J.W. Childs Associates, L.P. was founded in 1995 and is based in Boston, Massachusetts. J.W. Childs Associates, L.P. is a private equity firm specializing in leveraged buyouts, acquisitions, and recapitalizations of middle-market growth companies. The firm invests in consumer products, healthcare, specialty retail, and asset management companies. It invests in companies based in North America and Asia. The firm invests in companies having enterprise values between $150 million and $600 million and an earnings growth rate of at least 10 percent per annum. It seeks to take a seat on the board of directors of its portfolio companies.

The Clearing Corporation (TCC) has no problem coming between buyers and sellers of over-the-counter traded derivatives (such as futures and options). As trades are continuously matched throughout the day, TCC substitutes itself as buyer and seller for the trade and thus guarantees the performance of every trade it accepts. The independent clearinghouse serves major dealers and participants in the worldwide derivatives market, most of which are stockholders. The company was formed in 1925 as The Board of Trade Clearing Corporation and became the first independent clearinghouse for futures markets in the US. TCC was bought by the IntercontinentalExchange (ICE) in 2009.

Lazard Middle Market LLC is an investment banking firm that represents sellers of public and private middle-market businesses in mergers, acquisitions, divestitures, joint ventures, and recapitalizations. The services provided by the firm include mergers and acquisitions, distressed company, and private placement advisory services; and valuations and opinions services. It offers a range of domestic and cross-border transactions including sales, mergers, and partnerships and joint ventures. Goldsmith provides financial advisory services to distressed companies in both Chapter 11 court-supervised proceedings and in out-of-court workouts. Its valuation services include strategic alternative assessments; fairness opinions and analyses; equity placements; purchase price allocations and goodwill impairment opinions; management incentive compensation plans; estate and gift tax planning; and litigation support. The firm caters to various industries including consumer, food & beverage, healthcare, industrial products and manufacturing, natural resources and environment, publishing, printing, media, technology, telecom, transportation and business services.

The First Marblehead Corporation, together with its subsidiaries, provides outsourcing services for designing and implementing private education loan programs to national and regional financial institutions, and educational institutions in the United States. The First Marblehead Corporation offers program design, marketing support, loan origination, and loan securitization, as well as stand-alone loan origination services and portfolio management services on a fee-for-service basis. The First Marblehead Corporation primarily focuses on private education loan programs for undergraduate and graduate students. In addition, The First Marblehead Corporation, through Union Federal Savings Bank, a federally chartered thrift, offers residential and commercial mortgage loans, retail savings products, time deposit products, and money market accounts. The First Marblehead Corporation was founded in 1991 and is headquartered in Boston, Massachusetts with additional offices in Medford, Massachusetts; and North Providence, Rhode Island.

Morgan Stanley was founded in 1935 and is headquartered in New York, New York. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. It operates in three segments: Institutional Securities, Global Wealth Management Group, and Asset Management. The Institutional Securities segment provides financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, and leveraged buyouts and takeover defenses, as well as shareholder relations; capital raising; corporate lending; investments; and sales, trading, financing, and market-making activities, including equity trading, commodities, and interest rates, credit, and currencies, as well as financing services, including prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services.The Global Wealth Management Group segment offers brokerage and investment advisory services covering various investment alternatives comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs; financial and wealth planning services; annuity and insurance products; credit and other lending products; cash management services; retirement services; and trust and fiduciary services. The Asset Management segment offers products and services in equity, fixed income, and alternative investments, which include hedge funds, fund of funds, real estate, private equity, and infrastructure to institutional and retail clients through proprietary and third party distribution channels. This segment also involves in investment activities.

Cheung Kong Infrastructure Holdings knows the ins and outs of financing heavy construction projects. Cheung Kong Infrastructure Holdings Limited company (also known as CKI) has interests in transportation, energy, water, and construction materials primarily in Hong Kong and mainland China. Its energy group owns nearly 40% of Hongkong Electric and has stakes in several Chinese power plants. CKI's materials operations include cement and concrete firms. The transportation arm oversees toll roads and bridges in five Chinese provinces. CKI company also has infrastructure investments in Australia, New Zealand, Canada, and the UK. Through Hutchison Whampoa, real estate investment holding company Cheung Kong (Holdings) Limited controls an 85% stake in CKI.

Insight Investment Management was founded in 2002 and is based in London, United Kingdom. Insight Investment Management Limited operates as a subsidiary of HBOS Insurance & Investment Group Ltd. As of November 2, 2009, Insight Investment Management Limited operates as a subsidiary of BNY Mellon Asset Management International Limited. Insight Investment Management Limited is an asset management company with approximately £92.9 billion ($174 billion) assets under management. The firm primarily provides its services to institutional investors. It manages separate client-focused equity, fixed income, and balanced portfolios and hedge funds. The firm invests in public equity, fixed income, and hedging markets and private equity markets across the globe. The firm primarily invests in growth and value stocks employing a fundamental analysis with a top-down and bottom-up stock picking approach to create its portfolios. It conducts in-house research to make its investments.

The Jones Financial Companies is the parent of Edward Jones, an investment brokerage network catering to individual investors. Serving some seven million clients, the "Wal-Mart of Wall Street" has thousands of offices (mainly in rural communities and suburbs) in all 50 states and Canada. Brokers preach a conservative buy-and-hold approach, offering relatively low-risk investment vehicles such as government bonds, blue-chip stocks, high-quality mutual funds, and annuities. The Jones Financial Companies, L.L.L.P. also sells insurance and engages in investment banking, underwriting and making markets for corporate securities and municipal bonds.

Dunham & Associates Investment Counsel, Inc. was founded in 1985 and is based in San Diego, California. Dunham & Associates Investment Counsel, Inc. is an employee owned investment manager. The firm also provides advisory and brokerage services. It provides its services to individuals including high net worth individuals, investment companies, pension and profit sharing plans, and other pooled investment vehicles. The firm manages separate client focuses portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and real estate markets across the globe. It conducts in-house research to make investments.

Crescent Capital NI was founded in 1995. Venture capital firm Crescent Capital NI manages two funds totalling about £37 million that invest in companies primarily in Northern Ireland. Clients include businesses in the information technology, manufacturing, and life sciences industries, and typical investments range between £250,000 and £1,500,000. In the past, the company has invested in such companies as drug delivery platform provider Gendel Limited, saw miller Balcas, and Amtec Medical, a medical device company.

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