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Mayfield Fund

Mayfield Fund

Mayfield Fund was founded in 1969 and is based in Menlo Park, California. Mayfield Fund is a venture capital and private equity firm specializing in incubation, seed, series A, early stage, later stage, growth stage, and mid market investments. The firm does not invest in publicly traded companies and in companies that are not technology-based. It seeks to invest in technology companies with a focus on consumer, enterprise, energy tech, healthcare, communication service providers, and semiconductors chips and components sectors. Within enterprise sector, the firm invests in online marketing and advertising, business application, infrastructure, software, and equipment companies. Within semiconductors chips and components sectors, it invests in communications and application-specific devices. Within energy tech sector, the firm focuses on energy efficiency, management, and cleantech opportunities. It also seeks investments in business services, digital media, engineering services, consumer Internet services, interactive entertainment, retail, power ancillary, media, networking components and systems, mobile communications, and business-to-business e-commerce.

Epoch Holding Corporation

Epoch Holding Corporation

Epoch Investment Partners, Inc. was founded in April 2004 and is based in New York, New York with an additional office in Sherman Oaks, California. Epoch Holding Corporation (Epoch) is a holding company whose primary line of business is investment advisory and investment management services. The operations of the Company are conducted through its wholly owned subsidiary, Epoch Investment Partners, Inc. (EIP). EIP provides investment advisory and investment management services for retirement plans, mutual funds, endowments, foundations and high net worth individuals. As of June 30, 2009, EIP offered 11 separate investment products to its clients, including U.S. All Cap Value, U.S. Value, U.S. Smid (small/mid) Cap Value, U.S. Small Cap Value, U.S. Choice, International Small Cap, Global Small Cap, Global Choice, Global Absolute Return, Global Equity Shareholder Yield and Balanced Portfolios.

Beluga NV

Beluga NV

Beluga NV is a Belgium-based investment trust that specializes in the acquisition and management of a diversified portfolio of shares with a focus on private equity investment. As per December 31, 2009, the Company’s portfolio consisted entirely of private equity participation in various companies, including Network Global Management, BNLfood Investments, IT-Partners, Lamifil, TRG, PR Pharmaceuticals and Technowledge. As of that same date Beluga had two subsidiaries: Distribution d’Eau de la Troupette (La Troupette), a real-estate investment holding, and Comptoir Houiller Bruxellois, a real-estate society that was wholly owned by La Troupette.

Colonial Bankshares, Inc.

Colonial Bankshares, Inc.

Colonial Financial Services, Inc operates as the holding company for Colonial Bank, FSB that provides various banking products and services. It offers various deposit accounts, which include certificates of deposit, savings accounts, NOW accounts, checking accounts, money market deposit accounts, club accounts, and individual retirement accounts, as well as commercial checking accounts for businesses and municipalities. Colonial Bankshares company's loan portfolio comprises one- to four-family residential real estate loans, home equity loans and lines of credit, commercial real estate loans, commercial business loans, construction loans, consumer loans, and multi-family mortgage loans. It has branch offices in Bridgeton, Cedarville, Mantua, Millville, Upper Deerfield, Vineland, and Sewell, New Jersey.

Newedge Group SA

Newedge Group SA

Newedge Group provides brokerage, execution, and clearing services on more than 85 securities and derivatives exchanges worldwide. Newedge Group SA specializes in financial futures and options, equity derivatives, fixed income securities, foreign exchange, agricultural and soft commodities, and metals. Newedge Group SA also performs prime brokerage and research services. Clients include financial institutions, asset managers, hedge funds, professional traders, and corporations. Newedge has offices in more than 25 major cities around the globe.

Corbett Keeling Limited

Corbett Keeling Limited

Founded in 1993, Corbett Keeling is owned by the Keeling family; brothers Jim and Simon act as co-chairmen. Investment firm Corbett Keeling targets businesses valued up to $150 million that are seeking equity, mezzanine, or debt financing in the range of $500,000 to $20 million. Corbett Keeling also assists companies with such transactions as takeovers, recommended bidding, and maintaining stockholder equity or debt. Clients include Gieves & Hawkes (demerger consulting), Linguaphone (raised equity funding), Radiant Networks (raised shares), Opus (refinancing assistance), and BUPA Healthcare Professionals (buyout advisement).

The Veritas Capital Fund, L.P.

The Veritas Capital Fund, L.P.

The Veritas Capital was founded by president Robert McKeon in 1992. The Veritas Capital is a private-equity firm that invests in established companies through buyouts, growth capital investments, and leveraged recapitalizations. The Veritas Capital focuses on public and private middle-market companies in the aerospace and defense, government services, telecommunications, and specialty manufacturing industries. Its current portfolio includes holdings in government contractors McNeil Technologies and Vangent, and electronic components manufacturer Aeroflex, which filed to go public in 2010.

Willdan Financial Services

Willdan Financial Services

Harry Clark founded Willdan Financial Services in 1988. Willdan Financial Services offers financial and business consulting services to more than 600 cities, counties, housing and state agencies, port authorities, and school districts in nearly 40 states. Willdan Financial specializes in the planning and implementation of taxes and compliance services for municipal bonds. Willdan Financial also offers utility rate analysis, user fee studies, and annexation studies. It operates offices in California, Arizona, Florida, Maryland, New York, and Texas.

Lewis Trust Group Ltd

Lewis Trust Group Ltd

Lewis Trust Group company, owned by one of Britain's wealthiest families, is an investment company that operates retail stores, real estate, a wealth management company, and hotels. Lewis Trust Group company's more than 200 River Island retail stores are geared toward young people, while its Cavendish Asset Management arm caters to a more mature (read: wealthier) crowd. The group's real estate unit has property development and investment operations primarily in the UK and US but also in Germany and the rest of Europe. Lewis Trust Group's hotel operation comprises more than a dozen hotels in Israel, the US (the prestigious Ritz-Carlton in Palm Beach), and Thailand.

Ladenburg Thalmann Financial Services Inc.

Ladenburg Thalmann Financial Services Inc.

Ladenburg Thalmann Financial Services Inc., through its subsidiaries, provides investment banking, equity research, institutional sales and trading, independent brokerage, advisory, and asset management services in the United States. Ladenburg Thalmann Financial Services Inc. offers general investment banking and corporate finance consulting services; underwriting of public equity and debt offerings, including specified purpose acquisition companies underwriting; placement of private debt and equity offerings; merger, acquisition, and divestiture advisory services; rendering fairness and solvency opinions; and financial valuations. Ladenburg Thalmann Financial Services Inc. also provides investment consulting services, private investment management, retirement plan sponsor services, alternative investments, and architect program, as well as an asset management program, which provides centralized management of mutual fund and exchange-traded fund portfolios based on asset allocation models. In addition, Ladenburg Thalmann Financial Services Inc. offers broker-dealer and investment advisory services to the independent registered representative community. Further, Ladenburg Thalmann Financial Services Inc. reviews and analyzes general market conditions and other industry groups; issues written reports on companies, with recommendations on specific actions to buy, sell, or hold; furnishes information to retail and institutional customers; and responds to inquires from customers and account executives. Ladenburg Thalmann Financial Services Inc. serves middle market and emerging growth companies, and high net worth individuals. Ladenburg Thalmann Financial Services Inc. was founded in 1876 and is based in Miami, Florida.

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