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Legg Mason Investment Counsel

Legg Mason Investment Counsel

Legg Mason Investment Counsel provides trust and wealth management services for high-net-worth individuals and families and for institutional investors such as employee benefit plans. Legg Mason Investment company's investment strategy focuses on large cap and growth equities, fixed-income products of all investment grades and maturities, and balanced portfolios. It offers mutual funds managed by other units of parent company Legg Mason, as well as funds that it administers itself. Legg Mason Investment Counsel has offices in Baltimore, Cincinnati, Chicago, New York, and Philadelphia.

CenterPoint Ventures

CenterPoint Ventures

CenterPoint Ventures was founded in 1996 and is based in Dallas, Texas with an additional office in Austin, Texas. CenterPoint Ventures is a venture capital firm specializing in seed, start up, early stage, mid venture, and late venture investments. It typically invests in privately held companies developing information technology-based products for the firm’s target industries and markets. The firm also invests in communications infrastructure including wireless, enterprise software and business applications, semiconductors, hardware, and Internet-enabled business models. It does not invest in companies engaged in pure-science inventions and in mature markets. The firm seeks to invest in companies based in Texas and Southwest region. It typically invests between $5 million and $10 million with follow-on funding over two to three rounds per company. The firm invests at the first or second-round of venture capital financing and act as lead investor in the initial venture round. It invites co-investment on early-stage deals and syndicates larger, late-stage investments with co-investors and seeks a board seat in its portfolio companies. The firm seeks to exit its investment within five years via an IPO, merger, or acquisition.

Cravey, Green & Wahlen Incorporated

Cravey, Green & Wahlen Incorporated

Cravey, Green & Wahlen is a private equity investment firm which has supported management teams in acquisitions and recapitalizations of middle-market companies, typically involving transactions valued between $25 - 200 million. Cravey, Green and Wahlen's period for new investments is over and cravey, green & wahlen only managing our existing portfolio. The remaining CGW portfolio is co-managed by the principals of CGW and MSouth Equity Partners. As the successor to CGW, MSouth intends to build on the legacy of CGW with a similar focus on southern-based, lower middle market buyout opportunities.

CommerceNet

CommerceNet

Founded in 1994, CommerceNet has been a trusted intermediary, conducting research and piloting programs that have advanced the commercial use of the Internet.CommerceNet sees dollar signs. The tech incubator provides seed money and takes stakes in companies that often are just a glimmer in their founders' eyes. It helps its target companies fund their ideas, collaborate with other Internet companies, and in general advance the commercial aspects of the Internet. The organization operates the Open Network for Commerce Exchange (ONCE), a business-to-business trading community. Funded companies include Webify Solutions (health care provider software) and SupplyFrame (supply chain software).

Newtek Business Services, Inc.

Newtek Business Services, Inc.

Newtek is one of the premier providers of business services and financial products to small and medium-sized businesses throughout the United States. Since 1999, Newtek has helped business owners realize their potential by providing them with the essential tools they need to manage and grow their business.Newtek's suite of business solutions provides business owners with the high-quality services and top-level customer care that have traditionally only been affordable by larger companies. Whether a business is a startup or well-established, Newtek can help them reach their business goals.The U.S. Small Business Administration estimates that there are 26.8 million small businesses in the United States, which in total represent 99.7 percent of all employer firms, generate 60 to 80 percent of all new jobs annually and generate more than 50 percent of non-farm private gross domestic GDP. Newtek is a direct distribution channel into this market.

BMO Capital Markets

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,200 employees operating in 27 locations around the world, including 15 in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$384 billion total assets and 37,000 employees as at April 30, 2010.

Artio Global Investors Inc.

Artio Global Investors Inc.

Artio Global Investors, Inc. was founded in 1962. Artio Global Investors, Inc., an asset management company, provides investment management services to institutional and mutual fund clients. It primarily involves in managing and advising Julius Baer Investment Funds. Artio Global Investors Inc company offers various investment strategies, including International Equity strategies, Global High Grade Fixed Income, Global High Yield, Global Equity, and the U.S. Equity. It delivers investment management services to various vehicles, including registered investment management companies, commingled vehicles, and separate accounts. Artio Global Investors distributes its products and services through intermediaries, including investment consultants, broker dealers, RIAs, mutual fund platforms, and sub-advisory relationships.

Banca Fideuram S.p.A.

Banca Fideuram S.p.A.

Banca Fideuram was formed in 1992 and is based in Rome, Italy. As of January 18, 2007, Banca Fideuram S.p.A. was a subsidiary of Eurizon Financial Group S.p.A. Banca Fideuram S.p.A. now operates as subsidiary of Intesa Sanpaolo SpA. Banca Fideuram S.p.A. operates in the private banking industry in Italy and Europe. The bank and its subsidiaries provide mutual funds, life insurance policies, pension funds, certificates of deposit, and private banking services. It manages financial products that are distributed by its private bankers. The bank also provides banking facilities, including securities and mutual funds trading services, which are available online. As of September 30, 2004, the bank operated 89 branches and served approximately 727,000 customers.

Deutsche Borse AG

Deutsche Borse AG

Deutsche Borse provides securities trading through the Frankfurt Stock Exchange and the electronic Xetra platform, derivatives trading on the Eurex market, market information with the DAX indices, and global clearing services through subsidiary Clearstream. The Frankfurt is Germany's largest stock exchange, and Eurex (which Deutsche Borse jointly operates with the SIX Swiss Exchange) is among the largest futures markets in the world. The company licenses its Xetra platform to other exchanges, including the Vienna Exchange; Xetra boasts more than 10,000 securities from around the world.

Sterling Investment Partners L.P.

Sterling Investment Partners L.P.

Sterling Investment Partners was founded in 1991 and is based in Westport, Connecticut. Sterling Investment Partners is a private equity firm specializing in acquisitions and consolidations of middle market companies. The firm also seeks to invest in international expansions and joint venture investments. It prefers to invest in companies operating in the, outsourcing and business services; niche manufacturing and industrial companies; transportation and logistics; unique distribution; technology-related companies; energy services; and consumer products and services industries. The firm seeks to invest in companies with revenues between $50 million and in excess of $300 million and EBITDA between $10 million and in excess of $40 million.

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