International Assets Holding Corporation and subsidiaries operates (INTL) as a financial services group focusing on select international markets, committing its capital and expertise to market-making and trading of financial instruments, currencies and commodities and to asset management. The Company’s activities are divided into five functional areas: international equities market-making, foreign exchange trading, commodities trading, international debt capital markets and asset management. The Company provides these services to a group of wholesale customers, including major investment banks, commercial banks, brokers, institutional investors, corporations, charities, governmental organizations and non-governmental organizations located worldwide. On September 30, 2009, the Company completed the acquisition of FCStone Group, Inc. (FCStone).

Canaccord Genuity (formerly Canaccord Adams) provides equities research, sales, and trading services, and investment banking services such as securities underwriting, sales, trading, M&A advice, and industry research. Formed in 1969 through the merger of Weston W. Adams & Company and Harkness & Hill, the company specializes in the technology, metals, mining, life sciences, real estate, and financial services sectors. Canaccord Genuity also acts as a market maker for small- and mid-cap stocks in the US. Canaccord Capital (now Canaccord Financial) acquired Canaccord Adams in 2006. Four years later, it acquired M&A advisory firm Genuity Capital Markets and rebranded all of its capital markets businesses.

Summit Partners' dough rises a little later rather than earlier. Summit Partners funds later-stage companies, preferring those that are profitable and growing. It invests in a range of industries, including business and financial services, energy, health care, communications, media, industrial and consumer products, software, and semiconductors. Summit Partners' private equity investments range from $30 million to more than $500 million; venture capital investments range between $5 million to $30 million. Summit Partners also provides mezzanine debt financing. Its current portfolio includes stakes in more than 50 firms in North America, Europe, and Asia.

Wall Street Associates was formed in 1987 from the spinoff of California First Bank's investment advisor subsidiary and is now owned by its employees. Wall Street Associates was formed in 1987 from the spinoff of California First Bank's investment advisor subsidiary and is now owned by its employees.

Centre Partners Management LLC was founded in 1986 and is based in New York, New York with additional offices in Los Angeles, California and Dallas, Texas. Centre Partners Management LLC is a private equity firm specializing in investments in middle market companies, private family owned companies, management buyouts, acquisitions, growth capital, management investment partnerships, and going private transactions. Within management investment partnerships, the firm prefers to invest in renal disease, fixed base operations for general aviation, liquid waste collection and treatment, and midstream segment of the energy industry. It focuses on companies engaged in the consumer; business services; energy; industrial products and services; financial services; healthcare; cable and media; and multi-unit sectors including retail, restaurant, and drugstore. The firm primarily invests in companies based in North America. It typically invests between $15 million and $85 million in the portfolio companies and for management investment partnerships, the firm generally invests a smaller amount, with a final investment amount of over $50 million.

Nikko Cordial Securities trades in equities, fixed-income products, and investment trusts for retail and institutional investors. Nikko Cordial Securities Inc. has about $300 billion of assets under management in some 2,500 client accounts. Formerly part of Citigroup, which acquired the company in 2008, Nikko Cordial was sold to Sumitomo Mitsui Financial Group the following year for some $8.7 billion, including cash and debt considerations. Nikko Cordial Securities Inc. sold most of its stake in private equity investment subsidiary Nikko Antfactory for $140 million in 2008. The relatively small divestiture portended Citigroup's sale of non-core operations in Japan, including Nikko Cordial.

Harry Clark founded Willdan Financial Services in 1988. Willdan Financial Services offers financial and business consulting services to more than 600 cities, counties, housing and state agencies, port authorities, and school districts in nearly 40 states. Willdan Financial specializes in the planning and implementation of taxes and compliance services for municipal bonds. Willdan Financial also offers utility rate analysis, user fee studies, and annexation studies. It operates offices in California, Arizona, Florida, Maryland, New York, and Texas.

Calvert Group, Ltd. was established in 1976 and is based in Bethesda, Maryland. Calvert Group, Ltd. is a Maryland-based investment advisor with over $7.5 billion assets under management. Its equity investment strategies include aggressive growth, growth, growth and value, indexing, value, small-cap, mid-cap, large-cap, quantitative, and social screening. The firm invests globally, but specifically, in the United States, Europe, and emerging markets.

Ecofin is an investment management firm which specialises in the global utility, infrastructure, alternative energy and environmental sectors. The firm, which was founded in 1992, is based in London and has offices in New York, Hong Kong and Geneva. Ecofin is owned by its principals and professional staff. Its principal operating company, Ecofin Limited, is an English company which is authorised and regulated by the UK Financial Services Authority (FSA). Ecofin Limited is also registered with the US Securities and Exchange Commission (SEC) as an investment adviser.

RJO is the largest independent futures brokerage in the United States. A privately owned futures commission merchant, RJO is also one of the oldest futures brokerage firms, dating back to 1914. RJO is a full clearing member of: the Chicago Mercantile Exchange Group (founding member of CME); Intercontinental Exchange (ICE); NYSE Liffe; and the Chicago Climate Exchange. RJO services a global network of more than 297 introducing brokers and some of the world's largest financial, industrial and agricultural institutions.RJO offers the latest in order entry technology coupled with 24-hour execution and clearing on every futures exchange worldwide. RJO services a nationwide network of Introducing Broker (IB) offices, as well as some of the world's largest financial, industrial and agricultural institutions.

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