Acumen is an innovative and active investment boutique providing comprehensive wealth management and capital markets services and advice. Acumen is 100% employee-owned and truly independent. We are focused on providing individualized and comprehensive financial advice to Canadians from coast-to-coast. Broker dealer focused on small cap companies

The Chilean asset manager launched a string of diverse products, including Argentine equity and fixed-income vehicles that captured the attention of institutional and family-office clients.

MBA programme

FERI EuroRating Services AG is one of the leading European rating agencies specialized in investment market and product ratings. Our mission is to create market transparency and to offer investment ratings that provide decision-making guidance to retail and institutional investors.

As a merchant bank specializing in the investment management industry and related businesses, we apply our tenacity in two ways. In investing, we leverage our hard-earned industry experience by investing in ongoing and start-up businesses (MBO and minority positions). In advising, our typical client is an established money manager facing a…

Trilogy Global Advisors, LP operates as an investment management company. The Company offers asset management, equities, investment strategies, financial planning, and advisory services. Trilogy Global Advisors serves customers worldwide.

Chartwell Capital Ltd. Bank Advisory and Investment Banking Services Chartwell Capital Ltd., a private investment firm, provides specialized advisory services to the boards of directors and executive management of commercial banks, corporations and institutional investment clients. Charles J. Thayer, Chairman and Managing Director, organized…

Brean Murray, Carret & Co. is a full-service, boutique investment bank dedicated to small cap and emerging growth companies and those who invest in them. As a research-driven securities firm, we are dedicated to delivering high quality investment banking services and investment ideas to our clients. We have served our corporate, institutional…

Advisory Research® Investment Management, an independent boutique asset manager based in Chicago, manages and advises assets in markets where we have deep expertise. Our actively managed strategies include U.S. value and growth, global core equity, and energy equity. We offer separate account management as well as private funds to institutional…

Boston Advisors is a boutique investment management firm with more than 35 years of experience managing assets for institutions and affluent individuals and families. We offer a range of investment capabilities, including equity, fixed income, and asset allocation, as well as socially responsible and faith-based asset management. Our investment…

Value Line is an independent investment research and financial publishing firm based in New York City, New York, USA, founded in 1931 by Arnold Bernhard. Value Line is best known for publishing The Value Line Investment Survey, a stock analysis newsletter that is among the most highly regarded and widely used independent investment research…

Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success.

Expert network tailored specifically to public buy side. Also hosts idea forums. Formerly known as DeMatteo Monness. 

High net worth wealth management

Industry agnostic startup research firm. Looking to grow and a good environment overall. Seniors serve as good mentors.

About us. White Oak Partners is exclusively devoted to buyside acquisition searches. We work with private equity groups, unfunded sponsors, family offices, and corporate buyers. We are not industry focused, but instead employ a generalist strategy seeking unique acquisition opportunities.

Arcstone Partners, Inc. provides financial valuation services in the United States. The company provides stock valuations and purchase price allocation, tax valuation, transaction, financial reporting, corporate transaction, tax compliance, and fair value reporting services. Arcstone Partners, Inc. was founded in 2006 and is based in Denver,…

Amba offers a wide range of research and analytics support services to global financial institutions. We have over 80 clients, including some of the world’s largest asset managers, investment banks, brokerages, insurance, and alternative investment firms. 6 of the top 15 global asset managers, 7 of the top 15 global investment banks, and 7 of the…

REORIENT Financial Markets is a global financial services group offering a full-range of services including institutional securities dealing/trading, high net worth and retail trading services, investment advisory, corporate finance advisory, restructuring and Asset Management services to global institutional, corporate and individual clients.

Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area. Services include Global Equity Trading, Fixed Income Trading, Investment Banking, ETF Sub-Advising, Transition Management, and Equity Research. Penserra is a certified Minority-Owned Business Enterprise (MBE).

WhiteSand Research, LLC is a premier independent research firm that provides unbiased, timely research to help our clients understand the opportunities found in the universe of Special Situations. We identify and analyze the key financial information, strategic issues and trends that affect companies and provide fundamental research that seeks to…

Wm Smith & Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think.  

Headquartered in Nashville, TN, with an additional office in Newport Beach, CA, Capital Alignment Partners has provided debt and equity primarily to lower middle market business services and healthcare service companies since 2009.  Our investment professionals have over 125 years of combined investment experience and a proven history of…

Iridian Asset Management LLC (Iridian) is an independently-owned investment management firm, focused exclusively on managing active investment strategies primarily for institutional investors including foundations and endowments, corporate and public pension funds and Taft Hartley funds. As of 6/30/12, we managed $7.2 billion in U.S. mid-cap,…

Dowling & Partners Securities, LLC is the leading institutional stock broker specializing in the U.S. (re)insurance industry. Founded in 1990, our original focus on non-life insurers has expanded to managed care, life, financial guaranty, title and mortgage (re)insurers. In addition to our equity research product we also provide capital market…

Granite Peak Partners, Inc. (GPP) was formed in 2003 by Bruce Savett and Pierre Tada; both accomplished real estate entrepreneurs with formidable track records. Their combined experience includes not only extensive investment over several real estate asset classes, but also new construction development, value add repositioning, property and…

We are a research-driven, institutional investment dealer, focused on providing a superior level of service to the small to mid-cap market. In order to achieve that goal we have assembled a talented group of people that have exceptional abilities in research, sales, trading, investment banking and administration.

Research-House Based in India

GVB provides equity research for hedge fund clients.

Provides portfolio advisory services. The SEA Fund invests in start-ups and early stage companies, leveraging our expertise in Information Technology, Mobile, Internet of Things and Machine Language to invest in industries across Healthcare and Medical technology, Education, Retail, Gaming and E-commerce.

Long Term value investing global fund with a sustainability focus. “Our research process starts with a proprietary quantitative model that screens the stock market universe for companies with cheap valuation, low financial risk and solid sustainability metrics. In a rigorous research process, we test the fundamentals of each company, and 9 out of…

German, value oriented Asset Manager with over $17 Bn. AuM.

Clean Energy Capital provides investment banking and financial advisory services to companies operating in the renewable power and clean technology infrastructure sectors. Our core focus is project financing of renewable energy infrastructure investment. We combine broad knowledge of the US electric utility sector with specialization in structured…

Corporate Development International, LLC, doing business as The CDI Group, is a boutique investment bank that provides financial advisory services. The firm offers strategic planning, appraisals, valuations, management buyouts, value enhancement, divestitures, and mergers and acquisitions advisory services. Additionally, it provides crisis and…

Royal London Asset Management is a UK-based investment management company. RLAM invests across a broad range of core asset classes including fixed income, equities, multi asset, cash and property. It also offers funds that adopt an ethical or sustainable approach.

Foster & Foster is an independent national actuarial consulting firm that specializes in providing innovative retirement and health & welfare consulting services to sponsors of public, private, and multi-employer benefit plans. Founded by Ward and Eileen Foster in 1979, Foster & Foster has steadily grown to become the market leader for…

Howard Weil is an energy investment boutique that provides equity research, institutional sales and trading, and investment banking services. Established in 1946, Howard Weil's foundation is backed by our team of experienced and dedicated professionals who focus exclusively on the energy industry. The firm believes that its exclusive focus on…

JDB Capital Partners LLC (“JDB”) is a boutique investment and merchant bank focused on emerging growth and middle-market companies throughout North America. Our investment banking services include corporate finance, mergers & acquisitions and financial advisory assignments. Our merchant banking activities include investing alongside…

Jane Capital is a leading merchant bank committed to developing and growing businesses in the cleantech, energy and environmental technology industries. We work both as a principal and as a corporate advisor for clients. Call us if you wish to sell or raise capital, or if you need help growing through acquisitions or joint ventures. Global…

Kirchner Private Capital Group is patterned after the original model for a merchant bank. Our team is comprised of successful business people who now apply their operational, transactional and investment experience to the unique needs of early- and mid-stage companies and their investors. We pride ourselves in both the quality and quantity of the…

Alter Capital advises a multi family office and selected accredited private investors in their global search for top quartile investment funds and superior risk adjusted return. Alter Capital promotes dialogue and exchange of investment ideas with its investors. Alter Capital services are currently not available to the public.

Strategas Research Partners is a leading institutional brokerage firm focused on providing macro research, advisory, and capital market services to institutional debt and equity investors and corporate executives around the world. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack and Don Rissmiller, Strategas is an independent, private…

Wavemaker Partners invests in a broad range of technology-driven companies in the US and Southeast Asia. The start-ups they invest in are catalysts for change. The firm likes businesses that address huge market opportunities and create real value in a differentiated and defensible way. This means solving truly relevant problems, disrupting the…

ChineseInvestors, Inc. (OTCQB: CIIX), founded in 1999, endeavors to be a leading financial information website that provides real-time market commentary, analysis, and educational related services to Chinese-speaking investors via the company’s dynamic financial.

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Advisory Services Acquivest offers clients guidance in buying or selling a business. Our services are divided into three segments: Assisting Sellers In representing an owner in a business sale, we offer our client a comprehensive, confidential, and structured process: Pre-sale business assessment, valuation and development of confidential…

We are a research-powered investment bank focused on growth companies. Our research mission is to help institutional investors identify and understand secular growth themes and identify innovative companies best positioned to capitalize on them.  

Built on our heritage of integrity, transparency, accessibility and results, RMC follows a fiduciary standard of care delivering customized investment management and multi-generational family office services to individuals, families, institutions and foundations.

Full service certified minority broker-dealer. Topeka Capital Markets is a full-service broker-dealer offering agency-only trading of domestic and international equities for a wide range of institutional investors. Our talented team of traders, sales traders, and research analysts has an average of nearly 20 years of experience. Each member of our…

Grupo Financiero Ve por Más is a young bank, one hundred percent Mexican, specialized and edgy with great drive, strength and passion; formed by a group of investors with tradition, recognition and commitment to the financial sector in Mexico. The shareholders and staff that make up our Financial Institution have experience, strength and maturity…

Castle Creek LifeScience Partners LLC, a registered investment adviser located in Beverly Hills, California, has managed a long/short portfolio of public biotechnology stocks since January 1999. It currently utilizes three different long/short investment strategies in the biotechnology arena. The investment manager performs detailed fundamental…

Buechler Capital Asset Management, Llc is a financial investment advisory firm headquartered in La Jolla, California. The firm manages 29 accounts totaling an estimated $19.1 Million of assets under management. Buechler Capital Asset Management, Llc's 1 employees help advise 11-25 clients.

Founded in 1994, but with roots going back to the late 1970’s and early 1980’s, we have been an established presence in independent research and investment management for over 25 years. We are an independently owned and operated investment boutique that adheres to a long-term, contrarian, fundamental value investment philosophy that the founders…

Akahi Capital Management, LLC is a firm offering financial services in San Francisco, CA. This firm's primary clients are other pooled investment vehicles.

Manitou Investment Management is a private investment management firm dedicated to successfully managing the wealth of individuals and their families. Our central mission is to protect and build our clients' capital by achieving superior long-term investment results. To ensure the highest standard of service, we focus on a limited number of…

Based in Dallas, Texas, HM Capital Partners is a sector-focused private equity firm that primarily makes control investments in the energy and food industries, where the Firm has extensive experience, relationships and access to differentiated deal flow. HM Capital seeks to implement its Change Capital strategy through strong management, organic…

Long only small cap value mutual fund with nearly 1 billion in assets.

Value focused asset manager. Metropolitan West Capital Management, LLC operates as an investment management firm. The Company offers portfolio construction, risk management, financial planning, and investment advisory services to individuals, institutions, trusts, and private clients. Metropolitan West Capital Management serves customers globally.

We are a national management consulting firm that serves a broad mix of private, public and non-profit sector institutions. We help our clients make significant and lasting improvements to their performance while identifying and realizing their most important goals.

We believe that success in the 21st century will require judicious attention to financial management, and Forward View Consulting is a business built upon a financial research foundation. You might say that finance is in our company’s DNA. Thus, Forward View offers a range of financial consulting services to two distinct markets: financial…

Investment management and research firm with approx. $310 million in assets under management.

We offer a full range of quantitative resources designed to assist investment managers in making more informed, more efficient decisions.

Decision-support software for custom equity derivatives strategies

Goldman Sachs provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Investment Banking…

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business…

Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional…

Wells Fargo & Company (NYSE: WFC) is an American multinational diversified financial services company with operations around the world. Wells Fargo is the fourth largest bank in the U.S. by assets and the largest bank by market capitalization. 4 Wells Fargo is the second largest bank in deposits, home mortgage servicing, and debit card. In…

Barclays Investment Bank (trading as Barclays, formerly Barclays Capital) is a British multinational investment bank headquartered in London, United Kingdom and a division of Barclays. It provides financing and risk management services to large companies, institutions and government clients. It is a primary dealer in U.S. Treasury securities and…

Credit Suisse operates in three global divisions – Private Banking, Investment Banking and Asset Management. The three divisions are supported by Shared Services. Private Banking Credit Suisse provides comprehensive advice and a broad range of wealth management solutions tailored to the needs of high-net-worth individuals globally as well as…

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. We combine our wealth management, investment banking and Asset Management businesses with our Swiss operations to deliver superior financial solutions. Headquartered in Zurich and Basel, Switzerland, UBS has…

Jefferies, a global securities and investment banking group, has served companies and their investors for nearly 50 years and operates in 30 cities around the world. We provide world-class investment banking, sales & trading, research and Asset Management to a diverse range of corporate clients, institutional investors and high net worth…

BMO Capital Markets is a leading, full-service North American financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and…

BNP Paribas S.A. is a global banking group, headquartered in Paris, with its second global headquarters in London. In October 2010, BNP Paribas was ranked by Bloomberg and Forbes as the largest bank and largest company in the world by assets with over US$3.1 trillion. It was formed through the merger of Banque Nationale de Paris (BNP) and Paribas…

RBC Capital Markets is a Premier Investment Bank that provides a focused set of products and services to institutions, corporations, governments and high net worth clients around the world.

Société Générale S.A. is a large European Bank and a major Financial Services company that has a substantial global presence. The three main divisions are Retail Banking & Specialized Financial Services (particularly in France and Eastern Europe), Corporate and Investment Banking (Derivatives, Structured Finance and Euro Capital Markets) and…

With more than 3,500 people in 13 offices around the world, TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients who choose us for our knowledge, innovation and experience in the following key areas of finance: Investment and Corporate Banking Capital Markets Interest Rate,…

Scotiabank, through our Global Banking and Markets division, provides corporate and investment banking and capital markets products and services to corporate, institutional and government clients around the globe. We have over 30 offices globally and more than 300 relationship managers organized around industry specialties. Our global operations…

FMR LLC or Fidelity Investments is an American multinational financial services corporation one of the largest mutual fund and financial services groups in the world. It was founded in 1946 and serves North American investors. Fidelity Ventures is its venture capital arm. Fidelity International Limited (FIL), was an international affiliate founded…

SunTrust Robinson Humphrey is the full-service corporate and investment banking arm of SunTrust Banks, Inc. and is headquartered in Atlanta, Georgia. We provide comprehensive capital raising, strategic advisory, risk management, and investment solutions to serve the needs of corporate clients across the nation. We also offer fixed income and…

Baird is an employee-owned investment banking, wealth and Asset Management and private equity firm with assets of more than $88 billion. With more than 2,600 employees, Baird has offices in the United States, Europe, and Asia, and is one of the largest privately held, full-service investment firms in the United States.

At Key, we focus on you, your company and your industry. In that order. We offer traditional banking products such as credit and cash management provided through KeyBank to capital markets products and services such as raising capital and M&A advisory provided through KeyBanc Capital Markets Inc. We have the capabilities and expertise to move…

Stifel Nicolaus and Company, Inc., incorporated in 1923, is the largest subsidiary of Stifel Financial Corporation and is a member of Securities Investor Protection Corporation (SIPC). The parent company has several subsidiaries. Stifel Financial Corporation was formed as a holding company in 1983 and listed on the New York Stock Exchange, (NYSE:…

State Street is a leading financial services provider serving some of the world’s most sophisticated institutions. State Street offers a flexible suite of services that spans the investment spectrum, including investment management, research and trading, and investment servicing. State Street Global Advisors (SSgA) is the Asset Management business…

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions.

Citadel LLC (formerly known as Citadel Investment Group, LLC) is a global financial institution based in Chicago, Illinois. Founded in 1990 by Kenneth C. Griffin, the firm today deploys capital across multiple asset classes and strategies.2 Current activities also include equity and options market-making Citadel Asset Management manages $11bn in…

Mizuho Financial Group, Inc. abbreviated as MHFG, or simply called Mizuho is a banking holding company headquartered in the Ōtemachi district of Chiyoda, Tokyo, Japan. The name "Mizuho (瑞穂?)" literally means "abundant rice" in Japanese and "harvest" in the figurative sense. It holds assets in excess of $1.44 trillion US dollars through its control…

Prudential Financial companies serve individual and institutional customers worldwide and include The Prudential Insurance Company of America, one of the largest life insurance companies in the U.S. These companies offer a variety of products and services, including life insurance, mutual funds, annuities, pension and retirement-related services…

UBS has several major divisions, offering products and services to numerous clients. These divisions include wealth management, asset management, investment banking, and retail banking. UBS wealth management covers both high net worth and ultra high net worth individuals. The division’s financial advisors work with clients to understand the…

China International Capital Corporation (CICC; 中国国际金融有限公司) is one of China's largest investment banking firms. Founded by Morgan Stanley and China Central Huijin (the investment arm of China's sovereign wealth fund), the company offers financial services including mergers and acquisitions advisory, brokerage, underwriting, research, Asset…

Fifth Third Bank provides personal, business, and commercial banking products and services in the United States. Its personal banking products and services include checking and savings accounts, credit and debit cards, gift cards, Internet and mobile banking services, mortgages, equity lines and loans, vehicle financing, student loans, and…

American Express is a global service company, providing customers with exceptional access to products, insights and experiences that enrich lives and build business success. Each day, American Express makes it easier, safer and more rewarding for consumers and businesses to purchase the things they need and for merchants to sell their goods and…

National Bank Financial is among the top investment dealers in Canada, and the undisputed leader in Quebec, with annual revenues in excess of $2.0 billion. NBF is a truly integrated firm, combining institutional brokerage, investment banking, corporate finance and securities clearing services with retail advisory and brokerage services. The Firm…

Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm’s strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The…

Commerzbank Aktiengesellschaft provides banking and financial services to private and corporate customers primarily in Germany, rest of Europe, the United States, and Asia. It accepts savings deposits and time deposits; and offers current accounts, as well as wealth management services, such as Asset Management and advisory services. The company…

JMP Securities is a full-service investment bank that provides equity research, institutional brokerage and investment banking services to public and private growth companies and their investors. Headquartered in San Francisco, JMP Securities was founded in January 2000 in response to the consolidation of established independent research boutiques…

At D.A. Davidson Companies, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way — leveraging our nationally-recognized research,…