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Westchester Technology Advisors, LLP

Westchester Technology Advisors, LLP

Westchester Technology Advisors was founded in London in 1993 and expanded into the US (Westchester Associates) in 2002. Westchester Technology Advisors wants to bring the art of the deal to mid-market technology companies. The firm offers mergers and acquisitions assistance to both buyers and sellers, helping tech companies (with a focus on software and service providers) identify acquisition targets, perform due diligence, negotiate, and implement post-acquisition strategies. The company is active in Europe and the US; clients served include IT services provider Netstore and printer supplier Danka Business Systems.

Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc.

Oppenheimer Holdings specializes in wealth management, asset management, trust, and investment banking services for institutional and wealthy individual clients. (Private-client services -- about $62 billion in assets under management -- make up the bulk of sales.) Offerings include brokerage, annuities, and estate planning. Oppenheimer Holdings Inc. asset management group -- about $17 billion in assets under management -- covers the bases from research to alternative investments. Oppenheimer Holdings Inc. capital markets unit provides equities and debt market products and services. The formerly Toronto-based Canadian company rechartered as a US company in 2009, moving its headquarters to New York.

Medallion Financial Corp.

Medallion Financial Corp.

Medallion Financial Corp., through its subsidiaries, operates as a specialty finance company in the United States. Medallion Financial Corp. engages in originating, acquiring, and servicing loans that finance taxicab medallions and various commercial businesses. Medallion Financial Corp. also originates consumer loans for the purchase of recreational vehicles, boats, motorcycles, and trailers, as well as provides other debt, mezzanine, and equity investment capital to companies in various industries. In addition, Medallion Financial Corp. originates commercial loans that finance the purchase of the equipment and related assets necessary to open a new business or the purchase or improvement of an existing business; and loans to small businesses for the purpose of financing inventory and receivables. Further, it raises deposits and conducts other banking activities. Medallion Financial Corp. was founded in 1995 and is headquartered in New York, New York.

Franklin Resources Inc.

Franklin Resources Inc.

Franklin Resources, Inc. (Franklin) is an investment management company. The Company is a holding company that, together with its various subsidiaries (collectively, the Company), is referred to as Franklin Templeton Investments, a global investment management organization offering investment choices under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary and Darby brand names. In its primary business and operating segment, investment management and related services, it provides services to investment funds and institutional, high net-worth and separately managed accounts (collectively, its sponsored investment products) in the United States and internationally. In its secondary business and operating segment, banking/finance, it provides clients with select retail banking, private banking and consumer lending services through its bank subsidiaries.

U.S. Global Investors Funds

U.S. Global Investors Funds

U.S. Global Investors was founded in 1968 and is based in San Antonio, Texas.U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also manages accounts for other pooled investment vehicles, individuals, and corporations. The firm manages family of equity and fixed income mutual funds for its clients. It invests in the public equity, fixed income, gold, and natural resources markets across the globe. The firm invests in growth and core stocks to make its equity investments. For its fixed income securities, the firm invests in short and intermediate municipal debt, and U.S. government money market.

El Oro and Exploration Company P.L.C.

El Oro and Exploration Company P.L.C.

The main aim of the El Oro Group since 1938 has been to increase the asset value of the shares in issue whilst continually increasing dividends. El Oro is a collective investment vehicle and seeks to be competitive with similar investment funds. To achieve this aim, the Board restructured the El Oro Mining and Exploration Company plc to allow El Oro Ltd to be subject to a tax regime that puts it on a par with other investment vehicles such as unit and investment trusts.El Oro Ltd is the El Oro Group holding company, registered in Guernsey with its shares listed on the Official List of the Channel Islands Stock Exchange [Ticker – ELX]. El Oro became the holding company for the El Oro Group by way of a scheme of arrangement under section 899 of the Companies Act during March 2009 as approved by the Scheme Stockholders and sanctioned by the Court.

KPMG Oy Ab

KPMG Oy Ab

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. KPMG purpose is to turn knowledge into value for the benefit of KPMG clients, KPMG people and the capital markets. KPMG have over 137,000 outstanding professionals working together to deliver value in 144 countries across the world. In Finland, with over 650 professionals in 15 locations, KPMG is one of the leading providers within KPMG industry. At KPMG we work closely with KPMG clients, helping them to mitigate risks, improve performance and grasp opportunities in today’s markets. KPMG aim is to provide KPMG clients with informed perspectives and clear, forward looking and sustainable solutions that help them, not just to face the challenges of today, but also to succeed in the future and to stay one step ahead of the competition.

Direct Sharedeal Limited

Direct Sharedeal Limited

Direct Sharedeal Limited offers trading in global markets online or by phone, resarch resources, and online trading tools. Traditionally Scotland's only execution-only stockbroker, the company has broadened its scope beyond online trading, and now offers insurance, mortgages, and other financial services through various alliances. Launched in 1999, the Scottish stockbroker signed a partnership with Computershare Ireland in 2004 in order to expand its product base in the Irish market. Direct Sharedeal Limited brokered approval with the Securities Exchange Commission and successfully entered the US market in mid 2005.

Monitor Clipper Partners, Inc.

Monitor Clipper Partners, Inc.

Monitor Clipper Partners, Inc. was founded in 1998 and is based in Cambridge, Massachusetts. Monitor Clipper Partners, Inc. is the private equity arm of the Monitor Group specializing in management buyouts, recapitalizations, and growth equity investments in middle market companies. The firm prefers to invest in companies based in the North America and Western Europe. It typically makes equity investments between $20 million and $100 million per transaction and can also make smaller or larger investments. The firm seeks to make control or minority investments.

Scottish Equity Partners Ltd.

Scottish Equity Partners Ltd.

Scottish Equity Partners LLP was founded in 1997. Scottish Equity Partners LLP is a venture capital firm specializing in seed, start up, early stage, mid and late venture, and growth capital financing. The firm prefers to invest in information technology, healthcare, life sciences, and energy related sectors. It seeks to invest in information technology sector with a focus on enterprise application software, enterprise network technologies focused on connectivity, security and mobility standards based communication technologies, semiconductors, displays, and novel new materials. In healthcare and life sciences sector, the firm includes enabling diagnostics, medical devices, specialty pharmaceuticals, as well as platform and enabling technologies, new therapeutics, novel research, and development technologies. In energy related sector, it primarily invests in oilfield technology, renewable energy, environmental technologies, and clean and green technology. In the renewable energy sector, the firm includes sources such as wind, wave, tidal, and solar energy. It also seeks to invest in equipment and services, distributed and mobile power technologies such as fuel cells, advanced batteries, energy storage, energy efficiency, and new materials.

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