Neuberger Berman manages about 30 mutual funds invested in US and international equities, bonds, and tax-exempt money markets for individual and institutional clients. It also offers closed-end municipal bond, real estate securities, and hybrid funds; variable annuity portfolios; separate accounts; and alternative investments; as well as wealth management services for high-net-worth clients. Neuberger Berman operates about two dozen offices in the US, Europe, and the Asia/Pacific region. Employees own a majority of the firm, which has approximately $180 billion of assets under management. Institutional clients account for more than half of that total.

Cravey, Green & Wahlen is a private equity investment firm which has supported management teams in acquisitions and recapitalizations of middle-market companies, typically involving transactions valued between $25 - 200 million. Cravey, Green and Wahlen's period for new investments is over and cravey, green & wahlen only managing our existing portfolio. The remaining CGW portfolio is co-managed by the principals of CGW and MSouth Equity Partners. As the successor to CGW, MSouth intends to build on the legacy of CGW with a similar focus on southern-based, lower middle market buyout opportunities.

Alliance Trust was founded in 1888 and is based in Dundee, United Kingdom. Alliance Trust PLC is a publicly owned investment manager with approximately £2.87 billion ($5.64 billion) in assets under management. The firm also provides pensions and ISA/PEP services to its clients. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity, fixed income, private equity, and real estate markets across the globe. It employs a combination of a top-down and a bottom-up stock picking approach to create it portfolio mix. The firm makes its fixed income investments in government and corporate bonds. It does not benchmark the performance of its portfolios against any specific index. The firm conducts in-house research to make its investments.

RBC Dexia Investor Services, established January 2006, is equally owned by Royal Bank of Canada and Dexia – the first of its kind in the institutional investor services market. RBC Dexia Investor Services Limited provides investor services to institutions. The company’s products and services include global custody, fund and pension administration, shareholder services, distribution support, reconciliation, Canadian sub custody, risk and investment analytics, compliance monitoring and reporting, securities lending and borrowing, Canadian equity execution and sub custody, alternative investments, benefit payments, investment counselor services, and trustee services. It also provides performance measurement and attribution, portfolio risk management, fund fact sheet, third-party lending, cash management, foreign exchange, and treasury services. In addition, the company offers risk disclosure services specifically tailored to help Canadian pension plans meet the risk disclosure requirements of CICA (Canadian institute of chartered accountants) 3862. It serves asset managers and distributors, pensions and institutions, insurance companies, and financial institutions.

Grotech Management Company was founded in 1984 by managing general partner Frank Adams. Grotech Ventures invests in early, expansion, and growth stage technology companies. The company focuses on long-term investments in communications, information technology, software, and Internet businesses. Grotech's portfolio of about 30 companies includes telecommunications equipment provider Aztek Networks, voice-over-IP company BroadSoft, and broadcasting technology developer ibiquity Digital Radio. Investments range from $500,000 to $5 million.

Cavendish Corporate Finance LLP was founded in 1988 and is headquartered in London, United Kingdom. Cavendish Corporate Finance Limited (CCFL) provides financial advisory services to private companies, public enterprises, and financial institutions. The firm offers mergers and acquisition, valuation, deal negotiation and structuring, and due diligence advisory services. Additionally, it provides assistance in buyer identification, risk assessment, operational planning, and benchmarking services. The firm caters to construction, consumer and retail, leisure, healthcare, paper and packaging, and telecommunications and media industries. Its clientele includes GET Group plc, YORK Novenco, Hale Hamilton, U-POL Products Limited, JJ Barker Ltd, and Canterbury Foods Group plc.

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.

Court Square Capital Partners was founded in 1968 and is headquartered in New York, New York with an additional office in London, United Kingdom. Court Square Capital Partners is a private equity and venture capital firm. The firm does not consider investments in the alcohol and tobacco, gambling, finance, real estate sectors, and start-up company sectors. It has a generalist approach though prefers to make investments in companies engaged in the building products, business services, chemicals, consumer products, food products and services, healthcare, manufacturing, industrials, media, technology and telecommunications, and transportation sectors in the United States. The firm does not invest globally from its New York and London offices. It typically invests between $50 million and $300 million in equity per transaction in companies with minimum enterprise values of $50 million to acquire a controlling interest.

Invesco Ltd. (Invesco) is an independent global investment management company. Invesco provides a range of investment products for retail, institutional and high-net-worth clients worldwide. The Company has presence in the institutional and retail segments of the investment management industry in North America, Europe and Asia-Pacific, with clients in more than 100 countries. Invesco offers multiple investment objectives within the range of asset classes and products that it manages. Its asset classes include money market, fixed income, balanced, equity and alternatives. Invesco is a provider of retail investment solutions to clients through its distribution channels, Invesco Aim in the United States., Invesco Trimark in Canada, Invesco Perpetual in the United Kingdom, Invesco in Europe and Asia, and Invesco PowerShares (for it exchange-traded fund (ETF) products). In May 2010, Invesco acquired Morgan Stanley's retail asset management business.

Nomura Holdings is the parent company of Nomura Securities, Japan's leading investment bank and brokerage house. Nomura Holdings, Inc. performs trading, equity and bond underwriting, research, and mergers and acquisitions (M&A) advisory services. Nomura Holdings, Inc. also makes private equity and venture capital investments. Nomura's largest segment is domestic retail, which provides investment consulting and brokerage services to consumers in its home market. Nomura Holdings, Inc. asset management segment manages more than �25 trillion (more than $225 billion) on behalf of its clients. Nomura Holdings has operations in more than 30 countries. Nomura Securities International is the company's US trading and investment banking unit.

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