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RBS Card Services

RBS Card Services

RBS Card Services (formerly RBS National Bank) is the credit card unit of Citizens Financial Group, the US banking arm of UK-based financial services giant Royal Bank of Scotland Group. RBS Card Services offers MasterCard Platinum credit card products to consumers and businesses through Citizens Bank and Charter One Bank branches, as well as via direct marketing and the Internet. The cards offer supplemental benefits such as auto rental insurance, emergency roadside assistance, and other related purchase protection products. RBS Card Services also sells payment insurance.

Houlihan, Lokey, Howard & Zukin, Inc.

Houlihan, Lokey, Howard & Zukin, Inc.

Investment bank Houlihan Lokey Howard & Zukin soldiers on for mergers on the economic front. Operating as Houlihan Lokey, the firm provides advisory services for primarily mid-market companies involved in M&A deals and corporate restructurings, including the sale of distressed assets and other turnaround situations. Houlihan Lokey also raises private and public equity for midsized private and small-cap public companies. The company is among the top M&A advisors in the US, especially for deals valued at less than $1 billion. Houlihan Lokey operates about 15 offices in the US, Europe, and Asia. Japanese financial services company ORIX acquired control of the company in 2007.

Fred Alger Management, Inc.

Fred Alger Management, Inc.

Fred Alger Management was founded in 1964 and is based in New York, New York with additional offices in Jersey City, New Jersey and Boston, Massachusetts. Fred Alger Management, Inc. is an asset management arm of Fred Alger & Company Incorporated. The firm provides its services primarily to individuals. It also caters to investment companies, pooled investment vehicles, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, endowments and foundations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It also manages equity, fixed income, and balanced mutual funds for its clients. The firm primarily invests in the public equity and fixed income markets across the globe. It invests in growth stocks of small-cap, mid-cap, and large-cap companies. The firm employs fundamental analysis with a bottom-up stock picking approach to create its portfolios. It uses in-house research to make its investments.

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.

Quad-C Management, Inc.

Quad-C Management, Inc.

Quad-C Management, Inc. was founded in 1989. Quad-C Management, Inc. is a private equity firm specializing in management buyouts, owner recapitalization and family succession, and industry consolidation in middle market companies through both, internal growth and add-on acquisitions. Under management buyouts, the firm seeks to invest in corporate orphan, where it help managers acquire a division of a parent company, a going private, where the firm work with management to buy out public shareholders and take the company private, or a buyout of a private company, where it partner with management and buyout shares from the controlling private shareholders. The firm will also consider smaller strategic acquisitions for its current portfolio companies. It prefers to invest in building products; specialty finance; food, beverage, and restaurants; transportation and logistics; distribution; infrastructure; healthcare; equipment rental; financial services; light manufacturing; packaging; specialty chemicals; security and corrections; business-to-business services; education and training; and consumer and leisure products sectors.

Landmark Ventures, Inc.

Landmark Ventures, Inc.

Landmark Ventures, Inc. was founded in 1995 and is based in New York, New York. Landmark Ventures, Inc. provides strategic and financial advisory services. The firm offers mergers and acquisitions, divestitures, private placements, capital raising, due diligence, and fund placement advisory services. Additionally, it provides business development, strategy formulation, and key account identification services. The firm’s clientele include ActionBase, Blinco Systems, Agentis, BioPetroClean, BoardVantage, Centrata, Inovis, Network Privacy, and Radware. It caters to IT, business services, and life sciences sectors.

Fisher Investments

Fisher Investments

Established in 1979, Fisher Investments is a private money management firm serving Fortune 500 companies, foundations, and endowments, as well as wealthy individuals with at least $500,000 to invest. The firm is active in the US and in the UK, where it operates through subsidiary Fisher Wealth Management. In Germany, Fisher does business through its joint-venture affiliate, Greener Fisher Investments. At the helm of Fisher Investments is founder, CEO, and chief investment officer Ken Fisher, who has authored several books on investing and has written the "Portfolio Strategy" column for Forbes magazine for more than 20 years.

Integral Capital Partners

Integral Capital Partners

Integral Capital Partners was founded in 1991 and is based in Menlo Park, California with an additional office in Baltimore, Maryland. Integral Capital Partners is a private equity and venture capital firm specializing in investments in expansion-stage private and growth-stage public companies and buyout opportunities. The firm typically invests in all stages of a company’s development, beyond the start up phase. It also seeks to invest in venture and public stages of a company. The firm prefers to invest in companies in the life sciences and information technology sectors. Within the life sciences sector, it focuses on investments in emerging medical technologies, health care information systems, and companies targeting the cardiology and oncology markets. In the information technology sector, the firm seeks to invest in the Internet, software, software as a service, information security, computer services, and consumer technology markets. It also makes investments based on the themes communications-centric computing, real-time computing, and mobility.

Sprott Physical Gold Trust

Sprott Physical Gold Trust

Sprott Physical Gold Trust (the Trust) is a closed-end mutual fund trust. The Trust was created to invest and hold substantially all of its assets in physical gold bullion. The Trust seeks to provide an exchange-traded investment alternative for investors interested in holding physical gold bullion. The Trust invests primarily in long-term holdings of unencumbered, fully allocated, physical gold bullion and will not speculate with regard to short-term changes in gold prices. Sprott Asset Management LP (the Manager) is the manager and RBC Dexia Investor Services Trust (RBC Dexia), a trust company, is the trustee of the Trust. As of December 31, 2009, the Trust held 97% of its total net assets in physical gold bullion in London Good Delivery bar form. The Trust does not invest in gold certificates or other financial instruments that represent gold or that may be exchanged for gold.

Calvert Group, Ltd.

Calvert Group, Ltd.

Calvert Group, Ltd. was established in 1976 and is based in Bethesda, Maryland. Calvert Group, Ltd. is a Maryland-based investment advisor with over $7.5 billion assets under management. Its equity investment strategies include aggressive growth, growth, growth and value, indexing, value, small-cap, mid-cap, large-cap, quantitative, and social screening. The firm invests globally, but specifically, in the United States, Europe, and emerging markets.

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