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Cavendish Corporate Finance LLP

Cavendish Corporate Finance LLP

Cavendish Corporate Finance LLP was founded in 1988 and is headquartered in London, United Kingdom. Cavendish Corporate Finance Limited (CCFL) provides financial advisory services to private companies, public enterprises, and financial institutions. The firm offers mergers and acquisition, valuation, deal negotiation and structuring, and due diligence advisory services. Additionally, it provides assistance in buyer identification, risk assessment, operational planning, and benchmarking services. The firm caters to construction, consumer and retail, leisure, healthcare, paper and packaging, and telecommunications and media industries. Its clientele includes GET Group plc, YORK Novenco, Hale Hamilton, U-POL Products Limited, JJ Barker Ltd, and Canterbury Foods Group plc.

Heritage Partners, Inc.

Heritage Partners, Inc.

Heritage Partners wants to help companies keep their affairs all in the family. The investment firm specializes in acquisitions and equity-based recapitalizations of private family-owned businesses. Heritage Partners generally targets establilshed middle-market companies involved in manufacturing, distribution, health care, business services, and consumer goods with annual sales of at least $30 million. Through its trademarked "Private IPO," Heritage Partners makes a substantial equity investment in a company while allowing its owners to further build their business and maintain control. Portfolio companies include OneSource Distributors, REACH Air Medical Services, and manufacturers Centra and Saunders & Associates.

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management provides investment management, planned giving, and fiduciary services to a range of institutional clients, including not-for-profit organizations, corporations, public funds, insurance companies, and unions. The company provides wealth management services that include investment, financial, tax, and estate planning; and private banking services. Its planned giving services include administration, tax preparation, and record-keeping. It also offers investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. U.S. Trust also provides investment management, trustee, and fiduciary consulting services to employee benefit plans of all sizes.

National Electrical Benefit Fund

National Electrical Benefit Fund

NEBF, which was established in 1946 as part of an agreement with the International Brotherhood of Electrical Workers (IBEW), is affiliated with the National Electrical Annuity Plan, or NEAP. National Electrical Benefit Fund (NEBF) wants to put some spark into the retirement nest eggs of those in the electrical industry. One of the largest Taft-Hartley pension plans in the US, the fund manages pension benefits for more than 480,000 current or former electrical workers and has more than $11 billion of assets under management. More than 11,000 employers contribute to the fund.

North European Oil Royalty Trust

North European Oil Royalty Trust

North European Oil Royalty Trust was founded in 1975 and is based in Red Bank, New Jersey. North European Oil Royalty Trust (the Trust) is a grantor trust, which, on behalf of the owners of beneficial interest in the Trust (the unit owners), holds overriding royalty rights covering gas and oil production in certain concessions or leases in the Federal Republic of Germany. The rights are held under contracts with German exploration and development subsidiaries of Exxon Mobil Corp. (Exxon Mobil) and the Royal Dutch/Shell Group of Companies (Royal Dutch/Shell Group). Under these contracts the Trust receives various percentage royalties on the proceeds of the sales of certain products from the areas involved. As of October 31, 2009, it received royalties for sales of gas well gas, oil well gas, crude oil, distillate and sulfur. The Trust does not conduct any active business activities or operations.

MMC Ventures Ltd

MMC Ventures Ltd

MMC is a venture capital firm that invests growth capital in UK companies. MMC are an active investor and look to work closely and in partnership with impressive management teams. Although MMC approach is generalist, MMC focus on growth leads us to invest particularly in healthcare, financial services, support services and technology, including cleantech and media.MMC have substantial capital available through managed funds and a Syndicate of private investors. MMC offers MMC investors a diversified and tax-efficient portfolio service. When risk is properly calibrated and management teams are well supported venture capital offers superior returns. Since MMC began investing in 2000 MMC has established a strong track record of growing and selling businesses. MMC was named EIS Fund Manager of the Year by the EISA in January 2009. MMC is authorised and regulated by the Financial Services Authority (FSA) and is a member of the British Venture Capital Association (BVCA) and Enterprise Investment Scheme Association (EISA).

T. Rowe Price Group, Inc.

T. Rowe Price Group, Inc.

T. Rowe Price Group was founded in 1937 and is based in Baltimore, Maryland with additional offices in London, United Kingdom; Central Hong Kong, Hong Kong; Tokyo, Japan; and Singapore. T. Rowe Price Group, Inc. is a financial services holding company that provides investment advisory services to individual and institutional investors in the sponsored T. Rowe Price mutual funds and other investment portfolios. The Company operates its investment advisory business through its subsidiary companies, primarily T. Rowe Price Associates, T. Rowe Price International and T. Rowe Price Global Investment Services. The Company also manages a range of United States and international stock, blended asset, bond, and money market mutual funds and other investment portfolios, which are designed to meet the varied and changing needs and objectives of individual and institutional investors. On January 20, 2010, the Company completed the acquisition of 26% equity interest in UTI Asset Management Company.

Artio Global Investors Inc.

Artio Global Investors Inc.

Artio Global Investors, Inc. was founded in 1962. Artio Global Investors, Inc., an asset management company, provides investment management services to institutional and mutual fund clients. It primarily involves in managing and advising Julius Baer Investment Funds. Artio Global Investors Inc company offers various investment strategies, including International Equity strategies, Global High Grade Fixed Income, Global High Yield, Global Equity, and the U.S. Equity. It delivers investment management services to various vehicles, including registered investment management companies, commingled vehicles, and separate accounts. Artio Global Investors distributes its products and services through intermediaries, including investment consultants, broker dealers, RIAs, mutual fund platforms, and sub-advisory relationships.

Saratoga Partners, L.P.

Saratoga Partners, L.P.

Saratoga Partners is an independent, New York-based merchant banking firm making alternative asset investments in private equity and debt in partnership with management across the industrial manufacturing, business service and information service sectors. Saratoga primarily pursues investments in U.S.-headquartered, middle-market companies that it believes have opportunities for enhanced growth and productivity. Saratoga’s investment strategy includes a special focus on “special situation” middle-market investments involving complexity or inefficiencies – including restructurings – that present attractive value combined with active, “hands-on” post-investment involvement to achieve revenue and productivity enhancements.

Taiwan Business Bank

Taiwan Business Bank

Taiwan Business Bank was founded in 1915 and is headquartered in Taipei, Taiwan. Taiwan Business Bank, Ltd. operates as a financier and provider of banking assistance to small and medium-size businesses primarily in Taiwan. The company offers various deposit products that include demand deposits, including brokerage accounts; savings deposits comprising brokerage accounts and salary transfer accounts; combined savings, including demand deposit accounts, savings deposit accounts, and time deposit accounts; check deposits; certificates of deposit; and negotiable certificates of deposit. It also provides various loan products comprising assisting small and medium-sized enterprises (SME) upgrading loan, traditional industry boost - up loan, SME root establishment project loan, youth business start-up loan, micro-business start-up loan, traditional industry loan with credit guarantee programs, loans for earthquake reconstruction, loan for purchasing automatic machines, loan for purchasing energy-saving machine, low-interest loan for private enterprises to purchase pollution-protecting devices, soft loan for promoting east- area industry development, promoting industry research and development loan, and mortgage loans, including home loans.

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