Eaton Vance Corp. is engaged in managing investment funds and providing investment management and counseling services to high-net-worth individuals and institutions. The Company’s product line offers fund shareholders, retail managed account investors, institutional investors and high-net-worth clients a range of products and services designed and managed to generate attractive risk-adjusted returns over the long term. The equity products encompass a range of investment objectives, risk profiles, income levels and geographic representation. The income investment products cover a duration and credit quality range and encompass both taxable and tax-free investments. As of October 31, 2009, the Company had $154.9 billion in assets under management. In December 2008, Eaton Vance Corp. announced that its wholly owned subsidiary, Eaton Vance Management, has completed the acquisition of the Tax Advantaged Bond Strategies (TABS) business of M.D. Sass Investors Services.

Alternative Investment Strategies is a closed-end investment firm that manages hedge funds. Alternative Investment Strategies company, founded in 1996, provides services to both private and institutional investors. About a third of its funds are US-based; approximately 50% are allocated to long and short equity funds. Company manager and adminstrator is Closed Fund Services Limited; investment manager is International Asset Management 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).

Winterthur Life UK, Ltd. offers wealth management solutions to the high net worth marketplace. It provides focused investment and retirement solutions, and support services distributed through IFAs. The company offers individual pension products, such as the personal pension; the self-invested personal pensions; the section 32 and the self-invested section 32; and the executive pension and the self-invested executive pension. In addition, it provides administration, Internet access, pricing, and investments to a range of defined contribution pension products. Winterthur Life UK also offers group personal pensions, stakeholder, group additional voluntary contribution, and contracted in money purchase products. It offers group personal pensions and single premium personal pensions via advisers.

Clerical Medical targets the practical and economical, helping to make sure their retirement years are more paradisiacal than ascetical. Clerical Medical, which started out serving clergy members and physicians, today provides middle-class professionals and other clients from all walks of life with tools to build their nest eggs. The company's products include group and individual pension plans and other investment products, such as life insurance, offshore investment funds, and a variety of bonds (flexible growth, income, and others); it has more than $39 billion under management. Clerical Medical is a subsidiary of Lloyds Banking Group.

CIR S.p.A. was founded in 1976 and is headquartered in Milan, Italy. CIR S.p.A., through its subsidiaries, engages in the utilities, media, automotive components, healthcare, and financial services businesses. Its utilities business comprises the sourcing, marketing, and sale of electricity and gas for industries, small and medium enterprises, and micro-businesses. This business also has electricity generation plants. In the media sector, the company engages in publishing daily newspapers and periodicals; broadcasting radio and digital television networks; and the collection of advertising for the company’s and third party publications, as well as operates in the Internet sector. The company’s publications include la Repubblica, a daily newspaper; and L Espresso, a weekly magazine. It also offers automotive components, including filters and flexible suspension components. The company offers filters under the brands ‘FIAAM’, ’FRAM’, ‘PBR’, ‘COOPERS’, ‘PURFLUX’, ‘TECNOCAR’, and ‘CROSLAND’ with a range of oil, gasoline, gasoil, air, and cabin filters. In addition, it engages in the management of hospitals, nursing homes, physiological and psychiatric rehabilitation centers. Further, the company involves in the acquisition and management of non performing loans and trade receivables originated by banks, financial institutions, commercial companies, and public administrations; and in the creation, acquisition, and management of retail financing companies focusing on non-conforming customers in the product segments of residential mortgages and personal loans.

Munder Capital Management was founded in 1985 and is based in Birmingham, Michigan with an additional office in Boston, Massachusetts. Munder Capital Management is a privately owned investment manager. The firm provides its services to individuals. It also caters to high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, other pooled investment vehicles, charitable organizations, corporations and state or municipal government entities. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity mutual funds for its clients. It invests the public equity and fixed income markets across the globe. The firm also makes investments in REITs. It primarily invests in growth and value stocks of micro-cap. small-cap, mid-cap and large-cap companies. The firm employs combination a fundamental and quantitative analysis along with bottom-up stock picking approach to make its investments.

Entrust Capital was founded in 1997 and is based in New York City. Entrust Capital Inc. is an employee owned investment manager with approximately $3.1 billion in assets under management. The firm primarily provides its services to individuals, typically high net worth individuals. It also manage accounts for families, pension and profit sharing plans, non-profit organizations, and corporations. The firm manages equity and fixed income portfolios. It invests in the public equity and fixed income markets of the United States. In addition, the firm also makes alternative hedged investments. It invests in stocks of small-cap, mid-cap, and large-cap companies for its equity investments.

Multi Service was established in the late 1970s to provide credit cards to the trucking industry. The Multi Service card allows truckers to purchase fuel and oil at more than 3,100 truck stops across North America. Multi Service's transaction processing programs and specialized software help trucking companies control purchases, plan their budgets, and report fuel taxes. Multi Service has operations in Australia, the Netherlands, Mexico, and the US. Multi Service also provides fleet card services for small to midsized trucking companies, consolidated billing and reporting services for after-market parts, and processing services for trucking companies that utilize toll roads and tunnels in Europe.

Primerica, Inc. provides financial products and services. It offers term life, auto and home owners, and long term care insurance, as well as pre-paid legal services. Primerica, Inc. also provides debt consolidation loans, mutual fund investments, variable annuities, and home mortgage loans, as well as financial needs analysis. Primerica acts as a distributor for Citigroup products, including debt consolidation loans from Citibank and mortgage loans from CitiMortgage. Primerica, Inc. also sells unaffiliated policies such as annuities from MetLife and mutual fund investments from Legg Mason and AGF. Primerica, Inc. markets its products through a network of more than 100,000 sales representatives. Primerica, Inc. was a subsidiary of Citigroup until it was spun-off in a $320 million IPO in 2010. Primerica, Inc. serves its clients in the United States, Canada, the Puerto Rico, and Spain. Primerica, Inc. was formerly known as American Can Company. Primerica, Inc. was founded in 1901 and is based in Duluth, Georgia.

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