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Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc. was founded in 1985 and is based in San Diego, California. Dunham & Associates Investment Counsel, Inc. is an employee owned investment manager. The firm also provides advisory and brokerage services. It provides its services to individuals including high net worth individuals, investment companies, pension and profit sharing plans, and other pooled investment vehicles. The firm manages separate client focuses portfolios. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and real estate markets across the globe. It conducts in-house research to make investments.

Berkery, Noyes & Co., LLC

Berkery, Noyes & Co., LLC

Berkery Noyes & Company was founded in 1980 and is based in New York City. The firm has offices in Newton, San Francisco, and Wiesbaden, Germany. Berkery, Noyes & Co., LLC is a boutique investment-banking firm. The firm focuses on providing merger and acquisition, corporate finance, mergers and acquisitions, restructuring, recapitalizing, financing, and valuation advice to companies in information, publishing, and communications industries.

AAC Capital Partners Holding BV.

AAC Capital Partners Holding BV.

AAC Capital Partners was founded in 1982 and is based in Amsterdam, the Netherlands with additional offices in London, United Kingdom and Stockholm, Sweden. AAC Capital Partners is a private equity and venture capital firm specializing specializes in investments in buyouts and management buyouts of middle market companies. It does not invest in property development, financial services, and defense. The firm seeks to invest in the consumer, industrial and services sectors with a focus on healthcare, retail, food and consumer products, printed media and leisure, transport and logistics, industrial engineering, support services, information technology, media and telecom, and life sciences. It prefers to invest in companies based in the Netherlands, Nordic region, and the United Kingdom. The firm typically invests in companies with an enterprise value ranging between €50 million ($66.70 million) and €500 million ($667.01 million). It seeks majority stakes and prefers to take a board seat in its portfolio companies.

Research Corporation Technologies, Inc.

Research Corporation Technologies, Inc.

Research Corporation Technologies in Tucson, Ariz., is a technology investment and management company that provides early-stage funding and development for promising biomedical companies and technologies. RCT focuses on technology investments with origins from universities and research institutions worldwide. Founded in 1987, the company carries on a vision chartered in 1912 by Frederick Gardner Cottrell, a university professor and inventor who championed the transfer of academic innovation to commercial use. RCT has assets of more than $200 million to advance technology development through venture investment, partnerships and special licensing programs.To support these programs, RCT has staff in its corporate office in Tucson, Ariz., and on the Atlantic and Pacific Coasts. RCT also has an affiliate company in the United Kingdom, Cambridge Research Biolventures (CRB), and an alliance with Start-Up Australia in Sydney.RCT employs investment professionals with expertise in the life sciences, development of medical devices and therapeutics, and financial management. RCT professionals support all technology development activities, including managing and coordinating new company formation, filing patent applications and infringement protection, negotiating licenses and other agreements, patents and literature searches and marketing support.RCT's unparalleled experience and expertise, as well as its financial resources and partnerships, make a powerful combination that gives important new companies and technologies their best chance for commercial success.

RBS Card Services

RBS Card Services

RBS Card Services (formerly RBS National Bank) is the credit card unit of Citizens Financial Group, the US banking arm of UK-based financial services giant Royal Bank of Scotland Group. RBS Card Services offers MasterCard Platinum credit card products to consumers and businesses through Citizens Bank and Charter One Bank branches, as well as via direct marketing and the Internet. The cards offer supplemental benefits such as auto rental insurance, emergency roadside assistance, and other related purchase protection products. RBS Card Services also sells payment insurance.

Updata Partners

Updata Partners

Updata Partners was founded in 1998. Updata Partners is an investment arm of Updata Capital, Inc. specializing in growth capital, expansion capital, acquisition financing, buyouts, recapitalizations, and corporate spin-offs investments. The firm also provides finance for founder and investor liquidity. It typically invests in information technology sector with a focus on software and information services businesses. Within the information technology sector, the firm seeks to invest in application software and software-as-a-service, internet, digital media and e-commerce, infrastructure software, and business and information services. The firm invests between $5 million and $20 million in companies with revenue between $5 million and $50 million. The firm prefers to be a lead or co-lead investor. It seeks to co-invest in its portfolio companies.

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.

Leonard Green & Partners, L.P.

Leonard Green & Partners, L.P.

Leonard Green & Partners, L.P. was founded in 1989 and is based in Los Angeles, California. Leonard Green & Partners, L.P. is a private equity firm specializing in investments in restructurings, public to private transactions, recapitalizations of privately held companies, growth capital, acquisitions, turnarounds, and acquisitions of divisions and assets from large corporations. The firm seeks to invest in established companies. It invests in a range of industries including retail, consumer products, distribution, media, business services, and healthcare. The firm focuses its investments in North America. It prefers to invest between $500 million and $2 billion per transaction, in enterprise value, but can complete transactions in excess of $5 billion in enterprise value, as well. It seeks to invest in companies which have an ability to grow by at least 50 percent over a five year period.

OppenheimerFunds, Inc.

OppenheimerFunds, Inc.

OppenheimerFunds Inc. was founded in 1960 and is based in New York, New York with additional offices in Rochester, New York and Centennial, Colorado. OppenheimerFunds, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals, corporations and institutions. It also provides sub-advisory investment-management services. The firm manages separate client focused equity, fixed income, and balanced mutual funds for its clients. The firm also manages mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm operates as a subsidiary of Oppenheimer Acquisition Corp.

Quest For Growth N.V.

Quest For Growth N.V.

Quest for Growth NV is a Belgium-based closed-end investment company that focuses on European technology-based growth companies engaged in various sectors, such as pharmaceuticals and biotechnologies, healthcare equipment and services, information technology, software, semiconductors, energy and materials, among others. Quest Company invests in growth companies with the objective of converting capital gains into tax-free income through the Privak structure, an investment vehicle specially tailored to provide a framework for investments in private equity and in growth companies. The largest part of the Company's portfolio is invested in companies listed on European stock exchanges and other regulated markets.

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