Lombard Odier Darier Hentsch & Cie was founded in 1796 and is based in Geneva, Switzerland with additional offices in Fribourg, Lausanne, Lugano, Vevey, Zurich, Amsterdam, Barcelona, Brussels, Gibraltar, Istanbul, Jersey, London, Madrid, Paris, Prague, Montreal, Bermuda, Nassau, Rio de Janeiro, São Paulo, Singapore, Hong Kong, Tokyo, and Dubai. Lombard Odier Darier Hentsch & Cie, a private banker, offers advisory services in wealth management, financial products, and specialized areas to private and institutional clients. Its services include investment decisions assistance, assets management, portfolio management advice, estate planning, legal and tax advice, occupational pensions advise, actuarial, bancassurance, equity management, and equity research. The company also engages in creating, managing, and administering mutual funds. In addition, it offers online financial services. Further, the company offers Asset Management & Investment Research software, an asset management software.

Founded in 1908, Baillie Gifford & Co. is one of the UK's leading investment management firms for individuals and institutions. The company manages a number of investment trusts, including the Monks Investment Trust, the Baillie Gifford Shai Nippon, and the Scottish Mortgage Investment Trust. Owned by 30 working partners, the firm's offerings include retirement and pension management services, charitable and family trusts, and other investment and savings plans. It has about $46 billion in assets under management. Its UK pension fund business consistently represents the company's largest segment, bringing in almost 50% of total sales.

Riordan, Lewis & Haden was founded in 1982. Riordan, Lewis & Haden is a private equity firm specializing in investments in middle market companies. The firm typically invests in growth capital, management buyouts, shareholder’s liquidity, and recapitalizations. It makes growth investments for working capital needs, additional production capacity, strategic acquisitions, and geographic expansion. The firm makes investments in business services, high value added manufacturing, specialty distribution, healthcare, and financial services. I t prefers to invest in home improvement, lawn and garden, storage and organization, sporting goods, outdoor recreation, luggage and travel accessories, and pet products. Within business services, the firm focuses on IT services, systems engineering, consulting, information security, and specialized data services. It looks for branded food, consumer products, precision components, and complex materials in high value added manufacturing sector. For specialty distribution, the firm focuses on healthcare products, plastics, and food. Within healthcare sector, it particularly invests in rehabilitation services, assisted living, devices, and home care. The firm focuses on specialty insurance and specialty finance for financial services sector. It typically, makes investments in companies headquartered Western U.S. with a focus in California.

Opus Investment Management, Inc was founded in 1993 and is based in Worcester, Massachusetts. Opus Investment Management, Inc. is an asset management arm of The Hanover Insurance Group Inc. The firm primarily provides its services to corporations. It also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, traditional and alternative insurance entities, corporate retirement funds and benefit programs, public retirement funds, foundations and endowments, and mutual funds. The firm manages separate client-focused equity and fixed income portfolios. It also manages a family of mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. For its fixed income securities, the firm invests in government bonds, treasury inflation-protected securities, AAA rated bonds, AA rated bonds, A rated bonds, BBB rated bonds, BB rated bonds, B rated bonds, and CCC rated bonds. It employs a fundamental analysis with a top-down and a bottom-up stock picking approach to make its investments. The firm benchmarks the performance of its portfolio against the Lehman Brothers Aggregate Index and Treasury Inflation Protected Securities Index.

Macquarie Private Wealth (formerly Blackmont Capital) provides equity sales, trading, and research, as well as capital raising and financial advisory services for corporate and institutional clients. Its research division focuses on the technology, media, communications, metals and minerals, energy, real estate, and financial services sectors. Macquarie Private Wealth company's wealth management activities include private client services and support for investment advisors. Products include money market instruments, bonds, public venture capital, retirement plans, and tax-free savings accounts. Australia-based Macquarie Group acquired Blackmont Capital from CI Financial at the end of 2009.

Since 1984, VENTANA has led multiple syndicates comprised of both domestic and internationally recognized venture investors. VENTANA creates value for Ventana investors using the know-how and know-who accumulated over more than two decades of doing business around the world. VENTANA works very closely with portfolio companies using a disciplined, value-added approach to drive each investment toward the best possible liquidity event, in the shortest time possible.VENTANA's experienced Team bring to the firm their in-depth domain knowledge and reputation as innovators. These individuals contribute proprietary advantages to VENTANA, resulting from active and successful investing in one of the largest and fastest growing technology centers of the world. With its corporate office in Orange County, California, VENTANA is in an ideal location – entrepreneurially positioned within Southern California’s burgeoning entrepreneurial “knowledge economy.” In addition to the sheer number of technology businesses located in this region, it is one of the very few in the world with leadership positions across alternative energy/cleantech, information technology, and life sciences sectors. Given its nearly 30-year history in the region, VENTANA is in an ideal position to benefit from this rich local universe of outstanding opportunities

Ares Capital Corporation was founded in 2004 and is based in New York, New York with additional offices in Los Angeles, California; Chicago, Illinois; and Atlanta, Georgia. Ares Capital Corporation (Ares Capital) is a specialty finance company, which is a closed-end, non-diversified management investment company. Ares Capital's investment objective is to generate both current income and capital appreciation through debt and equity investments. It invests in United States middle-market companies. It invests primarily in first and second lien senior loans and mezzanine debt, which in some cases includes an equity component like warrants. First and second lien senior loans generally are senior debt instruments that rank ahead of subordinated debt of a given portfolio company. Its investments have ranged between $10 million and $100 million each, although the investment sizes may be more or less than the targeted range. The Company’s investment adviser is Ares Capital Management LLC. In April 2010, Ares Capital Corporation completed its merger with Allied Capital Corporation.

Toyo Cotton (Japan), originally established in 1920, has been a part of Toyota Tsusho Corporation since 2007 when that company acquired TOMEN Corporation, a Japanese general trading company. Toyo Cotton (Japan) Co. is a supplier of cotton to cotton gins, spinning mills, and cotton producers located primarily in Japan and Southeast Asia. Its Dallas, Texas-based Toyo Cotton subsidiary is a supplier of cotton to mills in the US. Toyo Cotton (Japan) also has operations throughout Asia and in South America.

Capital One Financial Corporation operates as the bank holding company for the Capital One Bank (USA), National Association and Capital One, National Association, which provide various financial products and services to consumers, small businesses, and commercial clients in the United States, Canada, and the United Kingdom. Capital One Financial Corporation offers various deposits products comprising non-interest bearing deposits, NOW accounts, money market deposit accounts, savings accounts, and certificates of deposits. Capital One Financial Corporation also involves in consumer and small business card lending, closed end installment lending, automobile lending, consumer mortgage lending, and servicing activities. In addition, Capital One Financial Corporation offers treasury management services to commercial real estate and middle market customers. Capital One Financial Corporation was founded in 1993 and is headquartered in McLean, Virginia.

Terra Nova Financial Group wants to serve investors in a hurry to do some stock trading. Terra Nova Financial Group, Inc. was founded in the 1990s as a traditional retail brokerage offering insurance and other investment products. Today, Terra Nova Financial Group, Inc. has shifted its attention toward its proprietary software for direct-access trading. Terra Nova Financial Group, Inc. technology platform provides real-time quotes and trading tools for active online investors, semi-professional traders, and institutional portfolio managers. Terra Nova Financial, LLC, the company's broker/dealer subsidiary, handles online trading for more than 3,000 customer accounts. In 2010 Lightspeed Financial, Inc. agreed to acquire Terra Nova Financial, LLC for nearly $27 million.

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