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Carter Financial Management

Carter Financial Management

Carter Financial Management was founded in 1976 by company president Bill Carter (also no relation to President Carter nor his beer-branding brother Billy). Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). Carter Financial Management company offers asset management, tax, legal, and philanthropic services to high-net-worth individuals, as well as families, professionals, and business owners. Affiliate Carter Advisory Services performs financial planning services for estates worth $2 million to $100 million, while brokerage services are carried out by Raymond James Financial.

Lincoln International LLC

Lincoln International LLC

Co-chairman Lawrence Lawson III and Robert Barr, president of North American operations, founded the company in 1996. Lincoln International LLC is a boutique investment banking firm that provides financial advisory services. The firm offers strategic alliances, joint ventures, and mergers and acquisitions advisory; private placements; fairness opinions; valuations; Initial Public Offerings (IPO); and financial restructuring services. Lincoln International is based in Chicago, Illinois with additional offices in New York, New York; Los Angeles, California; Frankfurt, Germany; Vienna, Austria; and Paris, France.

Shenzhen Expressway Company Limited

Shenzhen Expressway Company Limited

Shenzhen Expressway Company Limited was established on 30 December 1996. It is principally engaged in the investment, construction, operation and management of toll highways and roads. The Company aims at enhancing the ability of wealth creation by improving the quality of operation, obtaining reasonable returns through providing high-quality service to the society, and achieving satisfaction of customers, employees, shareholders and related parties by balancing their interests, so as to foster the Company’s sustainable development. Currently, the Company will maintain its market orientation, focus on the expressway industry, actively explore and engage in new investments in the industry for a synergistic growth in both its scale and efficiency.

Newton Investment Management Limited

Newton Investment Management Limited

Newton Investment Management Limited was founded in 1978 and is based in London, United Kingdom with additional offices in Leeds, United Kingdom and Edinburgh, United Kingdom. Newton Investment Management Limited operates as a subsidiary of The Bank of New York Mellon Corporation. Newton Investment Management Limited (NIM) is a privately owned investment manager. The firm provides its services to pension funds, charities, institutions, corporations, and private individuals. The firm manages separate client focused equity, fixed income, and balanced portfolios for its clients. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It typically invests in growth stocks of small-cap companies employing a fundamental analysis with a bottom-up stock picking approach to make its investments. The firm also makes socially responsible investments. It benchmarks the performance of its index against the FTSE and MSCI indices.

Sun Capital Partners, Inc.

Sun Capital Partners, Inc.

Sun Capital Partners, Inc. is a leading private investment firm focused on leveraged buyouts, equity, debt, and other investments in market-leading companies that can benefit from its in-house operating professionals and experience. Sun Capital affiliates invest in companies which typically have the number one or two market position in their industry, long-term competitive advantages, and significant barriers to entry. Sun Capital has offices in Boca Raton, Los Angeles and New York, and affiliates with offices in London, Frankfurt, Paris, Luxembourg, Shanghai and Shenzhen.Sun Capital affiliates have invested in more than 230 companies worldwide since Sun Capital’s inception in 1995, with combined sales in excess of $40 billion and more than 170,000 employees. On a consolidated basis, Sun Capital's affiliated portfolio companies would rank in the top 100 of Fortune Magazine's listing of the 500 largest companies in the United States.Industries targeted for investment are broad and diverse, with no particular industry excluded from consideration. Investments have included companies in paper and packaging, food and beverages, metals and mining, automotive after-market parts, consumer products, financial services, healthcare, media and communications, building products, telecommunications, technology, retailing and catalogs, restaurants, manufacturing and industrial, among others.

Credit Suisse Saudi Arabia

Credit Suisse Saudi Arabia

Credit Suisse Saudi Arabia, a financial services company, provides brokerage services for Saudi securities in the Middle East. It provides confirmation of the order, as well as financial information, such as account and portfolio transactions through various media, including email, online interactive voice response, SMS mobile messages, fax, mail, and courier. Credit Suisse Saudi Arabia was formerly known as Saudi Swiss Securities. The company was founded in 2005 and is based in Riyadh, the Kingdom of Saudi Arabia with additional offices in Dubai, Abu Dhabi, Doha, Riyadh, Beirut, Cairo, and Manama. As of November 10, 2008, Credit Suisse Saudi Arabia operates as a subsidiary of Credit Suisse Group.

Wells Fargo Advisors, LLC

Wells Fargo Advisors, LLC

Wells Fargo Advisors (formerly Wachovia Securities) is the securities brokerage arm of Wells Fargo & Company. Wells Fargo merged its brokerage with Wachovia Securities in 2009 after it acquired Wachovia. With more than $1 trillion worth of assets under management and more than 6 million client accounts, Wells Fargo Advisors offers a range of brokerage, asset management, and financial advisory services. Its Envision program tailors investment plans for mostly affluent clients. Wells Fargo Advisors, LLC Capital Markets unit performs investment banking services.

Thomas Weisel Partners Group, Inc.

Thomas Weisel Partners Group, Inc.

Thomas Weisel Partners company operates in four segments: investment banking, brokerage, equity research, and asset management. Focusing on the technology, industrial growth, health care, mining, and consumer products and services sectors, the company offers services including mergers and acquisition advisory, institutional sales, and wealth management. The firm also offers venture capital investing and other opportunities to affluent private investors and institutional clients. Thomas Weisel Partners was acquired by Stifel Financial for more than $300 million in 2010. Thomas Weisel is now a subsidiary of Stifel.

Avanti Capital PLC

Avanti Capital PLC

Avanti Capital Plc is a United Kingdom-based company. During the fiscal year ended June 30, 2009 (fiscal 2009), the Company was engaged in private equity and ancillary services. The principal activity of Eclectic Bars Limited, one of the Company’s subsidiaries, was as an operator of bars and night clubs. It has two segments: Investment and ancillary services, which provides management services in respect of the investment market, and bar and night clubs segment, which relates to the United Kingdom late-nights, entertainment-led venues and restaurants. Its subsidiaries include Avanti Holdings plc, Avanti Partners (UK) Limited and Avanti Partners NV.

Haas Wheat & Partners

Haas Wheat & Partners

Haas Wheat & Partners is a Dallas-based private investment firm specializing in strategic equity investments and leveraged buyouts of middle market companies. Since 1984, the Firm has compiled an impressive track record investing in both private and public companies including such notable successes as Dr Pepper Company, The Seven-Up Company, A&W Brands, AMN Healthcare Services, Nebraska Book Company, and Sybron International Corporation. The Firm’s investments have been of varying sizes and have included both minority and control equity positions.

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