Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals.... more
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in... more
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly diversified North American financial services organization. With total assets of more than $312 billion as at April 30, 2006, and more than 34,000 employees, BMO provides a broad range of retail banking, wealth... more
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
GE Capital, with assets of more than US$345 billion, is a global, diversified financial services company with 28 specialized businesses. A wholly-owned subsidiary of General Electric Company, GE Capital, based in Stamford, CT, provides equipment management, mid-market and specialized... more
About Russell Investment Group Russell Investment Group, a global leader in multi-manager investing, provides investment products and services in 44 countries. Russell manages more than $171 billion in assets and advises clients worldwide representing more than $2.4 trillion. Founded in... more
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
Blum Capital Partners was founded in 1975 as an investment firm making strategic block and control investments in public and private transactions. Our hybrid investment strategy combines a rigorous, "private equity approach" applied to the public markets with a proven ability to play a... more
Pinetree Capital Ltd. (Pinetree) is a diversified investment, financial advisory and merchant banking firm focused on the small-cap market. Pinetree’s investments are primarily in the resource sectors, such as uranium, oil and gas, molybdenum, precious metals, potash and rare earths, and... more
MCC provides strategic and financial advisory and investment services to clients in a variety of industries, and is also the investment advisor to Equus II Incorporated (NYSE: EQS), a New York Stock Exchange-listed closed-end fund. MCC has offices in various financial centres around the... more
Tennenbaum Capital Partners, LLC, specializes in crafting unique financial solutions tailored to a company's specific needs. We have an extensive and successful track record of making strategic investments in companies that are facing rapid secular or cyclical change; legal, operational... more
Mirabilis Ventures is a leading provider of financial and investments services. Mirabilis utilizes a unique blend of multiple disciplines enhancing national and global expertise in specialized industries and creating a strong reserve of capital and knowledge in one exceptional network.
Security Capital is an international real estate operating company. The principal offices of Security Capital and its majority-owned affiliates are in Brussels, Chicago, El Paso, Houston, London, Luxembourg, New York, and Santa Fe.
Clear Asset Management (Clear AM) is a quantitative equity money manager and buy side research firm. Clear AM manages one international and three core equity styles; mid cap growth and large cap growth and value. Clear AM's objective is to help investors effectively pursue their... more
East Peak Advisors is an investment bank dedicated to serving the most innovative companies powering the information technology economy. We are first and foremost a knowledge-centric bank, built on a deep understanding of the technology markets our clients address. Our industry... more
CCM maintains records of all proxies voted in accordance with Section 204-2 of the Advisers Act. As required and permitted by Rule 204-2(c) under the Advisers Act, the following records are maintained: , a copy of this Statement; , proxy statements received regarding client... more
At Stratford Advisory Group, we are committed to enhancing the long-term financial position of our clients. Our consulting approach is focused on the following: Develop a strategic approach that balances the interest of participants and plan sponsors. Establish a cost-efficient... more
RockBridge Capital, LLC is a real estate investment firm that focuses predominantly on the hotel sector. Since 1993, RockBridge Capital has placed nearly $500 million of investor equity in over 225 hotel assets, with aggregate transaction capitalization exceeding $3 billion. Recently, the... more
Watermill has an extensive and deep network of business professionals around the world who work with us in a variety of ways. From operating executives and industry experts to investment bankers and lending professionals, Watermill has relationships with the most respected and talented... more
GIC Group was established in 1980, to provide investment and financial services to agribusiness companies worldwide. Since then, our services have expanded as biotechnology, consolidation, vertical integration, and globalization have put their stamp on agricultural production, marketing,... more
Avocet VenturesÔ, LLC is a global private equity investment firm specializing in strategic investments and corporate acquisitions in the healthcare and life sciences sectors. Avocet offers accredited individual and institutional investors opportunities for superior long-term capital... more
R.V. Kuhns & Associates, Inc. provides strategic investment consulting services to institutional investors. Since 1985, R.V. Kuhns & Associates has offered its clients world-class investment advice based on cornerstones of integrity, capability, and client service. R.V. Kuhns &... more
Summit Strategies Group is a consulting firm dedicated to providing a comprehensive range of conflict-free services to a nationwide client base of corporate, public and Taft-Hartley pension funds; corporate and state sponsored defined contribution plans; corporate taxable and non-taxable... more
Monument Advisors, Inc. is an Indianapolis-based private equity firm focused on management buyins, management buyouts, leveraged buyouts, and recapitalizations in the lower middle ("microcap") market. We partner with management teams to acquire and help build companies within the service,... more
Suisse Finance (America) Inc. is an international financial advisory firm providing strategic world-class investment banking services. Our specialty areas include services for mergers and acquisitions and reverse mergers. We also concentrate in sourcing investments for public and private... more
Strategic Investment Group is a group of registered investment advisers founded in 1987 by the former senior pension investment team of the World Bank. Their ongoing leadership provides Strategic with an in-depth understanding of the distinctive challenges of institutional investing. Over... more
Guinness Peat Group plc is an investment holding company with a diversified range of strategic interests in a number of businesses, mainly in Europe and Australasia. GPG is listed on the London, Australian and New Zealand Stock Exchanges. As at 31 December 2007, it had a market... more
Meketa Investment Group, an investment consulting firm with offices in Boston and San Diego, was founded in 1978. We specialize in investment policy, asset allocation, manager search and oversight, custom research, and fund coordination services. Our firm grew out of its founder's work... more
GlenRock was organized to invest in private equity and special situation opportunities and to provide strategic advisory services. Our advisory capabilities are typically deployed in support of businesses in which we have made an investment as principals, although we will selectively... more
CB Capital Partners is a specialized investment banking firm, which focuses on creating value through customized financial advisory assignments including capital raises, debt placements, strategic and financial partnerships, and mergers and acquisitions transactions. CB Capital Partners'... more
SightPoint is a global strategic investment banking and private equity capital firm focused on helping clients create superior long-term shareholder value. SightPoint also provides business and strategy consulting services.
RJR Associates, Inc. is a provider of outsourced IR solutions for publicly traded companies.
Strategic Investment Management (SI) is a niche investment boutique focusing on commercial property investment. Our main aim is to source interesting investment opportunities with potential to deliver excellent returns for our investors. Our track record speaks for itself.
Deson & Co. is a boutique investment bank with a specific focus in real estate, technology and consumer products. Working in tandem with world-class companies and management teams, our firm defines and implements unique strategies, arranges both debt and equity financing, and provides... more
The GVW Group is a private investment and holding company with an internationally diversified portfolio across multiple industries. The firm prides itself in uncovering value from investments in businesses and assets that require complex operational execution and strategic realignment. We... more
SIA is an independently owned, fee-only Registered Investment Adviser that specializes in discretionary management of separate accounts. This means that we manage your investments according to your long-term financial goals within individual accounts that you own and control. Unlike a... more
Salvus Strategic Investments Limited operates in the financial investment industry in New Zealand. The Company’s investment objective is long-term growth of capital and dividends. During the fiscal year ended June 30, 2007, the portfolio was 82% invested and consisted of 16 holdings. The... more
CTS Strategic Investments, LLC is a partner owned, SEC registered investment advisor located in Chicago, Illinois. At CTS Strategic, we focus on delivering the highest return per unit of risk possible, in both the absolute and relative return equity spaces. Since our inception in January... more
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