally to provide solutions spanning the entire investment process. The Company has three operating segments: United States Operations, Canadian Operations and... more

  • Christian Brothers Investment Services , Inc.
    Oak Brook, Illinois

    Christian Brothers Investment Services, Inc. (CBIS) is the leader in Catholic socially responsible investing (SRI) with more than $4 billion in assets under management and over 1,000 institutional Catholic clients worldwide, including dioceses, religious institutes, educational... more

  • Shoreline Pacific LLC
    San Francisco, California

    Shoreline Pacific is an investment bank in San Francisco currently focused on natural resource companies occupying the "middle market" in certain base and precious metals and alternative energy technologies. Since our inception 13 years ago, we have completed more than 150 transactions... more

  • Ziegel & Company
    New York, New York

  • Broadmark Capital , LLC
    Seattle, Washington

    Broadmark Capital, LLC is a national investment bank based in Seattle. We provide corporate finance services to emerging growth and middle market companies. Our services include capital raising, refinancing expertise, merger and acquisitions advisory services, corporate finance advisory... more

  • Noblemen Group Inc
    Dallas, Texas

    Noblemen Group is a boutique investment banking and business development firm offering a unique combination of professional services for growth oriented, small- to mid-cap companies. Founded on the belief that the investment banking and business development services available to small-... more

  • First Affirmative Financial Network , LLC
    Colorado Springs, Colorado

    We are an independent investment advisory firm registered with the Securities and Exchange Commission. We support a nationwide network of investment professionals who specialize in serving socially conscious investors. We provide consulting and asset management services for institutions... more

  • GAIN Capital Group , Inc.
    Bedminster, New Jersey

    GAIN Capital Group is one of the most respected online forex trading firms in the industry. The company provides a full range of forex investment services to institutional and individual traders worldwide, currently serving clients from over 140 countries. For individual investors,... more

  • Fulcrum Global Partners LLC
    New York, New York

    Fulcrum Global Partners LLC is an independent research-driven securities firm that has been providing unbiased research analysis and trade execution services for a wide range of institutional investors, mutual funds, pension funds, portfolio managers, and hedge funds since 2001. It... more

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