Vining-Sparks IBG wants to help institutional investors kindle an investment blaze. Operating as Vining Sparks, the firm provides broker/dealer services to institutional investors including financial companies, money managers, funds, insurance firms, and municipalities. Through its alliance with Howe Barnes, Vining-Sparks IBG offers investment banking services including debt and equity offerings and mergers and acquisitions advisory. Headquartered in Memphis, far from the capital of capital centers, Vining Sparks has more than a dozen offices in the US and another in London. Chairman James Vining founded Vining-Sparks IBG to serve community banks in 1981.

Established in 1890, Suomi Mutual Life Assurance Company is the second oldest life insurance company in Finland. Suomi Mutual administers its customers' life insurance portfolio and related investments for the benefit of policyholders. Suomi Mutual has 300 000 owner customers. Suomi Mutual's insurance portfolio consists of insurance policies taken out before July 1, 1997. The portfolio also includes certain newer policies, such as group pension insurance, and capital redemption contracts for companies and corporations. Part of insurance portfolio transferred to Pohjola. At the beginning of 2005, an over EUR 1 billion insurance portfolio and around 135 000 insurance customers were transferred to Pohjola. Now Pohjola is part of the OP-Pohjola Group, the largest financial services group in Finland. The OP-Pohjola Group is Suomi Mutual's main cooperation partner.

A.M. Best is a credit rating organization specializing in the insurance industry. Founded in 1899 by insurance professional Alfred M. Best, the company rates the creditworthiness of, and publishes analytical reports on, insurance companies. A.M. Best Company, Inc. also provides debt ratings of financial instruments offered by insurance companies, including bonds, notes, and securitization products. In addition to providing data on the insurance industry, A.M. Best provides ratings and analysis of financial institutions and health care systems. A.M. Best Company, Inc. operates in the US, Europe, and the Asia/Pacific region through offices in New Jersey, London, and Hong Kong.

U.S. Venture Partners was founded in 1981. U.S. Venture Partners is a venture capital firm specializing in early-stage companies. It typically invests in information technology, life science and technologies for adapting to or mitigating climate change with a focus on energy-related products and services, components, software, systems, semiconductors, web-enabled services for businesses and consumers, storage, wireless communication, sustainable agriculture, the Internet version 2.0, biomedical devices, and new drugs with profound social benefits. The firm seeks to invest in markets with revenue potential in excess of $1 billion and rarely invests in companies focusing on a market smaller than $300 million. It prefers to avoid investing in companies that compete directly with each other. The firm prefers to take a board seat in its portfolio companies and typically invests for a period of three to ten years.

Alerion Capital Group, LLC was founded in 1999 and is based in Scottsdale, Arizona with an additional office in Salt Lake City, Utah. Alerion Capital Group, LLC is a private equity firm specializing in investments in later-stage and middle-market companies whose owners wish to fully or partially liquefy their positions. The firm prefers to invest in recapitalizations, management buyouts, leveraged buyouts, divestitures, strategic acquisition, industry consolidation, growth capital transactions, and pursue divestments of non-core subsidiaries. It also invests in companies that will significantly benefit from strategic refocusing or operating improvements. The firm typically invests in hardware and devices, electronics, instrumentation, semiconductor, business technology services, and technology enabled services (non-technology industry). It also invests in software with a focus on software as a service (SaaS); outsourcing with a focus on offshore manufacturing, development and services; security technologies with a focus on software and homeland security; and communications with a focus on wireless, convergence, and social networking. The firm usually invests in companies based in Southwest, Mountain West, and Pacific.

Intervest Bancshares is the holding company for Intervest National Bank, which operates one branch in New York City and six other branches in Pinellas County, Florida. Most of the company's lending activities are real estate-related: Commercial mortgages make up more than half of its loan portfolio, while multifamily residential mortgages account for another 40%. Some of the company's lending has historically been carried out by its Intervest Mortgage Corporation arm. However, the subsidiary drastically scaled back its lending practices as market conditions deteriorated in 2008. The family of chairman and CEO Lowell Dansker controls Intervest Bancshares.

San Juan Basin Royalty Trust was established in November 1980 by Trust Indenture between Southland Royalty and The Fort Worth National Bank. Pursuant to the Indenture, Southland Royalty conveyed to the Trust a 75% net overriding royalty interest (equivalent to a net profits interest) carved out of Southland Royalty's oil and gas leasehold and royalty interest in the San Juan Basin of northwestern New Mexico. This net overriding royalty interest (the "Royalty") is the principal asset of the Trust.Under the Trust Indenture, Compass Bank (successor trustee) as Trustee, has the primary function of collecting monthly net proceeds ("Royalty Income") attributable to the Royalty and making the monthly distributions to the Unit holders after deducting administrative expenses and any amounts necessary for cash reserves. The San Juan Basin Royalty Trust is a New York Stock Exchange-listed entity, with Units trading under the symbol "SJT."

The Fidelity Global Group is an international asset-based investment firm that provides credit facilities to a variety industries through its subsidiaries. Fidelity Global provides development funding for communications, metals, mining, and chemical companies for both the private and government sectors internationally. It offers credit services and loans for refiners of nonferrous metal, such as aluminum, brass, copper, magnesium, and zinc, to purchase new equipment or expand operations. Fidelity Global company also offers loans to companies that are credit-challenged on a per project basis. Fidelity Global Group usually gets a percentage of the profits from those projects.

Apollo Investment Corporation was incorporated in April 2004, and is based in New York, New York. Apollo Investment Corporation (Apollo Investment) is a closed-end, non-diversified management investment company that has elected to be treated as a business development company (BDC). Its investment objective is to generate both current income and capital appreciation through debt and equity investments. Apollo Investment invests primarily in middle-market companies in the form of mezzanine and senior secured loans, as well as by making equity investments. It may also invest in the securities of public companies. The Company’s portfolio is comprised primarily of investments in long-term subordinated debt, referred to as mezzanine debt and senior secured loans of private middle-market companies, and from time to time includes equity interests, such as common stock, preferred stock, warrants or options. Apollo Investment Management, L.P. (AIM) is the investment adviser for the Company.

Sterling Investment Partners was founded in 1991 and is based in Westport, Connecticut. Sterling Investment Partners is a private equity firm specializing in acquisitions and consolidations of middle market companies. The firm also seeks to invest in international expansions and joint venture investments. It prefers to invest in companies operating in the, outsourcing and business services; niche manufacturing and industrial companies; transportation and logistics; unique distribution; technology-related companies; energy services; and consumer products and services industries. The firm seeks to invest in companies with revenues between $50 million and in excess of $300 million and EBITDA between $10 million and in excess of $40 million.

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