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Granahan Investment Management, Inc.

Granahan Investment Management, Inc.

Founded in 1985, Granahan Investment Management, Inc. is employee-owned. Granahan Investment Management (GIM) provides small capitalization equity investing for large institutional clients through its two funds. Its Small Cap Explorer fund targets companies with a market cap between $500 million and $2.5 billion while its more recent Small Cap Core Growth fund targets companies with a market cap between $100 million and $1 billion. All told the firm has some $3 billion in assets under management. Portfolio companies include business information provider Dun & Bradstreet, automated teller machine operator Euronet, and marketing services provider ValueClick.

Questar Capital Corporation

Questar Capital Corporation

Questar Capital wants to be a shining example of a financial services provider. Questar Capital Corporation offers a full range of investment products -- including stocks, bonds, mutual funds, annuities, and insurance -- via a network of more than 500 representatives throughout the country. Customers of Questar Capital can choose products from about 90 mutual fund companies, some 70 variable life and annuity companies, and 15 fee-based money managers. Insurance provider Allianz Life acquired Questar Capital in 2005, combined it with USAllianz Securities, and gave the combined entity the Questar Capital name.

Fisher Investments

Fisher Investments

Established in 1979, Fisher Investments is a private money management firm serving Fortune 500 companies, foundations, and endowments, as well as wealthy individuals with at least $500,000 to invest. The firm is active in the US and in the UK, where it operates through subsidiary Fisher Wealth Management. In Germany, Fisher does business through its joint-venture affiliate, Greener Fisher Investments. At the helm of Fisher Investments is founder, CEO, and chief investment officer Ken Fisher, who has authored several books on investing and has written the "Portfolio Strategy" column for Forbes magazine for more than 20 years.

Merriman Curhan Ford Group, Inc.

Merriman Curhan Ford Group, Inc.

Merriman Curhan Ford Group, Inc. is a financial services holding company that provides equity research, capital markets services, corporate and venture services, and investment banking through its operating subsidiary, Merriman Curhan Ford & Co. (MCF). MCF is an investment bank and securities broker-dealer focused on fast-growing companies and institutional investors. It provides equity research, brokerage and trading services to institutions, as well as investment banking and advisory services to corporate clients. Its investment bank / broker-dealer segment provides three service offerings: investment banking, brokerage and equity research. During the year ended December 31, 2009, the Company sold the operating assets of Panel Intelligence, LLC, and discontinued operations of MCF Asset Management, its subsidiary which managed investment products. In January 2009, it sold the primary assets related to the ICD operations.

Westar Capital LLC

Westar Capital LLC

Westar Capital LLC is a private investment firm established in 1987 that provides capital to acquire established growth companies in partnership with management. In special situations, Westar also provides equity financing for corporate expansion, restructurings or acquisitions and will purchase significant equity positions from large shareholders seeking liquidity.Westar collaborates with existing management to grow promising middle market companies into industry leaders over a five-to-ten year period. In all cases, we arrange for management to own a significant share of the equity. At Westar we believe superior investment performance is best achieved when a company is jointly owned by its managers and experienced investors who have the financial resources, long-term perspective and expertise to build highly successful businesses.

Arsenal Capital Partners, Inc.

Arsenal Capital Partners, Inc.

Arsenal Capital Partners, Inc. was founded in 2000 and is based in New York, New York with an additional office in Shanghai, China. Arsenal Capital Partners, Inc. is a private equity firm specializing in buyout, recapitalization, and growth equity investments in the middle market companies. The firm typically invests in information technology, healthcare, specialty industrial and financial services companies. Within healthcare, it focuses on manufacturing and service companies within pharmaceutical, medical devices, and healthcare services markets such as contract research, manufacturing, and testing services, medical and diagnostic devices and supplies, specialty distribution and logistics, alternative site care providers, healthcare information technology, and outsourced services to payors and providers. Within specialty industrial, the firm focuses on providers of specialty products and services across a range of sectors such as specialty chemicals and materials, aerospace and defense, transportation and logistics, outsourced industrial services, specialty packaging, and environmental products and services.

Munder Capital Management

Munder Capital Management

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.

BFC Financial Corporation

BFC Financial Corporation

BFC Financial Corporation (BFC) is a diversified holding company. Its business activities consist of Real Estate and Other Activities and Financial Services Activities. BFC’s real estate and other business activities include four business segments: BFC Activities, Real Estate Operations, and Bluegreen’s two business segments; Bluegreen Resorts and Bluegreen Communities. The BFC Activities segment consists of BFC operations, its investment in Benihana, and the other operations. On November 16, 2009, the Company holds 52% interest in Bluegreen Corporation (Bluegreen).

Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc.

Oppenheimer Holdings specializes in wealth management, asset management, trust, and investment banking services for institutional and wealthy individual clients. (Private-client services -- about $62 billion in assets under management -- make up the bulk of sales.) Offerings include brokerage, annuities, and estate planning. Oppenheimer Holdings Inc. asset management group -- about $17 billion in assets under management -- covers the bases from research to alternative investments. Oppenheimer Holdings Inc. capital markets unit provides equities and debt market products and services. The formerly Toronto-based Canadian company rechartered as a US company in 2009, moving its headquarters to New York.

Vista Equity Partners, LLC

Vista Equity Partners, LLC

Vista Equity Partners was founded in 2000. Vista Equity Partners is a private equity and venture capital firm specializing in investments in management and leveraged buyouts, growth and acquisition financings, recapitalizations, restructurings, spinouts, divestitures, special situations, and going private transactions. The firm seeks to invest in software, Software-as-a-Service (SaaS), technology enabled business services, and technology enabled information services. It also seeks to invest in technology-enabled companies which have a proven and defensible technology that can be leveraged to build new products, solutions, and services; mature companies in which opportunities exist to create value through embracing and leveraging technology; and new or existing companies which have developed proprietary technologies that address specific niche markets. The firm seeks to acquire a majority stake in the portfolio companies.

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