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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

  • Merrill Lynch & Co. Inc  (NYSE: MER)
    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.  (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

  • Houlihan Lokey Howard & Zukin Inc
    Los Angeles, California

    Houlihan Lokey, an international investment bank, provides a wide range of services, including mergers and acquisitions, financing, financial opinions and advisory services, and financial restructuring. Houlihan Lokey has ranked among the top 10 M&A advisors in the U.S. for the past seven... more

  • Smith Barney , Inc.
    New York, New York

    Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 Financial... more

  • Legg Mason , Inc.
    Baltimore, Maryland

    Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... 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

  • Macquarie Bank Limited
    Sydney, New South Wales, Australia

    The Macquarie group (Macquarie) is a diversified international provider of specialist investment, advisory, trading and financial services in select markets around the world. Headquartered in Sydney, Australia, the Macquarie group comprises Macquarie Bank Limited (MBL), the leading... 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

  • 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

  • CVC Capital Partners Ltd.
    London, United Kingdom

    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

  • Salomon Smith Barney Inc.
    New York, New York

    Salomon Smith Barney (www.smithbarney.com) is a global, full-service financial firm that provides brokerage, investment banking, and asset management services to corporations, governments, and individuals. As a leader in the U.S. securities industry, Salomon Smith Barney's core... more

  • Securities and Exchange Commission
    Washington , D.C., District of Columbia

    "The SEC also is the only agency that doesn't have a top-level management position equivalent to chief financial officer. As required of all agencies, it has an inspector general who can conduct audits. But responsibility for financial management and accounting is with the office of... more

  • AdMedia Partners , Inc.
    New York, New York

    AdMedia Partners is an independent M&A financial advisory firm serving digital and traditional media, marketing and information businesses. Founded in 1990 by former advertising, media, and financial executives, the firm focuses on mergers & acquisitions, divestitures, valuations, and... 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.

  • 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

  • Stifel , Nicolaus & Co.
    Saint Louis, Missouri

    Stifel, Nicolaus & Company, Incorporated operates 77 offices in 15 states, mostly in the central United States. A full range of investments, including stocks, corporate and municipal bonds, mutual funds, annuities, insurance, options, and managed assets accounts are available through the... 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

  • BIA Financial Network Inc
    Chantilly, Virginia

    Since 1983, BIAfn has helped clients build enterprise value and increase operational efficiency by providing expert financial consulting and strategic advisory services, as well as a comprehensive array of media research and investment resources. BIAfn also offers services related to fair... 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

  • Lincoln Partners LLC
    Chicago, Illinois

    Lincoln Partners is an investment bank specializing in mergers & acquisition services, and private capital raising. Lincoln Partners focuses on select industries including automotive, aerospace, building products, business services, chemicals, consumer products, engineered products,... more

  • Affiliated Managers Group Inc
    Prides Crossing, Massachusetts

    Affiliated Managers Group, Inc. is an asset management company with equity investments in a group of boutique investment management firms (its Affiliates). As of December 31, 2007, through its Affiliates, the Company managed approximately $274.8 billion in assets in more than 300... 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

  • LPL Financial Services
    San Diego, California

    LPL is committed to providing its representatives with the tools they need to offer the highest quality of independent investment advice. LPL has been ranked the number one independent broker/dealer for eight years in a row by Financial Planning magazine (June 1996-2003, based on... 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

  • Johnson Capital Group Inc
    Irvine, California

    Johnson Capital International is a real estate investment banking advisory firm responsible for Johnson Capital's real estate capital markets and corporate finance transactions in the emerging markets. We advise our clients on capital raising and corporate finance transactions involving... more

  • Macquarie Group Limited
    Sydney, New South Wales, Australia

    Macquarie Group Limited acts as non operating holding company. Through its subsidiaries, it is engaged in offering a range of investing, commercial banking and retail financial services in Australia and selected financial services offshore. The Company operates in seven segments.... 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

  • Public Financial Management Inc
    Fort Washington, Pennsylvania

    Each year, PFM is involved in tax and revenue anticipation note deals - deals worth hundreds of millions of dollars - that help school districts meet seasonal funding needs. PFM has developed expertise on current and advance refundings for school districts. In fact, several State... 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

  • 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.

  • Financial , Inc.
    Anchorage, Alaska

    Financial Inc. provides a complete line of commercial financing products to our clients through our agreement with several lenders and banks. We can match our customer up with a lender who can provide the best financing for your project. We specialize in commercial real estate, current... more

  • Baird Capital Partners
    Chicago, Illinois

    Baird Capital Partners, the U.S.-based buyout fund of Baird Private Equity, invests in lower middle-market companies in the business services, manufactured products and healthcare sectors. Established in 1989, Baird Capital Partners leverages its deep sector knowledge, experienced... more

  • Growthink Inc
    Los Angeles, California

    Growthink is the leading Investment Banking and Business Advisory Services Firm to Emerging and Middle Market Enterprises. Growthink provides Research, Strategic, Transactional and Investment Capital Services to its clients, enabling companies to identify and leverage opportunities for... more

  • Financial Network Investment Corporation
    El Segundo, California

    Financial Network provides a wide variety of investments and services. Each of our branch offices is independently owned and operated by our financial professionals, and is supported by our national organization. As a securities brokerage firm, our firm is regulated by the United States... more

  • TCW
    Los Angeles, California

    Founded in 1971, The TCW Group develops and manages a broad range of innovative, value-added investment products that strive to enhance and protect clients' wealth. The firm has approximately $130 billion in assets under management. TCW clients include many of the largest corporate and... more

  • Trillium Asset Management Corporation
    Boston, Massachusetts

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

  • Shattuck Hammond Partners LLC
    New York, New York

    Shattuck Hammond Partners LLC is an independent investment banking and financial advisory firm with more than forty investment banking professionals and offices in New York, San Francisco, Atlanta and Chicago. Founded in 1993 as a boutique focused on healthcare services, the Firm has... 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

  • Hennessee Group LLC
    New York, New York

    The Hennessee Group is a pioneer in hedge fund investments and currently advises on over $1 billion of assets invested in 125 different hedge funds. All portfolios are customized to fit each individual client?s investment objectives and risk parameters (i.e. Private funds-of-hedge funds.)... 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

  • Relational Investors LLC
    San Diego, California

    Relational Investors LLC seeks to produce superior returns by using its combination of capital and experience to influence the direction of its portfolio companies. Relational Investors LLC is a San Diego based registered investment adviser, regulated by the Security and Exchange... more

  • Neuberger Berman Inc.
    New York, New York

    Neuberger Berman has provided prime brokerage and correspondent clearing services to the financial community for five decades. We offer all the services you need to get your business started and to keep your business growing: Trade Execution Responsiveness and experience make a crucial... more

  • Alderman & Company
    New York, New York

    Alderman & Company Consulting is a privately owned management consulting firm focused exclusively in the aerospace and defense industries. The firm provides objective strategic advice to aerospace and defense industry stakeholders seeking to maximize value. The firm stands for:... more

  • Hibernia Corp.
    New Orleans, Louisiana

    Hibernia is on Forbes magazine's list of the world's 2,000 largest companies and Fortune magazine's list of America's top 1,000 companies according to annual revenue. Hibernia has $22.1 billion in assets and 320 locations in 34 Louisiana parishes and 35 Texas counties. Hibernia... more

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