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Odyssey Investment Partners, LLC

Odyssey Investment Partners, LLC

Odyssey Investment Partners, LLC was founded in 1997 and is based in New York, New York. Odyssey Investment Partners, LLC is private equity firm specializing in leveraged acquisitions, growth financings, and recapitalizations in middle-market companies. It invests in industrial manufacturing, distribution, insurance services, healthcare services, industrial, energy, packaging, safety products, supply chain management, business and financial services, aerospace and defense products and services, rental businesses, and route-based services sectors. The firm seeks majority or control investment in its portfolio companies. It prefers to invest in industries or markets poised to benefit from economic changes, secular trends, regulatory changes or market dislocations. The fund typically invests in companies with EBITDA in the range of $20million to $80million.

Excalibur Fund Managers Limited

Excalibur Fund Managers Limited

Excalibur Fund Managers Limited was founded in 1996 and is based in London, United Kingdom with an additional office in Cardiff, United Kingdom. Excalibur Fund Managers Limited is a venture capital firm specializing in early, mid, and late stage investments. It seeks to invest in medical sciences, biotechnology, and life sciences sector. The firm prefers to invest in companies that bring human medicines or medical devices to the market. It prefers to invest in European companies. The firm prefers to be an active investor and seeks to take a seat on the board of directors of its portfolio companies.

Keepmoat plc

Keepmoat plc

Keepmoat plc, controls a group of companies engaged in building homes (not necessarily castles). Projects include regenerating older homes and neighborhoods, as well as building new houses. Subsidiaries (Keepmoat Homes, Bramall Construction, and Frank Haslam Milan) refurbish more than 40,000 homes a year in the UK, working with local authorities, housing associations, and other social landlords to provide affordable housing. Keepmoat Homes Limited is the group's primary private house building unit.

Sand Aire Limited

Sand Aire Limited

Sand Aire was created in 1996 to manage the assets of Sir James Scott's family, earned upon the sale of Provincial Insurance, a company he founded in 1903. Then in 2006, Sand Aire merged with Northbridge, another UK wealth management firm. Today Sand Aire is jointly owned by its founding family, employees, and the founding shareholders of Northbridge. Sand Aire specializes in strategic wealth management primarily for families, trusts, and charities. It offers investment, wealth administration, and consultancy services to clients who typically have more than $40 million to invest, along with a desire to build their financial assets across generations.

Argent Trading, Inc.

Argent Trading, Inc.

Argent Trading, Inc. was founded in 1958 and is based in New York, New York with additional offices in Belgium, Brazil, Bulgaria, China, Columbia, France, Germany, Greece, India, Italy, Mexico, Portugal, Romania, South Korea, Spain, Turkey, the United Arab Emirates, the United Kingdom, and the United States. Argent Trading Inc., a corporate trading company, purchases underperforming assets using its trading currency, Asset Purchase Credits (APC's) in the United States and internationally. The company provides trading solutions, including real estate and remarketing solutions, as well as helps clients to use trade credits in various media vehicles. Its client companies use their APC's towards the purchase of budgeted goods and services, including media, manufacturing materials, capital equipment, packaging, transportation, distribution, and sales and administrative expenses.

Towry

Towry

Towry was founded in 1958. Its principal shareholders are its employees and Palomon Capital Partners. Towry is a financial services firm with more than 500 private and corporate wealth advisors in 10 locations throughout the UK. Towry, which manages some $4.5 billion ($7 billion), offers fee-based wealth advice and investment management services such as retirement planning, life insurance, tax services, property/casualty insurance, and employee benefits consultancy. Its 2009 acquisition of the UK business of Edward Jones added some 1,000 associates and boosted Towry's wealth advisory business.

Houlihan, Lokey, Howard & Zukin, Inc.

Houlihan, Lokey, Howard & Zukin, Inc.

Investment bank Houlihan Lokey Howard & Zukin soldiers on for mergers on the economic front. Operating as Houlihan Lokey, the firm provides advisory services for primarily mid-market companies involved in M&A deals and corporate restructurings, including the sale of distressed assets and other turnaround situations. Houlihan Lokey also raises private and public equity for midsized private and small-cap public companies. The company is among the top M&A advisors in the US, especially for deals valued at less than $1 billion. Houlihan Lokey operates about 15 offices in the US, Europe, and Asia. Japanese financial services company ORIX acquired control of the company in 2007.

Incam AG

Incam AG

ncam (short for innovative capital management) is an asset management firm that acts as a middleman between more than 800 financial planning outfits and individual investors in Germany. Incam's revenue comes from commissions from sales of and referrals to funds managed by such firms as Templeton Global Strategic Services, Pioneer Funds Distributor, Nordea Bank, and AllianceBernstein Holding (formerly Alliance Capital Management). Incam also manages a mutual fund partnership, Fonds Spezial Depot, which allows access to funds with minimum purchase prices that individual investors typically cannot meet.

Principal Financial Group, Inc.

Principal Financial Group, Inc.

Principal Financial Group, Inc. (PFG) is a provider of retirement savings, investment and insurance products and services. PFG’s United States and international operations concentrate primarily on asset accumulation and asset management. In addition, it offers a range of individual and group life insurance, group health insurance, individual and group disability insurance and group dental and vision insurance. PFG primarily focus on small and medium-sized businesses providing an array of retirement and employee benefit solutions to meet the needs of the business, the business owner and their employees. PGF has four segments: U.S. Asset Accumulation, Global Asset Management, International Asset Management and Accumulation, and Life and Health Insurance.

Cushman & Wakefield Sonnenblick-Goldman, LLC

Cushman & Wakefield Sonnenblick-Goldman, LLC

Cushman & Wakefield Sonnenblick Goldman is a global leader in real estate financial services, providing highly specialized debt structuring, debt and equity placement, hospitality financing and sales, note sales and associated advisory services. As a premier real estate investment banking firm, Cushman & Wakefield specialize in providing integrated capital solutions for all asset classes and are also a recognized industry leader in the financing and sale of hospitality and resort properties.By drawing on our integrated full service global platform C&WSG are able to assess our clients' current property operations and, at the same time, develop repositioning strategies that enhance asset value and maximize appeal to capital sources. With C&WSG focus on both the debt and equity markets, C&WSG clients the depth of insight and expertise needed to deliver creative, customized structuring solutions drawing from both traditional and non-traditional capital sources in a rapidly changing marketplace. Understanding the entire capital stack from equity and preferred equity to permanent, bridge, mezzanine and construction loans, C&WSG finance specialists tailor solutions to achieve optimal proceeds on the most attractive terms. From the conventional to cutting edge innovations, C&WSG long-standing record is unrivalled.

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