Sanders Morris Harris Group Inc. was founded in 1998 and is headquartered in Houston, Texas. Sanders Morris Harris Group Inc., through its subsidiaries, provides wealth management and institutional services principally to individuals, corporations, and financial institutions. Its Wealth Management segment provides investment advisory, wealth and investment management, and financial planning services to high net worth and mass affluent individuals and institutions, including investment strategies and alternatives, tax efficient estate and financial planning, trusts, and agent/fiduciary investment management services, as well as private client brokerage services. Sanders Morris Harris Company's Institutional Services segment provides institutional equity brokerage and hedge funds research to various institutions, which include banks, retirement funds, mutual funds, endowments, investment advisors, and insurance companies; and prime brokerage services, such as trade execution, clearing, bookkeeping, reporting, custodial, securities borrowing, financing, research, and fund raising to hedge fund clients. This segment also maintains asset management accounts on behalf of individual asset managers; and provides research, sales, and trading services to institutional investors. In addition, the company provides sports representation and management services to professional athletes, principally professional football players.

Newton Investment Management Limited was founded in 1978 and is based in London, United Kingdom with additional offices in Leeds, United Kingdom and Edinburgh, United Kingdom. Newton Investment Management Limited operates as a subsidiary of The Bank of New York Mellon Corporation. Newton Investment Management Limited (NIM) is a privately owned investment manager. The firm provides its services to pension funds, charities, institutions, corporations, and private individuals. The firm manages separate client focused equity, fixed income, and balanced portfolios for its clients. It also manages mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It typically invests in growth stocks of small-cap companies employing a fundamental analysis with a bottom-up stock picking approach to make its investments. The firm also makes socially responsible investments. It benchmarks the performance of its index against the FTSE and MSCI indices.

Jasper Investments Limited is a holding company listed on the SGX since 1993 which principally invests in the offshore oil and gas drilling and services sector. Jasper’s principal subsidiary, Jasper Offshore, owns and operates oil rigs for deep sea drilling which are contracted out to oil and gas exploration and production companies.The major shareholders of Jasper include certain investment funds managed by Ashmore Investment Management Limited. Ashmore is a leading London-based emerging market fund specialist listed on the London Stock Exchange. Ashmore’s investments include fixed income, equity and special situations (incorporating distressed debt and private equity) and have extensive experience in the oil and gas businesses.

GenSpring Family Offices was founded in 1989 and is based in Palm Beach Gardens, Florida with additional offices in Atlanta, Georgia; Charlotte, North Carolina; Miami, Florida; Orlando, Florida; St. Petersburg, Florida; and Chevy Chase, Maryland. GenSpring Family Offices, LLC. operates as a subsidiary of GenSpring Holdings, Inc. GenSpring Family Offices, LLC is a privately owned multi-family office with approximately $5.88 billion in assets under management. It also provides estate and trust planning, tax planning, and philanthropy services to its clients. The firm provides its services to individuals, typically high net worth individuals; pension and profit sharing plans; pooled investment vehicles; charitable organizations, and corporations. It invests in the public equity and fixed income markets of the United States. The firm also makes its investments in private equity and hedge funds.

Macquarie Private Wealth (formerly Blackmont Capital) provides equity sales, trading, and research, as well as capital raising and financial advisory services for corporate and institutional clients. Its research division focuses on the technology, media, communications, metals and minerals, energy, real estate, and financial services sectors. Macquarie Private Wealth company's wealth management activities include private client services and support for investment advisors. Products include money market instruments, bonds, public venture capital, retirement plans, and tax-free savings accounts. Australia-based Macquarie Group acquired Blackmont Capital from CI Financial at the end of 2009.

Derbyshire First Investments Limited was founded in 1987 as the Derbyshire Enterprise Board Limited by the Derbyshire County Council. DFI is a joint owner with the Derby City Council of the Rosehill Business Centre, a small business incubator located in Derby. Derbyshire First Investments (DFI) provides business counseling and consulting to start-up and early-stage businesses. DFI company's investments typically range from £50,000 to £250,000 and are usually used to provide working capital, expenditure on capital equipment, refinance bank debt, or develop and market new products. DFI's investment activities are centered in Derby but extend to surrounding counties.

Three Cities Research, Inc. was founded in 1976. Three Cities Research, Inc. is a private equity firm specializing in acquisitions of medium sized business. The firm seeks to invest in transactions that involve a change of control in unexploited growth situations that can benefit from the infusion of substantial equity capital which can fund growth involving both internal expansion and acquisitions; under performing companies due to poor operating performance, excess leverage, or failed strategies; companies with poor operating management; and complicated transactions including strategic issues, legal complications, capital problems, operating issues, and shareholder or debt holder issues. It seeks to invest in industrial manufacturing, distribution, apparel, publishing, services, and retailing. The firm seeks to invest a minimum of $20 million in companies that have the potential of generating at least $15 million of operating income. It prefers to be an all-cash buyer in transactions of up to $100 million. The firm typically targets transactions that have values up to $200 million. It does not invest in high technology, natural resources, or regulated industries.

Founded in 1932, Duff & Phelps Investment Management Co. is unrelated to investment bank Duff & Phelps Corporation. Duff & Phelps Investment Management manages mutual funds, closed-end funds, and institutional accounts with investments real estate investment trusts (REITs) -- its specialty -- global utilities and infrastructure stocks, large-cap equities, and investment-grade fixed-income products. Clients include individual investors, corporations, retirement funds, endowments, and not-for-profits. A subsidiary of Virtus Investment Partners, the company has approximately $6 billion in assets under management. Both Duff & Phelps and Virtus (formerly Phoenix Investment Partners) were spun off from The Phoenix Companies in 2008.

Founded in 1985, Domain Associates, L.L.C. is a venture capital firm with an exclusive focus on life sciences. With $2.5 billion of capital under management, Domain is headquartered in Princeton, NJ with a second office in San Diego, CA. Domain’s three major investment segments are pharmaceuticals, specialty pharmaceuticals, and medical devices, while additional areas of interest include biomaterials, bioinstrumentation, and diagnostics. The Partners of Domain have a total of close to 200 person-years of experience among them in the healthcare/venture capital industries and have been involved in the formation and growth of more than 220 life-sciences companies. The highly focused network, experience, and reputation of this team have made it one of the top private-equity groups participating in the healthcare field.

Lewis Trust Group company, owned by one of Britain's wealthiest families, is an investment company that operates retail stores, real estate, a wealth management company, and hotels. Lewis Trust Group company's more than 200 River Island retail stores are geared toward young people, while its Cavendish Asset Management arm caters to a more mature (read: wealthier) crowd. The group's real estate unit has property development and investment operations primarily in the UK and US but also in Germany and the rest of Europe. Lewis Trust Group's hotel operation comprises more than a dozen hotels in Israel, the US (the prestigious Ritz-Carlton in Palm Beach), and Thailand.

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