Terry McDaniel & Company provides tailored investment counseling and portfolio management services for individuals, charitable foundations, and employee benefit plans. The investment advisory firm, which was founded in 1985, has more than $400 million in assets under management. Terry McDaniel & Company focuses on equity investing, but also invests in some fixed-income securities. It concentrates on companies that offer essential products and services, and it invests in them long term.

Delta Capital was founded by Don Mundie in 1992. Delta Capital makes venture capital investments in Alabama, Arkansas, Mississippi, Louisiana, and Tennessee. Delta Capital company invests in mostly early and expansion-stage companies in industries including health care, information and industrial technology, supply chain logistics, business services, and energy technology. It manages some $90 million in assets on behalf of institutional and high net worth individuals. Some of its investments include enterprise software provider Metatomix, and medical diagnostics company Atherotech.

YFM Group was founded in 1982. YFM Group Limited provides equity and loan finance, and business consultancy support for businesses. The company funds expansion capital for high growth businesses, buyouts and buyins, pre-IPO funding, and partial sales. It also operates Business Gurus, a directorship and interim management database, which is used by its investment managers to source and place non-executive directors. The company serves various small and medium sized enterprises, including manufacturing companies in the United Kingdom.

CITIC Securities International (CSI) finds its security in Chinese securities. CITIC Securities International primarily provides securities brokerage services, including the trading of equities, funds, treasury bills, and corporate bonds. CSI also underwrites securities and distributes equities, convertible bonds, and funds as well as sponsors the listing of various financial products. CITIC Securities International proprietary trading segment offers the trading of equities and funding of treasury bills and corporate bonds. In 2008 CSI became wholly owned by CITIC Securities, a top investment bank in mainland China that is focused on increasing its international capabilities. CITIC Securities' largest shareholder is the state-owned CITIC Group.

Financial Engines, Inc. was founded in 1996 and is headquartered in Palo Alto, California. Financial Engines, Inc. and its subsidiaries provide independent, technology-enabled portfolio management services, investment advice, and retirement help to participants in employer-sponsored defined contribution plans, such as 401(k) plans. The company helps investors plan for retirement by offering personalized plans for saving and investing, as well as by providing assessments of retirement income needs and readiness. Its services include Professional Management, a discretionary managed account service designed for plan participants who want personalized and professional portfolio management services, investment advice, and retirement help from an independent investment advisor; Online Advice, a nondiscretionary Internet-based service that offers personalized advice to plan participants who wish to take an active role in personally managing their retirement portfolios; and Retirement Evaluation, a retirement readiness assessment provided to plan participants upon plan rollout.

Scailex Corporation Ltd. was founded in 1968. The company was formerly known as Scitex Corporation Ltd. and changed its name to Scailex Corporation Ltd. in 2005. Scailex Corporation Ltd. engages in the import, marketing, and provision of maintenance services for cell phones from Samsung Corporation. Segments Cellular operator segment The company is engaged in import, marketing and provision of maintenance services for cell phones from Samsung Corporation. In addition, the company sells spare parts and accessories for cell phones made by Samsung. The cell phones sold by the company are based on GSM technology, used in cellular networks of Pelephone, Cellcom and Partner, as well as on CDMA technology, used in the Pelephone network. The company also sells spare parts and accessories (batteries, and handsfree kits) for the cell phones sold by the company. End-customer segment The company, in this segment, engages in marketing (by way of sale and upgrade) cell phones and associated accessories and also provides maintenance services for cell phones to end customers in the Cellcom network. Operations in this segment are carried out via a chain of stores and points of sale throughout Israel, which the company operates under the name Dynamica Cellular (Dynamica Cellular).

Since 1976, Harbour Group has acquired more than 160 companies mainly in the consumer and industrial product manufacturing and distribution industries. Its portfolio includes both new and mature businesses that make everything from plastic processing equipment (Plastic Automation Exchange) and LED lighting (Watchfire) to music and entertainment systems (Merit Industries) and kitchen and bath hardware (Top Knobs USA). Harbour Group generally looks to invest in and build market-leading companies valued anywhere from $30 million to $500 million. The Fox family controls Harbour Group.

National Holdings provides securities brokerage services to high-net-worth individuals and institutional investors through subsidiaries National Securities Corporation, vFinance, and EquityStation. National Holdings Corporation also provides investment banking services to micro-, small-, and midcap companies and trades securities. Another subsidiary, National Asset Management, offers investors access to mutual funds, money manager accounts, hedge funds, private equity and venture capital funds, and real estate limited partnerships. With headquarters offices in New York, Seattle, and Boca Raton, Florida, National Holdings has more than 120 retail brokerage locations in the US, Europe, and Latin America.

Quilvest SA was founded in 1915 and is based in Luxembourg, Luxembourg with additional offices in Paris, France; New York, New York; and London, United Kingdom. Quilvest SA is a public investment firm specializing in private equity investments and wealth management. It makes private equity investments through its subsidiary Quilvest Private Equity. The firm offers wealth management services through its subsidiaries Banque Privee Quilvest, Quilvest Switzerland and Quilvest Dubai Ltd.

Pacific Venture Group was founded in 1995. Pacific Venture Group is a private equity and venture capital firm specializing in early and expansion-stage investments. The firm seeks to invest in companies at all stages of financing from start-up to leveraged buyout, recapitalizations, and consolidations. It typically invests across all segments of healthcare and information systems including healthcare information technology, medical devices, biopharmaceuticals, and healthcare services. Within healthcare information technology, the firm focuses on infrastructure solutions, leverage professional staffing, technology based outsource solutions, and clinical quality improvement. Within medical devices, it focuses on unmet therapeutic needs and disposables, cost effective medical devices, small equipments, and medical devices that enhance quality of life. Within biopharmaceuticals, the firm invests in drug delivery, drug discovery, specialty pharmaceuticals, and in licensing. Within healthcare services, it focuses on new care delivery models, outsourcing, healthcare staffing solutions, and recapitalizations and spinouts from larger companies.

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