
Monticello Capital was formed in 1997 and organized as a Virginia limited liability company in January 1998 at the height of the technology-driven expansion of the US economy. The location of its headquarters in northern Virginia, in the Washington DC metropolitan area, positions the investment bank at the center of the east coast’s high technology region. Monticello Capital’s office in New York City operated from 2003 to 2008. This firm is a specialized or “boutique” investment bank, principally focused on serving companies in high-growth mode.Monticello Capital’s clients have always spanned a wide range -- from development stage technology companies to some of the world’s largest and most prominent international conglomerates and financial institutions. Monticello Capital experienced extraordinary growth and financial harvests during the economic growth that the US enjoyed in the late 1990s and into the new century. The firm experienced growth in revenues, profitability, and marginal profitability in each year from inception through 2008, and has been profitable in every year of its corporate existence, including during the post-9/11 recession and the severe financial industry downturn in 2008-2010.

BlueRun Ventures was founded in 1998 and is based in Menlo Park, California with additional offices across the United States, Europe, and Asia. BlueRun Ventures is a venture capital firm specializing in seed or start-up and early stage investments. The firm primarily focuses on investments in the technology industry including companies engaged in information technology, consumer electronics, wireless software, internet, digital and new media, gaming, enterprise software, semiconductors and components, consumer internet service, entertainment and knowledge process outsourcing, mobile, wireless, and consumer technology industries. It prefers to make initial investments ranging between $1million and $6 million with additional capital reserved for follow on rounds. It seeks to invest globally.

HollisWealth Inc. is a Canada-based diversified wealth management company. Through its various subsidiaries, the Company provides diversified wealth management and investment solutions including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. The Company has three main businesses: investment management (HollisWealth Investment), financial advisory, and capital markets, comprised of institutional sales and trading, investment banking and research. HollisWealth Investment operates principally through the Company’s subsidiary, Goodman & Company and through Aurion Capital Management Inc. HollisWealth Financial provides financial advisory and capital market services to both retail and institutional clients across Canada.

IntercontinentalExchange, Inc. (ICE) is an operator of regulated futures exchange and over-the-counter (OTC) markets and derivatives clearing houses. ICE operates electronic futures and OTC marketplaces for trading an array of energy and agricultural commodities, credit default swaps (CDS), currencies and equity index products. It offers an integrated electronic trading platform for side-by-side trading of products in both futures and OTC markets, together with clearing, post-trade and market data services. Through its electronic marketplace, ICE brings together buyers and sellers of derivative and physical commodities and financial contracts, and offers a range of services to support its participants’ risk management needs. The Company has three segments: futures segment, global OTC segment and market data segment. In July 2010, IntercontinentalExchange Inc. acquired Climate Exchange plc.

Garage has raised more than $400 million in venture capital since 1997 and has expanded to include an affiliate in Canada. Founders include CEO and former Apple "Chief Evangelist" Guy Kawasaki and "Forbes" publisher Rich Karlgaard. Garage Technology Ventures helps get start-up companies on the road. The firm focuses on investing in seed-stage and early-stage emerging technology companies based in California and the western US. The firm also organizes events like its renowned "Art of the Start" and "Launch: Silicon Valley" conferences. Investments usually range from $500,000 to $3 million. Its portfolio of cutting-edge companies develops employment search engines, voice communications software and more.

Founded in 1988, JLL Partners is among the leading private equity investment firms in the country. JLL Partners is a private equity and venture capital firm specializing in investments in middle market companies. The firm prefers to invest in balance sheet restructurings, buyouts, operational turnarounds, acquisitions, add-on acquisitions, industry consolidations, growth capital, and strategic co-investments. It invests in companies which are significantly over-leveraged; companies lacking committed sponsorship; companies requiring strategic and/or operational refocusing; companies in out-of-favor industries; businesses being divested from a larger corporate entity; and companies seeking a financial partner to pursue their strategies. The firm seeks to invest in manufacturing and services, financial services, healthcare and medical services, and building products. It seeks to take a majority stake in its portfolio companies.

NBGI Private Equity Limited is a private equity arm of NBG International Limited specializing in investments in small to medium sized businesses. It seeks to invest in management buyouts and buyins, institution led buyouts, growth capital, recapitalizations, and turnarounds. The firm does not invest in startups and early stage companies. It seeks to invest in consumer and leisure, manufactured, industrial and building products, and business and support services. It prefers to invest in the United Kingdom. The firm typically invests in a deal size between £5 million ($9.40 million) and £50 million ($94.09 million) with an equity investment between £2 million ($3.2 million) and £15 million ($24.05 million). It invests in private and public companies. The firm also invests in further rounds of financing for acquisition and growth in its portfolio companies.

S3 Investment Company, Inc. operates as an investment banking advisory firm that offers U.S. corporate finance and investment banking services to private companies in China. The company specializes in providing alternative public offerings for private Chinese companies through the simultaneous listing on a U.S. or other stock market, and private investment in public equity financing. Its services help client companies to prepare, assist, and manage various stages of the process of a reverse merger into a publicly-traded shell, as well as in capital funding, a progression to a U.S. national market listing, and multiple registered follow-on offerings for additional growth capital.

Manhattan Bridge Capital, Inc., together with its subsidiaries, provides short term, secured, nonbanking, commercial loans to small businesses in the United States. Manhattan Bridge Capital, Inc. loans are secured by collateral, such as real estate, receivables, and marketable securities, as well as accompanied by personal guarantees from the principals of the businesses. Manhattan Bridge Capital, Inc. also develops Nextyellow, a software solution; and Nextyellow.com, a related Web site, which allow retail businesses and other service providers to reach prospective customers and clients for their goods and services. Manhattan Bridge Capital offers its loan products primarily through the companys officers and independent loan brokers. Manhattan Bridge Capital, Inc. was founded in 1989 and is headquartered in New York, New York.

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.
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