Canaccord Genuity operates as a global full-service investment bank that specializes in growth companies, offering a range of financial services to institutional and corporate clients. The firm provides investment banking, advisory services, and research, as well as sales and trading across various sectors, including mining, energy, technology, and healthcare. Canaccord Genuity Wealth Management, a subsidiary of Canaccord Genuity Group Inc., delivers tailored wealth management solutions and brokerage services to individual investors, private clients, and charities in key markets such as Canada, Australia, the UK, and Europe. With a focus on meeting the unique needs of its clients, the firm leverages its global network to identify investment opportunities and develop long-term strategies, while also providing near-term solutions for wealth management clients.
Link Investment Management provides business solutions for workplace savings, equity and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions with the goal of providing better retirements for all Canadians. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable and efficient plan management. We work directly with companies of all sizes and through channel partners in creating the best solutions at an affordable price. For more information on Link Investment Management visit us at www.linkinvestmentmanagment.com.
InvestX Financial (Canada) Ltd. is a private equity firm based in Vancouver that specializes in late-stage and growth equity investments, primarily in private and pre-IPO companies. Founded in 2013, the firm aims to democratize access to private equity investing for retail accredited investors by offering opportunities with significantly lower minimum investments, starting as low as $2,500. InvestX aggregates smaller investments from its members to enable participation in larger deals, thereby allowing individual investors access to high-quality private company opportunities typically reserved for institutional investors. The firm ensures that all investments undergo a rigorous due diligence process conducted by professional private equity firms with a proven track record. Additionally, these partner firms align their interests with those of the investors by co-investing in the deals. Overall, InvestX seeks to provide a transparent and accessible platform for investors looking to diversify their portfolios through private equity.
Adam & Company Investment Management Limited is a privately owned investment manager based in Edinburgh, United Kingdom. Established in 1983, the firm specializes in providing discretionary investment management and financial services to high net worth individuals, families, trusts, charities, and private businesses. Adam & Company focuses on managing client-specific equity and fixed income portfolios, as well as offering balanced mutual funds. The firm adopts a long-term investment approach, which it believes offers an advantage in a market often preoccupied with short-term fluctuations. In addition to investment management, Adam & Company provides a range of banking services, including personal loans, mortgages, and savings accounts, along with online banking and financial planning services. As of October 2021, it operates as a subsidiary of Canaccord Genuity Wealth International Limited.
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.
MediaValet Inc. is a leading provider of enterprise cloud-based digital asset management (DAM) software, designed to manage high-value media assets for organizations of various sizes and industries, including manufacturing, healthcare, media and entertainment, technology, and retail. Built exclusively on Microsoft Azure, MediaValet's platform offers robust security, reliability, and scalability, with a global presence across 140 countries and 54 data center regions. The company delivers core DAM capabilities along with local desktop-to-cloud support for creative teams and features integrations with popular applications such as Slack, Adobe Creative Suite, and Microsoft Office 365. MediaValet also develops mobile applications for iOS and Android, as well as providing content publishing and analytics services. Founded in 1993 and headquartered in Vancouver, Canada, MediaValet was previously known as VRX Worldwide Inc. before rebranding in 2014.
Hargreave Hale Limited offers security trading and brokerage services to institutional and individual clients. The company provides investment advisory, share brokerage and dealing, portfolio management, custodial services, unit trusts, individual savings accounts (ISA’s), personal equity plans (PEP’s), and intermediary services. They understand that no two people are the same, so anything they do will always focus on clients as individuals. They work with their clients to assess their personal circumstances and determine future goals, ensuring that any solution they provide is suited to their specific needs. Their philosophy is to try to give clients what they want rather than tell them what they can have. Hargreave Hale is a leading provider of investment management, stock broking and fund management services in the UK. Their experienced professionals offer private clients, professional intermediaries, companies, trusts and charities a progressive and modern approach to investment coupled with traditional values of customer service.
Collins Stewart Hawkpoint Limited
Acquisition in 2011
Collins Stewart Hawkpoint is a leading independent financial advisory group with around 850 employees across four main operating divisions: Corporate Advisory, Corporate Broking, Securities and Wealth Management. Its services cover institutional stockbroking, UK, European and US research, fixed income credit trading, corporate broking, corporate finance advisory services, debt capital markets advice, restructuring and debt advisory services, private client and intermediary wealth management and fund management - all serviced by its unique research tool Quest(TM).