Crowell Weedon & Co. was founded in 1932 and is headquartered in Los Angeles, California with additional offices in Carlsbad, West Covina, Encino, Newport Beach, Pasadena, San Diego, La Jolla, and Long Beach, California. Crowell, Weedon & Co. (CWC) provides financial advisory and securities brokerage services. The firm’s services include financial planning, fee-based investment programs, customized retirement strategies, investment advisory, corporate finance, preferred and common stocks, and tax-deferred annuities and insurance.

Haas Wheat & Partners is a Dallas-based private investment firm specializing in strategic equity investments and leveraged buyouts of middle market companies. Since 1984, the Firm has compiled an impressive track record investing in both private and public companies including such notable successes as Dr Pepper Company, The Seven-Up Company, A&W Brands, AMN Healthcare Services, Nebraska Book Company, and Sybron International Corporation. The Firm’s investments have been of varying sizes and have included both minority and control equity positions.

Coimex Empreendimentos e Participações (know as Coimexpar) is a holding company which operates, through subsidiaries, primarily in the Brazilian state of Espírito Santo. Its foreign trade business, Coimex Trading, deals in such commodities as coffee, sugar, and ethanol. Its logistics arm, which includes subsidiary Coimex Logistica Integrada, provides storage, distribution, and transportation services to customers in the auto, IT, and telecom industries among others. Coimexpar's other investments include a thermal electricity plant, a highway concession, and auto and real estate financing provider. Its latest venture is Embraport, a $180 million project which will expand the port of Santos.

Founded in 1976, Bay Partners company has invested in over 200 companies, including Brocade Communications, Placeware, Nuera Communications, and Versata. Currently investing from its 11th venture fund, Bay Partners has more than $1 billion under management. Bay Partners is a venture capital firm that targets early-stage high-tech companies involved in consumer services, energy services, enterprise software, health care, information technology, and software as as service. On top of providing seed money, the company provides strategic consulting and financial planning to its clients. It often acts as a co-investor with other venture capital firms.

Kennedy Wilson (NYSE: KW) is a real estate operating company that provides a diversified array of real estate investments and services in the U.S. and Japan. The company was founded in 1977 as a real estate auction business and has since grown into a vertically integrated international real estate firm headquartered in Beverly Hills, CA with approximately 300 employees and 21 offices throughout the U.S. and Japan. The people of Kennedy Wilson thrive on opportunity— identifying, creating, seizing and maximizing real estate opportunities. Often, they see opportunities first, aided by the company's far-reaching market intelligence network. They're also buoyed by real estate challenges from which others might shrink, driven by a confident determination borne of the company's entrepreneurial culture, roll-up-your-sleeves approach and highly successful track record.Kennedy Wilson's operations are defined by two core business practices: KW Investments and KW Services. KW Investments includes fund management and advisory services for value-added and core-portfolio investments, commercial and multifamily residential property acquisitions (including condominium conversions) and note purchases.KW Services includes property and asset management for third-party and company-owned assets, auction and residential sales, brokerage (leasing, including tenant/landlord representation, and investment sales and financing), construction management and trust management.

ThinkTank Holdings LLC was founded in 1999 by entrepreneur Scott Blum. ThinkTank is a venture capital firm with investments in about eight companies in entertainment, media, technology, and e-commerce. Among these are electronic retailers Buy.com and Sell.com as well as exercise site Yoga Today, and brand name developer ThinkBig Media. Four of its early investments have been sold. On top of raising capital for portfolio companies, ThinkTank provides merger and acquisitions advice, strategic business partnerships, legal support, business development, and marketing services. It also takes controlling positions in most of its portfolio companies.

InterWest Partners was founded in 1979 and is based at Menlo Park, California. InterWest Partners is a venture capital firm specializing in investments in early stage companies. It makes ongoing capital investments throughout the full range of venture investment stages including development stages. The firm seeks to invest in the information technology companies with a specific focus on systems, enterprise software and services, wireless and mobility, digital media and Internet, datacenter infrastructure, communications, semiconductors, and components; and life sciences companies with specific focus on biopharmaceuticals, drug discovery and tool discovery, medical devices and diagnostics, service, and healthcare information technology companies. Its investments range from $7 million to $15 million over several rounds of financing. The firm prefers to be the lead investor and typically serves on the Board of Directors of its portfolio companies.

NEXT Financial Group, Inc. provides independent investment professionals a place to call "work", and the back office support, marketing clout, and technology services of a big investment firm. NEXT Financial company provides a variety of investment services catering to retirees and baby-boomers through its network of broker/dealers. NEXT Financial company is owned by its employees and representitives and is not affiliated with large investment or insurance companies, allowing reps and customers to choose from a variety of investment options.

Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota. Ameriprise Financial, Inc., through its subsidiaries, provides financial planning, products, and services primarily in the United States. The company operates in four principal segments: Advice & Wealth Management, Asset Management, Annuities, and Protection. The Advice & Wealth Management segment offers financial planning and advice, as well as full service brokerage and banking services to retail clients through its affiliated financial advisors. The Asset Management segment provides investment advice and products to retail and institutional clients. The Annuities segment offers variable and fixed annuity products to retail customers primarily through financial advisors. The Protection segment provides various protection products through financial advisors to address the protection and risk management needs of retail clients, including life, disability income, and property-casualty insurance. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005.

Founded in 1985, Domain Associates, L.L.C. is a venture capital firm with an exclusive focus on life sciences. With $2.5 billion of capital under management, Domain is headquartered in Princeton, NJ with a second office in San Diego, CA. Domain’s three major investment segments are pharmaceuticals, specialty pharmaceuticals, and medical devices, while additional areas of interest include biomaterials, bioinstrumentation, and diagnostics. The Partners of Domain have a total of close to 200 person-years of experience among them in the healthcare/venture capital industries and have been involved in the formation and growth of more than 220 life-sciences companies. The highly focused network, experience, and reputation of this team have made it one of the top private-equity groups participating in the healthcare field.

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