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Investment Brokerage - National
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Dimensional Fund Advisors, Inc.

Dimensional Fund Advisors, Inc.

Dimensional Fund Advisors was founded in 1981 and is based in Texas, United States with additional offices in Chicago, California, Australia, London, and Canada. Dimensional Fund Advisors LP is an employee owned investment manager. The firm provides its services primarily to investment companies and mutual funds. It also provides its services to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in real estate markets. It primarily invests in growth and value stocks of micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis to make its investments. For its fixed income securities, it invests in bonds, U.S. Treasury bills, and U.S. Government securities. The firm benchmarks the performance of its large-cap equity portfolios against the S&P 500 Index, Consumer Price Index, MSCI EAFE Index, and Dow Jones Wilshire 500 Index. It benchmarks the performance of its fixed income portfolios against the Long Term Government Bond Index.

HM Capital Partners LLC

HM Capital Partners LLC

HM Capital Partners LLC was founded in 1989 and is based in Dallas, Texas. HM Capital Partners LLC is a private equity firm specializing in investments in middle market and mature companies. It seeks to invest in, the acquisition of under-managed, under-capitalized or under-appreciated assets and their transformation into strategically relevant assets; acquisition of divisions or products that have no management; acquisition of divisions or assets of large corporations; acquisition of distressed businesses going either through a restructuring or bankruptcy process; acquisition or recapitalization of privately owned or publicly traded businesses; and growth opportunities. The firm seeks to make control investments in companies operating in the, media sector, with a focus on new media technologies and companies offering multiple exit strategies; consumer products sector; energy sector, with a focus on on-shore United States natural gas value chain (both upstream and downstream) and new capital projects or strategic acquisitions that will generate returns in varying commodity price environments; food and beverages sector, with a focus on undermanaged or no management situations, as in the case of a divestiture of a single brand or product line and businesses that have an inappropriate cost structure with opportunity for savings by rationalizing expenses; financial services sector; information services sector; and niche manufacturing sector.

Investec Limited

Investec Limited

Investec Limited is an international banking group that provides a range of financial products and services. The Company is organized into five business divisions: Private Client Activities, Capital Markets, Investment Banking, Asset Management and Property Activities. In addition, its head office provides certain group-wide integrating functions, such as risk management, information technology, finance, investor relations, marketing, human resources and organizational development. It is also responsible for the Company’s central funding, as well as other activities, such as trade finance.

Martin Currie Ltd.

Martin Currie Ltd.

Management Limited was founded in 1881 and is based in Edinburgh, Midlothian. Martin Currie Investment Management Limited is an employee owned investment manager. The firm primarily provides its services to financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies, investment trusts, banking or thrift institutions, pooled investment vehicles, and corporations. It manages separate client focused equity portfolios. The firm also manages mutual funds and hedge funds for its clients. It invests in the public equity markets across the globe. The firm invests in growth oriented value stocks employing a thematic investment approach. It employs fundamental analysis with a combination of bottom-up and top-down stock picking approach to create its portfolios. The firm makes use of both internal and external research to make its investments. It operates as a subsidiary of Martin Currie Limited.

ABS Capital Partners, L.P.

ABS Capital Partners, L.P.

ABS Capital Partners was founded in 1990 and is based in Baltimore, Maryland with additional offices in San Francisco, California and Waltham, Massachusetts. ABS Capital Partners is a private equity and venture capital firm specializing in expansion financings, management buyouts, and recapitalizations of mid to late stage growth companies. The firm prefers to invest in strong growth companies that have moved beyond the start up phase favored by venture capital firms, but which are not yet on the radar screens of later stage buyout firms. It seeks to invest in the healthcare, technology, business services, software, media, and communication sectors. The firm typically invests between $10 million and $30 million in a company. It typically invests in companies based in the United States. The firm prefers to take a seat on the board of directors of its portfolio companies and leads the financing rounds. It makes both majority and minority stake investments.

Morgan Stanley

Morgan Stanley

Morgan Stanley was founded in 1935 and is headquartered in New York, New York. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. It operates in three segments: Institutional Securities, Global Wealth Management Group, and Asset Management. The Institutional Securities segment provides financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, and leveraged buyouts and takeover defenses, as well as shareholder relations; capital raising; corporate lending; investments; and sales, trading, financing, and market-making activities, including equity trading, commodities, and interest rates, credit, and currencies, as well as financing services, including prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services.The Global Wealth Management Group segment offers brokerage and investment advisory services covering various investment alternatives comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs; financial and wealth planning services; annuity and insurance products; credit and other lending products; cash management services; retirement services; and trust and fiduciary services. The Asset Management segment offers products and services in equity, fixed income, and alternative investments, which include hedge funds, fund of funds, real estate, private equity, and infrastructure to institutional and retail clients through proprietary and third party distribution channels. This segment also involves in investment activities.

TriNorth Capital Inc.

TriNorth Capital Inc.

TriNorth is a Canadian-based investment company that manages a diversified investment portfolio to generate long-term capital growth for shareholders. TriNorth takes an active interest in its investee companies from the earliest stages, providing strategic and financial counsel, support and direction to assist in their growth and success. Trinorth's investment strategy includes structuring and initiating deals focused on particular resources, themes or regions as well as launching the development of businesses in select industries by providing assistance with the hiring of management teams, providing seed capital and facilitating IPOs. TriNorth is managed by Lawrence Asset Management Inc.

Communications Equity Associates

Communications Equity Associates

Communications Equity Associates was founded in 1973 by CEO Rick Michaels. Communications Equity Associates (CEA) provides investment banking, merchant banking, and private equity services to global companies in the communications, entertainment, and media industries. Communications Equity Associates company offers mergers and acquisitions, corporate finance, divestment, and fund-raising services from 10 offices in the US and Europe. Its private equity division manages a family of funds with more than $1 billion under management. CEA has completed more than 900 transactions, most of which are cross-border arrangements. Customers have included such big names as AT&T, IBM, EDS, and Siemens.

MK Capital Company

MK Capital Company

MK Capital likes to invest its cold hard cash in the ever-changing digital world. Valued at $150 million, MK Capital is a venture capital fund which invests in emerging technology-based companies in the application software, digital media, data center, business services, and education technology sectors. Targeting companies that have an established customer base, the fund works with management teams to influence company strategy and direction. It provides funding to young companies as well as mature companies seeking growth capital. MK Capital's investments have included NxTV, Multicast Media, and RSA Security.

AdMedia Partners, Inc.

AdMedia Partners, Inc.

AdMedia Partners is an independent merger and acquisition advisory firm providing M&A advice to 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 strategic consulting. AdMedia has provided transactional services and strategic and financial advice to the world's leading advertising and media companies. The firm's industry knowledge and strong transactional skills provide the best outcomes for both buyers and sellers–the strategic value that AdMedia Partners brings to every assignment.AdMedia's group of managing directors is among the most experienced financial advisors in the media, marketing services, and Internet industries. Their diverse backgrounds as former operating and financial executives, and entrepreneurs provide unique insights into both the strategic and operating issues that surface during mergers, acquisitions, and divestitures. Management teams and shareholders benefit from the managing directors' keen and unique perspectives into the current themes and trends within the sectors that AdMedia covers. Most importantly, the managing directors speak the same language and have shared backgrounds with the clients they serve.

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