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ALPS Holdings, Inc.

ALPS Holdings, Inc.

Founded in 1985, ALPS has some $240 billion of assets under administration. ALPS Holdings wants to make sure fund managers can attain peak performance by keeping their focus on their investments and letting ALPS handle the rest. Through various subsidiaries, the company performs a range of back-office functions for mutual funds, closed-end funds, hedge funds, and exchange-traded funds (ETFs). Its offerings encompass fund administration and accounting, shareholder servicing, and legal, marketing, tax, distribution, and transfer agency services. Clients include Cohen & Steers, Macquarie Group, and exchange-traded Standard & Poor's Depositary Receipts (SPDR) sector funds.

MSouth Equity Partners, LLC

MSouth Equity Partners, LLC

MSouth Equity Partners was founded in 2007 and is based in Atlanta, Georgia. MSouth Equity Partners is a private equity firm specializing in acquisitions, management buyouts, and recapitalization of lower middle-market companies. The firm invests in distribution, niche manufacturing, and business services companies. It seeks to invest in companies based in the southern United States. The firm typically invests in companies with revenues between $25 million and $150 million and transactions valued between $25 million and $125 million.

Hargreaves Lansdown plc

Hargreaves Lansdown plc

Hargreaves Lansdown was founded in 1981 and is based in Bristol, the United Kingdom. Hargreaves Lansdown Plc, through its subsidiaries, provides a range of investment products, investment services, and financial planning and advice to private investors in the United Kingdom. Its flagship service, Vantage, is a direct-to-private investor fund supermarket and wrap platform. Vantage offers clients the administrative convenience of being able to hold and manage their investments, including unit trusts, OEICs, equities, bonds, investment trusts, and cash. The company also provides investment management, independent financial advisory, and stock broking services to private investors, and advisory services to companies in respect of group pension schemes.

ICAP plc

ICAP plc

ICAP plc, the world's largest interdealer brokerage with more than $2 trillion in average daily volume, is a wholesale broker of OTC derivatives, money markets, and securities, focusing on foreign exchange, energy, credit, and equities markets. With operations in more than 30 countries, the firm is a major interdealer broker in US Treasury notes. Direct trade execution and processing are available to investment houses and major banks through the company's electronic trading services. Institutional clients include international, investment, and commercial banks. ICAP also has a joint venture with insurance broker Jardine Lloyd Thompson Group.

Panmure Gordon & Co. plc

Panmure Gordon & Co. plc

Panmure Gordon & Co. plc offers investment bank and institutional stockbroking services. It provides advice to companies on their financing requirements through equity capital markets, including flotations, private placements, secondary issues, and follow-on services and corporate finance advisory. The company acts as corporate broker or adviser to approximately 100 companies and investment trusts. It provides sales and trading to institutional investors, producing research on approximately 250 companies and 300 investment trusts. Panmure Gordon makes markets in approximately 750 stocks and investment trusts.

IDB Holding Corporation Ltd.

IDB Holding Corporation Ltd.

IDB Holdings Corporation Ltd. (IDB Holding) part of the IDB Group is an Israel-based company engaged in diversified investment, financial and other related operations. IDB Holding Corporation owns a 100% interest in IDB Development Corporation Ltd., which holds and centralizes the Group’s investment activities. Through its interest in IDB Development, IDB Holding’s business interests include insurance through Clal Insurance, financial activities through Credit Suisse and Clal Finance, communications through 013 NetVision and Cellcom Communications, technology through several of its subsidiaries, industry through Makhteshim Agan Industries, Nesher, Taavura and several other companies, real estate development through Property & Building Corp. and Gav-Yam, and retail trade and tourism through Shufersal, Golf & Co. and Clal Tourism.

Power Corporation of Canada

Power Corporation of Canada

Founded in the 1920s to develop hydroelectric power, Power Corporation of Canada now generates cash, not electricity. Power Corporation of Canada is an investment holding company. As of December 31, 2009, the Company held 66.3% interest in Power Financial Corporation (Power Financial). Power Financial holds interests in the financial services industry, through its controlling interests in Great-West Lifeco Inc. (Lifeco) and IGM Financial Inc. (IGM). Power Financial also holds, together with the Frere group of Belgium, an interest in Pargesa Holding SA (Pargesa). As of December 31, 2009, Pargesa’s portfolio was composed of interests in various sectors, including primarily oil, gas and chemicals through Total S.A. (Total); energy and energy services through GDF Suez; water and waste services through Suez Environnement Company (Suez Environnement); industrial minerals through Imerys S.A. (Imerys); cement and building materials through Lafarge S.A. (Lafarge), and wines and spirits through Pernod Ricard S.A. (Pernod Ricard).

Candover Investments plc

Candover Investments plc

Candover Investments plc is a United Kingdom-based investment company. The principal activity of the Company is to invest in private equity transactions. It invests in buyouts across Europe via funds managed by its wholly owned subsidiary, Candover Partners Limited. The activities of its principal subsidiary, Candover Partners Limited, are to raise, invest and manage, on behalf of third parties, private equity funds (the Candover Funds), alongside which the Company makes co-investments. As of December 31, 2009, the Company’s 10 largest investments included Expro International, Stork, Parques Reunidos, Alma Consulting Group, Ontex, Qioptiq, Equity Trust, Eurotax Glass’s, Capital Safety Group and Innovia Films. During the year ended December 31, 2009, Candover Partners Limited purchased Bearstead Holding Sarl, which owns a 100% interest in Bosting Holding Sarl.

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management provides investment management, planned giving, and fiduciary services to a range of institutional clients, including not-for-profit organizations, corporations, public funds, insurance companies, and unions. The company provides wealth management services that include investment, financial, tax, and estate planning; and private banking services. Its planned giving services include administration, tax preparation, and record-keeping. It also offers investment consulting, tax-intelligent investment management, custody and private-label statement, and check distribution services. U.S. Trust also provides investment management, trustee, and fiduciary consulting services to employee benefit plans of all sizes.

IFG Group plc

IFG Group plc

IFG Group plc, together with its subsidiaries, is engaged in the provision of financial services, and corporate and trustee services. The Company operates in three segments: International, the United Kingdom and Ireland. Its subsidiaries include IFG Holdings Limited, IFG Securities Limited, IFG Investment and Mortgage Services Limited, IFG Quigley Limited, IFG Mortgage and Assurance Services Limited and IFG Pensco Limited. On March 10, 2010, the Company acquired James Hay Holdings Limited, a provider of self invested personal pensions (SIPPs) in the United Kingdom. On February 17, 2009, the Company acquired 26% interest in Simply Mortgages Holdings Limited.

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