TA Associates, established in 1968 and headquartered in Boston, Massachusetts, is one of the oldest and largest private equity firms globally. The firm focuses on investing in private companies across various sectors, including business services, consumer products, financial services, technology, and healthcare. With a commitment to supporting management teams in building their businesses, TA Associates has developed a diverse portfolio of approximately 380 current and former companies. The firm expanded its reach by opening offices in Silicon Valley, London, Mumbai, and Hong Kong, allowing it to engage in buyouts, growth equity, and recapitalizations, as well as private debt investments since 2000. Through its strategic approach, TA Associates aims to provide steady support to its portfolio companies throughout economic cycles.
Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Fairstone is a national financial advisory and wealth management group. We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner. Fairstone incorporates the UK's largest Chartered Financial Planning firm and has a number of dedicated business channels that include financial advisory, Discretionary Fund Management, wealth management, property finance and estate planning. Launched in 2008 Fairstone is very much a ‘new model’ financial services business operating across both retail and corporate sectors. Our head office is based in Newcastle, and with 36 regional locations and management hubs in both London and Bristol, we have a truly national presence. Fairstone's rate of growth is consistently beyond 20% for each financial year and our annualized revenues exceed £40 million. Across the UK we now have over 300 financial advisers servicing 41,000 clients who collectively hold £7 billion in investment and pension assets. Our ultimate objectives across the group are to deliver annual revenues in excess of £100 million, EBITDA margin of above 10% and to oversee client funds of £15 billion.
Planview focuses on providing the most comprehensive portfolio management solutions in the industry to enable better decision making and business accountability.
Founded in 1989 by visionary and CEO Patrick Durbin, Planview is recognized as "an undeniable leader in the PPM market" in the Forrester Wave™: Project Portfolio Management Tools, Q4 2007, and is positioned in the leaders quadrant in the Gartner Magic Quadrant for IT Project and Portfolio Management, 2008.
With offices across the U.S., Europe, and Asia-Pacific, Planview supports more than 550 customers worldwide in virtually every industry. Planview customers include Wells Fargo, WellPoint, Citi, Hallmark, Freddie Mac, BP, and Aetna, as well as public sector agencies such as the American Red Cross, the U.S. Department of Transportation, and the United Kingdom Ministry of Defence.
Planview provides solutions for the most successful technology organizations in the world, and they are successful for a reason. These market-leading, knowledge worker organizations have savvy managers who lead the way in optimizing the business by balancing strategy against their scarce resources of people and money. They do this by using Planview solutions, which give them a proven discipline for investment decision-making, resource allocation, and staying on track.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.
Merian Global Investors formed in June 2018 when its management team, together with funds operated by the global growth private equity firm, TA Associates, acquired the “single-strategy” investment capabilities of Old Mutual Global Investors. As an independent firm, they are committed to continuing to build a successful, specialized asset management business. Central to the future of their business is a belief that their clients appreciate the value of active investment management when it delivers what they reasonably expect. Their strategy is to seek to attract and retain talented investment professionals, who are experts in their particular fields, and to provide them with the operational, risk management and distribution environment and support they need in order to thrive, yet without encumbering them with a blunt “house view” imposed by a chief investment officer.
Prudent Corporate Advisory Services Limited provides personal and corporate investment planning services through the distribution of mutual funds, bonds, broking and insurance products. It also provides real estate agent services. Prudent Corporate Advisory Services Limited was founded in 2000 and is based in Ahmedabad, India.
Fisher Funds operates as a specialist investment manager. Our passion is our profession and we can focus solely on delivering great investment returns and superb client service. Our entire team is charged with ensuring you have a successful investing experience so I invite you to take us up on that.
Russell Investments is a privately owned global asset management firm that provides investment management and advisory services to a diverse clientele, including institutional investors, financial advisers, corporations, pension funds, charities, and high net worth individuals. Established in 1936 and headquartered in Seattle, Washington, with additional offices in major U.S. cities and internationally, the firm specializes in managing customized portfolios and a range of mutual funds encompassing equity, fixed income, and alternative investments. Russell Investments employs in-house research and fundamental analysis to guide its investment strategies across public equity, fixed income, and alternative markets, such as private equity and real estate securities. The firm is dedicated to helping clients achieve their investment goals through comprehensive advice, asset allocation, and portfolio implementation.
NorthStar exists to innovate and develop products and services, strengthen their partners, and provide tools and resources to empower investment advisors. With over 650 employees and $300 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.
Söderberg & Partners offers a wide range of services and products within multiple business areas including: Life and Non-Life Insurance Consulting, Wealth Management and Securities.
DNCA Finance is a privately owned investment manager. The firm employs a fundamental analysis with a bottom-up stock picking approach to manage its funds.
DNCA Finance is a privately owned investment manager. The firm employs a fundamental analysis with a bottom-up stock picking approach to manage its funds.
Stadion Money Management, LLC is a privately owned investment management firm based in Watkinsville, Georgia, founded in 1991. The firm specializes in providing retirement account management services primarily to individuals, including high net worth clients and various institutional investors such as pension plans and government entities. Stadion Money Management offers customized investment strategies and manages separate client-focused portfolios as well as mutual funds. The firm invests in public equity and fixed income markets globally, aiming to help clients prepare for retirement through personalized investment solutions and support. Stadion Money Management operates as a subsidiary of TA Associates, Inc.
Evanston Capital Management, LLC (“ECM”) is an alternative investment management firm focused on providing multi-manager hedge fund programs for institutional and high net worth investors. Formed in 2002, ECM manages a variety of strategies emphasizing more concentrated portfolios, and ECM seeks to identify portfolio managers in which ECM has gained high conviction. ECM manages commingled funds and offers customized solutions to clients looking to tailor their hedge fund program. ECM has approximately 300 institutional investor relationships and approximately $4.8 billion in assets under management as of May 1, 2014.
RGM Advisors is a quantitative trading firm that applies scientific methods and computing power to trading in equities and futures. Based in Austin, Texas, we trade on a proprietary basis, taking short-term positions in thousands of instruments.
First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.
Jupiter Fund Management Plc is a publicly owned investment manager based in London, United Kingdom. Established in 1985, the firm specializes in managing a diverse range of investment products, including mutual funds, hedge funds, client-focused portfolios, and multi-manager offerings. Jupiter invests in public equity markets across the U.K., Europe, and global emerging markets, as well as in fixed income markets and absolute return funds. The firm aims to deliver medium to long-term outperformance for its clients, serving both retail and institutional investors attracted to its active approach to asset management.
Advisory Research, Inc. is a privately owned investment manager. The firm primarily provides its services to high-net-worth individuals, banking or thrift institutions, investment companies, pension and profit-sharing plans, university endowments, private and public foundations, corporations, state or municipal government entities, limited partnerships, and WRAP programs. It manages separate client-focused equity portfolios. The firm launches and manages equity mutual funds and hedge funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in value stocks of micro-cap, small-cap, mid-cap, and large-cap companies. It makes investments in micro-cap companies with market capitalizations below $300 million and its international investments in companies with market capitalizations below $4 billion. The firm employs a fundamental analysis with a bottom-up stock picking approach to make its investments. It conducts in-house research to make its investments. The firm was founded in 1974 and is based in Chicago, Illinois. Advisory Research, Inc. operates as a subsidiary of Ostara Inc.
The Murrayhill Company services provided clients, security issuers, and investors with a competitive advantage through servicer oversight and transparent reporting on MBS and ABS securities. Using a patent-pending risk-filtering process, Murrayhill analyzed raw data collected from loan servicers and trustees and identified situations that presented a risk to the investor.
Numeric Investors is a leader in the development and implementation of quantitative investment techniques focused on generating alpha for our clients. Our fundamental goal is to maximize total dollars of excess return in clients' portfolios. Consistent with this objective, we have committed significant resources toward building an investment team with strong research and modeling capabilities. Research is conducted in all steps of the investment process; beyond alpha modeling, we conduct research on unearthing new ways to create alpha, construct portfolios, and manage trading costs. Over the years, we have applied strict asset capacity limitations to ensure that our asset growth will not hinder the excess return goals that we expect to deliver to our clients.
GlobeOp Financial Services
Venture Round in 2003
GlobeOp Financial Services specializes in turnkey, state-of-the-art, automated middle- and back-office support services and fund administration for hedge funds, fund managers and high net worth family wealth managers. The company provides independent services essential to the successful operation of private investment entities with activities ranging across a wide spectrum of traded instruments. GlobeOp completed its IPO in July 2007.
Founded in 1991, Clinton Group is a SEC Registered Investment Advisor that invests globally across multiple alternative investment strategies. The firm has successfully adapted to the changing global investment environment and prospered through two decades of challenging market conditions. This long-term track record rests on a breadth of expertise, an agile investment strategy and a deep infrastructure.
Altamira Financial Services
Private Equity Round in 1996
Altamira Financial Services provides brokerage, private wealth services, financial, and retirement planning services to its clients.
UBS Realty Investors
Acquisition in 1996
UBS Realty Investors is an institutional investment advisor that managed real estate equity assets on behalf of its clients.