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Novak Biddle Venture Partners

Novak Biddle Venture Partners

Novak Biddle Venture Partners was established in 1997 to provide equity financing and assistance to the management of young, information technology companies. NBVP is backed by a number of the country’s most prestigious limited partners, and has over $580 million under management. Novak Biddle Venture seek investment opportunities where the combination of ideas, dollars, experience, and relationships can create long-term, sustainable value. While Novak believe that the vast majority of business plans Novak receive have many of the makings of viable companies, Novak are looking for additional key features in the businesses in which Novak invest.

Seneca Financial Group, Inc.

Seneca Financial Group, Inc.

Seneca is a New York City based restructuring firm located in midtown Manhattan. The firm was established in 1993 by James W. Harris who served as Managing Director and Head of the Financial Restructuring Group at Lehman Brothers Inc. Seneca is a specialty financial advisory firm focusing exclusively on Financial Restructuring Advisory Services and Litigation Support Services involving complex financial litigation.Seneca Financial Group, Inc. is a merchant banking company. It specializes in the restructuring of public and private companies. The company works with senior management of companies and other stakeholders seeking to improve financial and operational restructuring, refinancing, asset redeployments, divestitures, and acquisitions. It provides advisory services, such as financial performance reviews, liquidity stress tests, financial planning, business planning, industry peer analyses, business valuations, and capital investment planning.

Sun Hung Kai & Co. Limited

Sun Hung Kai & Co. Limited

Sun Hung Kai is one of Hong Kong's largest and oldest non-banking financial houses. Operating as Sun Hung Kai Financial, the company provides wealth management and brokerage (including securities, bullion, futures, and options), asset management, investment banking, consumer lending, and principal investments. Subsidiary SHK Fund Management offers alternative investments including two Asian and six international hedge funds. Sun Hung Kai & Co. Limited has more than 50 offices in Hong Kong, Macau, and China. AP Emerald, a subsidiary of Hong Kong real estate firm Allied Properties (H.K.), owns about two-thirds of the company.

Harbour Centre Development Limited

Harbour Centre Development Limited

Harbour Centre Development puts its money behind hotels and restaurants, real estate development, and other investment opportunities in Hong Kong and Singapore. Harbour company's crown jewel is The Marco Polo Hongkong Hotel (which the company owns and manages). Other investments include commercial property development near the hotel and residential property development in Hong Kong through subsidiaries Manniwoth Company and Kowloon Properties Company. Harbour Centre Development is a subsidiary of The Wharf (Holdings) Limited through a 66% stake.

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.

Roark Capital Group Inc.

Roark Capital Group Inc.

Roark Capital Group was named after Howard Roark, the protagonist in Ayn Rand's classic The Fountainhead. For much of the book, Roark's unwavering commitment to his style of architecture put him at odds with the people in power and thus the people who influenced public opinion. While many of his peers altered their architectural designs to gain public approval and fame, Roark was always true to himself and his work, refusing to succumb to conventional wisdom. By the end of the book, the former architectural elite are exposed as frauds, and Howard Roark is discovered as a true visionary.Integrity, according to Ayn Rand, is commitment to one's own thinking and one's own mind. If a man sincerely believes a claim to be true, then he must hold to this belief even though society opposes him. He must think independently and form values that he never sacrifices. Howard Roark's life exemplified the true nature of this independence and integrity.Roark Capital Group's investment style and business philosophy is meant to emulate the life of Howard Roark. Roark Capital hope to invest in outstanding companies in partnership with exceptional operating executives, regardless of conventional wisdom or the latest trend. Further, Roark Capital Group will support its portfolio companies and its management partners, in good times and bad, as long as the fundamental long-term opportunity remains intact. In the end, this patient, independent approach, will generate superior risk adjusted investment returns for Roark Capital Group.

FirstPoint, Inc

FirstPoint, Inc

With roots going back to 1906, the organization operated for many years under the business names of Credit Bureau Reporting, Credit Bureau Mortgage Reporting and Credit Bureau Collection divisions. Due to corporate growth and acquisitions, FirstPoint, Inc., was formed in 2001 as a holding company designed to maximize operating synergies and technology among the Credit Bureau and its subsidiaries. The new FirstPoint identity provides a unifying umbrella for the various business units- allowing joint marketing and growth opportunities.Today, the FirstPoint family of resources offers businesses a variety of day-to-day operation services that include accounts receivable management and collection through FirstPoint Collection Resources, Inc. Checkfax (check warranty, verification and collection), Insight® pre-employment screening, Equifax credit information products, Rentfacts® tenant screening, FirstPoint Mortgage Resources, and association management through FirstPoint Management Resources.

Capricorn Management, G.P.

Capricorn Management, G.P.

Capricorn Management was formed by managing general partner Herbert "Pug" Winokur in 1987. Capricorn Management was born under the dollar sign. Capricorn Management company is a private equity firm that targets companies valued between $50 and $500 million and holds them for about four to eight years. It looks for undervalued investments with strong customer bases. Investors in the firm include endowments, financial institutions, corporate pension funds, and select families and individuals. Capricorn generally invests $3 million to $35 million per transaction. Portfolio companies include snack food company Mrs. Fields and incontinence products maker Whitestone.

Winmill & Co. Incorporated

Winmill & Co. Incorporated

Winmill & Co. manages three mutual funds and two closed-end funds (Foxby Corp. and Global Income Fund). Most of the assets of the company's Midas mutual fund are invested in gold, silver, and platinum bullion, or in firms involved in precious metals and natural resources mining, processing, and distribution. The Midas Special Fund focuses on stock of emerging growth companies and firms undergoing restructuring or liquidation. Winmill & Co. also administers a money market fund.

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.

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