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.

SEI Investments Company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments Company (SEI) is a provider of investment processing, fund processing and investment management business outsourcing solutions, which help corporations, financial institutions, financial advisors, and families create and manage wealth. The Company’s wealth management business solutions include investment processing and investment operations outsourcing solutions for banks, trust companies, independent wealth advisors and investment managers; investment management programs to affluent individual investors and for institutional investors, including retirement plan sponsors and not-for-profit organizations, and fund processing solutions for banks, investment management firms and investment companies that sponsor and distribute mutual funds, hedge funds and alternative investments. It operates through six segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, Investments in New Businesses and LSV Asset Management.

The Operating Engineers Funds are, in fact, for operating engineers not the kind who run trains, but those who operate other large machinery. Operating Engineers Funds company administers employee benefits, including pensions, health, welfare, vacation, and holiday benefit, for more than 35,000 active or retired members of the International Union of Operating Engineers (I.U.O.E.), Local 12, as well as their beneficiaries and dependents. The union consists of individuals in construction-related trades, including heavy equipment operators, soil testers, concrete pumpers, inspectors, and surveyors.

Brown Brothers Harriman & Co. was founded in 1818 and has offices in the United States, Europe, and Asia. Brown Brothers Harriman & Co., formerly known as Brown Brothers & Co., is a private bank, provides commercial banking, investment management, brokerage, and trust services to private companies and individuals. It also performs merger advisory, foreign exchange, custody services, commercial banking, and corporate financing services.

Integrated Asset Management Corp. (IAM) is a Canada-based alternative asset management company. The Company offers alternative asset management to institutional investors, pension funds, private clients and retail investors. The alternative asset classes the Company manages for investors include private corporate debt, real estate asset management, private equity, managed futures and retail alternative investments. On January 23, 2009, the Company incorporated OreReserve Asset Management Inc., a 51%-owned subsidiary. On October 1, 2009, Integrated Management Limited amalgamated with the Company. In February 2010, Integrated Asset Management Corp. and its wholly owned retail alternative investment subsidiary BluMont Capital Corporation, acquired Northern Rivers Capital Management Inc.

Alexander David Securities (formerly Griffin Group) looks out for the little guy. Alexander David Securities Group plc provides corporate brokerage services to small and midsized businesses and institutional brokerage services to micro-cap and small-cap fund managers. Alexander David Securities Group plc also conducts research on small companies. Alexander David Securities Group plc offers financial advice and trading of equities, futures, options, and other financial instruments to high-net-worth private clients as well. In early 2009 the former Griffin Group bought UK-based brokerage house Alexander David in a reverse merger and assumed the acquired company's name.

Founded in 1992 by entrepreneurs for entrepreneurs, Investors Capital Corporation (ICC) is the dually-registered, premier independent broker dealer of publicly-traded Investors Capital Holdings, Ltd. (AMEX: ICH). ICC is a full-service firm that, today, supports the ongoing needs of practically any type of business model: independent registered representative, independent registered investment advisor, or OSJ.Investors Capital Corporation partners with nearly 700 registered representatives nationwide. We take great pride in providing them with the concierge-level service, superior back-office support, full financial planning and brokerage capabilities, practice management and marketing expertise, powerful technology, superb advisory platform, and complete range of financial products and services they need to achieve true independence and help them exceed the expectations of their clients.

Infinity Capital Group, Inc. is a business development company specializing in venture capital and mezzanine investments. The firm prefers to make growth capital, late venture, emerging growth, mezzanine capital, and expansion financing investments in special situations. It seeks to invest in three distinct groups of emerging growth companies: publicly traded companies whose market for securities are thinly traded; publicly traded companies that have non-marginable securities and seek expansion or mezzanine capital to implement growth strategies executable within 12 to 24 months; and private companies seeking expansion or mezzanine financing and wishing to access the equity capital markets within the next 12 months. It prefers to invest in companies that are seeking to trade publicly through a reverse merger with an existing publicly traded company as well as small public traded companies seeking private investment (PIPE) financing. The firm does not restrict its investment to any single industry or sector. It typically invests in companies with minimum operating history of two years and annual revenues in excess of $1 million.

Scotia Capital was founded in 1999. Scotia Capital Inc. provides investment banking services to communications, media, technology, consumer products, real estate, forest products, infrastructure, industrial products, power, mining, and oil and gas sectors. The firm offers mergers and acquisitions advisory, private placement, negotiation assistance, due diligence, and restructuring services. Additionally, it provides research, equity sales and trading, foreign exchange management, merchant banking, short-term funding, investment research, and structured leasing services.

LMS Capital plc was founded in 1998 and is headquartered in London, United Kingdom with an additional office in San Francisco, California. LMS Capital plc is a private equity and venture capital firm specializing in direct and fund of funds investments. The firm seeks to invest in mid venture, late venture, middle market, mature, turnarounds, and buyouts. It makes balance sheet investments. It typically invests in energy and industrial, applied technology, media and leisure, healthcare and medical sectors, consumer services, software and services, commercial and professional services, and financial services. The firm prefers to invest in companies based in the United States and Canada, United Kingdom, Israel, and European Developed Markets. It invests in public and private companies. The firm seeks to hold a board seat in its portfolio companies and actively manages significant stakes in its portfolio companies. The firm typically invests between £5 million ($9.98 million) and £15 million ($29.93 million) in companies with an enterprise value between £10 million ($19.95 million) and £50 million ($99.77 million), minimum revenue of £5 ($9.98 million), and minimum EBITDA of £1 million ($1.995 million).

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