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Medallion Financial Corp.

Medallion Financial Corp.

Medallion Financial Corp., through its subsidiaries, operates as a specialty finance company in the United States. Medallion Financial Corp. engages in originating, acquiring, and servicing loans that finance taxicab medallions and various commercial businesses. Medallion Financial Corp. also originates consumer loans for the purchase of recreational vehicles, boats, motorcycles, and trailers, as well as provides other debt, mezzanine, and equity investment capital to companies in various industries. In addition, Medallion Financial Corp. originates commercial loans that finance the purchase of the equipment and related assets necessary to open a new business or the purchase or improvement of an existing business; and loans to small businesses for the purpose of financing inventory and receivables. Further, it raises deposits and conducts other banking activities. Medallion Financial Corp. was founded in 1995 and is headquartered in New York, New York.

Infinity Capital Group, Inc.

Infinity Capital Group, Inc.

Infinity Capital Group, Inc. is a business development company specializing in venture capital and mezzanine investments. The firm prefers to make growth capital, late venture, emerging growth, mezzanine capital, and expansion financing investments in special situations. It seeks to invest in three distinct groups of emerging growth companies: publicly traded companies whose market for securities are thinly traded; publicly traded companies that have non-marginable securities and seek expansion or mezzanine capital to implement growth strategies executable within 12 to 24 months; and private companies seeking expansion or mezzanine financing and wishing to access the equity capital markets within the next 12 months. It prefers to invest in companies that are seeking to trade publicly through a reverse merger with an existing publicly traded company as well as small public traded companies seeking private investment (PIPE) financing. The firm does not restrict its investment to any single industry or sector. It typically invests in companies with minimum operating history of two years and annual revenues in excess of $1 million.

Hong Leong Group Malaysia

Hong Leong Group Malaysia

Hong Leong Group Malaysia was founded in 1963 and is based in Kuala Lumpur, Malaysia. Hong Leong Group Malaysia, a conglomerate, operates in manufacturing, trading and distribution, semiconductor assembly, banking and financial services, insurance, stock broking and investment banking, property development, and hotel and resort sectors. The company, through its subsidiaries, provides banking, investment management, stock and share broking, corporate advisory, fund management, unit trust, share financing, and futures and options broking services, as well as offers life and general insurance products; manufactures and sells ceramic, wall, and flooring tiles; designs, manufactures, assembles, tests, and sells integrated circuits, semiconductor devices, electronic components, and lead frames; and manufactures and assembles motorcycles, scooters, motorcycle engines, and spare parts, as well as distributes motorcycles and motorcycle components. It also manufactures newsprint for newspaper publishers; distributes building material products; develops leasehold condominiums, residential developments, and homes, as well as engages in property investment and development; produces edible oils and fats, and operates flour mills; manufactures asbestos cement sheets and pipe products; manufactures furniture; and operates hotels and resorts.

Golden Gate Capital LP

Golden Gate Capital LP

Golden Gate Capital was founded in 2000 and is headquartered in San Francisco, California. Golden Gate Capital is a private equity firm specializing in leveraged buyouts, recapitalizations, corporate extractions, distressed, bankruptcy acquisitions, public-to-private transactions, consolidations, build-ups, and growth equity investments. The firm seeks to invest in technology sectors with a focus on semiconductors, electronics, software, information technology services, financial services, security, media, consumer products, and retail. Within semiconductors, it focuses on specialty device and semiconductor equipment businesses. In electronics, the firm invests in hardware and electronics manufacturing and related services. Within financial services, it focuses on specialty finance, insurance, and outsourcing businesses. In consumer and retail, the firm prefers to invest in consumer products, specialty retail, direct marketing, and restaurants.

Cabot Square Capital

Cabot Square Capital

Cabot Square Capital was founded in 1996. Cabot Square Capital invests capital in small and mid-sized companies in growing markets in the UK and Western Europe. It also specializes in startup business and companies in a state of expansion or turnaround. The firm currently offers customers its Cabot Square Capital Partners II, with some $200 million ($320 million) of committed capital, and its third fund, CS Capital Partners III, with approximately $300 million ($480 million) of committed capital. The firm typically takes majority control positions in its acquisitions and sees its role as a value-added partner.

Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. (Virtus) is a provider of investment management products and services to individuals and institutions. It operates a multi-manager investment management business, comprised of affiliated managers, each having its own distinct investment style, autonomous investment process and brand. Virtus provide the products in a number of forms and through multiple distribution channels. The retail products include open-end mutual funds, closed-end funds and separately managed accounts. The fund family of open-end funds is distributed primarily through intermediaries. Retail separately managed accounts are comprised of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offerings to the high net-worth clients of the affiliated managers. The Company also manages institutional accounts for corporations, multi-employer retirement funds and foundations, endowments and special purpose funds.

Boston Financial Data Services, Inc.

Boston Financial Data Services, Inc.

Boston Financial Data Services, Inc. was founded in 1973 and is headquartered in Quincy, Massachusetts. Boston Financial Data Services, Inc., an investor services outsourcing company, provides back-office and transfer agency services for mutual funds, 529 plans, retirement plans, settlement administration, business continuity, real estate investment trusts, and contractual plans. Its services include mail processing, image/cash processing, distribution and dealer, transaction processing, correspondence, investor, financial reconciliation and control, corporate actions, compliance, systems reporting and statements, NSCC processing support, disaster recovery, settlement, and consulting, as well as tax withholding, submission, and reporting. Boston Financial Data Services, Inc. serves institutional and retail-based customers representing the mutual fund, insurance, retirement provider, and banking industries.

First Manhattan Co.

First Manhattan Co.

First Manhattan Co. was founded in 1964 and is based in New York, New York with an additional office in Palm Beach Gardens, Florida. First Manhattan Co. is a privately owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, investment companies, pension and profit sharing plans, other pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused portfolios. It also manages mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It typically makes its equity investments in value stocks of companies. The firm employs a fundamental analysis with a bottom-up stock picking approach to create its portfolio. It uses in-house research to make its investments.

Cardinal Capital Management, Inc.

Cardinal Capital Management, Inc.

President, CEO, and chief investment officer Timothy Burt founded Cardinal Capital Management in 1992. Cardinal Capital Management, Inc firm offers wealthy individuals and institutional investors fee-based investment counseling and management services, specializing in separate accounts. The firm invests in Canadian, US, and international stocks and bonds and has more than $1 billion in assets under management.

Cohen & Steers, Inc.

Cohen & Steers, Inc.

Cohen & Steers, Inc. (CNS), together with its wholly owned subsidiaries, manages income-oriented equity portfolios specializing in United States and international real estate securities, large cap value stocks, listed infrastructure and utilities, and preferred securities. CNS also manages alternative investment strategies, such as hedged real estate securities portfolios and private real estate multimanager strategies for qualified investors. It serves individual and institutional investors through a range of investment vehicles. The Company manages three types of accounts: open-end mutual funds, closed-end mutual funds and institutional separate accounts. The 14 open-end mutual funds, for which it is the investment advisor offer and issue shares continuously as funds are invested and redeem shares when funds are withdrawn.

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