The Bessemer Group manages more than $55 billion in assets for wealthy individuals and families with more than $10 million to invest. Main subsidiary Bessemer Trust administers portfolios with holdings in domestic and international equities and bonds, as well as such alternative assets as hedge funds, real estate, and private equity funds of funds. The group also provides trust, custody, tax and estate planning, strategic philanthropy, and financial advisory services. The group has some 15 US offices in addition to locations in London and the Cayman Islands.

White River Capital is a holding company that specializes in auto finance. Subsidiary Coast Credit offers subprime auto financing in more than 20 states. Visa International Service Association acquires the subprime receivables from franchise and independent auto dealers. Another unit, Union Acceptance, oversees a portfolio of non-prime automobile receivables. In 2005 UAC was bankrupt and stockholders were looking for a way to squeak out value in their investment. The shareholders agreed to exchange UAC for shares of White River. After the swap White River bought the similar, yet more successful, Coast Credit. The holding-company-hat-trick allowed UAC to carry its business forward even after it declared bankruptcy in 2002.

Leerink Swann LLC was founded in 1995 and is based in Boston, Massachusetts. Leerink Swann LLC is a boutique investment banking firm that offers financial advisory services to the healthcare industry. The firm offers private placements, initial public offerings, PIPEs, valuation and fairness opinions, due diligence, and mergers and acquisitions advisory services. Additionally, it provides institutional sales and trading management, cash management, company transformation, turnaround management, and marketing strategy development services.

Triton Pacific Capital Partners, LLC was founded in 1996. Triton Pacific Capital Partners, LLC is a private equity firm specializing in mezzanine investments, recapitalization, management buyout, growth equity, corporate divestiture, mature stages, strategic acquisition, and shareholder liquidity investments in middle market. The firm prefers to invest in healthcare services, software and information technology, business services, consumer products, light manufacturing, logistics, and value-added distribution sectors. Within the healthcare sector, it invests in home health, home infusion, hospice, specialty pharmacy, contract and outpatient rehabilitation, nurse and allied staffing, surgery centers and specialty hospitals, mobile diagnostics, imaging center services, information technology, and specialty physician services sectors. The firm seeks to invest in small to mid-sized private companies based in the United States.

Founded in 1987, Canaan closed its eighth fund in 2008. Notable past investments include Acme Packet, Amicus Therapeutics, DoubleClick, and Match.com. Canaan Management (alslo known as Canaan Partners) is a venture capital firm that invests primarily in early-stage technology and health care companies, with a focus on digital media, mobile communications, enterprise software, clean technology, biopharmaceuticals, medical devices, and diagnostics. Canaan company typically invests $1 million to $20 million per transaction and has approximately $3 billion in capital under management.

New Horizons Venture Capital, one of the Mid-Atlantic region’s premier venture capital firms, invests in early stage firms with unique models that deliver high value-added, differentiated services while generating longer-term, sustainable earnings. New Horizons aims to serve as a long-term, value-added partner to its portfolio companies. This long-term relationship is reinforced by extensive on-going strategic, financial, and operational support. New Horizons, with its sister leveraged buy-out firm Capitol Partners, manages $200 million in assets.

Banc of America Securities makes its marc as the investment banking arm of Bank of America. Operating as Bank of America Merrill Lynch, the firm offers trading and brokerage services; securities underwriting; debt and equity research; and advice on public offerings, leveraged buyouts, and M&A deals. It has several offices in Australasia, Europe, and North America. The firm's client list includes corporations (including many Fortune 500 firms), institutional investors, and government entities. In a notorious deal that caused widespread ripple effects, Bank of America acquired troubled investment bank Merrill Lynch for some $50 billion in early 2009.

Hanseatic Group's success may give the company a swelled hedge. The company's hedge fund management affiliate Hanseatic Management Services employs quantitative methods implemented in 1994 to indentify long-term investment opportunities in the stock market. Serving institutional investors, the company has large-cap, small-cap, and multicap strategies. The average client has more than $15 million invested with Hanseatic, which has a total of approximately $230 million of assets under management. The employee-owned firm hopes to grow the latter figure to $1 billion and beyond.

Finance Wales plc was formed in 2001 and is based in Cardiff, United Kingdom with additional offices in Swansea, United Kingdom; St Asaph, United Kingdom; and Newtown, United Kingdom. Finance Wales plc is a private equity and venture capital firm specializing in start up, seed, spin-out, development capital, early venture, expansion capital, buy out, management succession, and mezzanine investments in small and medium sized enterprises. It seeks to invest in middle market companies. The firm prefers to invest in new technology and innovative companies. It primarily invests in companies based in Wales. The firm invests between £5,000 ($7.253) and £1 million ($1.45 million) in its portfolio companies and makes commercial investments from £5,000 ($7.253) to £2 million ($2.9 million). It prefers to invest in companies with turnover not greater than €50 million ($61.50 million), balance sheet total not greater than €43 million ($52.89 million), and with employees not greater than 250. In equity investments, the firm invests between £10,000 ($14,506) and £0.75 million ($1.08 million) in its portfolio companies as equity investments. In mezzanine investments, it invests in development technology and business succession investments.

FX Solutions, LLC was founded in 2001 and is headquartered in Saddle River, New Jersey. As of February 5, 2008, FX Solutions, LLC operates as a subsidiary of City Index Holdings, Ltd. FX Solutions, LLC operates as an online foreign exchange brokerage company. It offers Global Trading System (GTS), a mobile Forex trading platform that provides trading and risk management services. FX Solutions company offers institutional services, including white label, introducing broker, institutional trading, and API solutions. It serves retail clients, white label partners, and institutional trading partners.

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