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Millennium Advisors is a technology-driven broker-dealer specializing in executing fixed income securities transactions. They are located in Charlotte, NC and are one of the leaders in trading corporate bonds on all major electronic trading platforms.
Bertram Capital is a Northern California-based private equity firm focused on investing in middle-market business services, consumer, industrial/manufacturing and technology companies. Bertram typically allocates $25-$100 million to each investment. Since the firm`s inception, Bertram has managed in excess of $1.4 billion in committed capital. Bertram Capital has distinguished itself in the private equity community by successfully combining venture capital operating methodologies with private equity financial discipline to transform middle market companies into market leaders. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering. Instead, the firm is keenly focused on reinvestment to achieve the growth and expansion that will cement a company`s longer term market position and ensure its ultimate success. Bertram specifically targets situations that offer the opportunity to apply The Bertram Capital High Five sm, a proprietary, strategic framework for facilitating rapid, profitable growth (The High Five principles - Management, Distribution, Intellectual Property, Acquisitions, Outsourcing).
Aurora Financial Group is a Portland, ME-based company in the Financial Services sector.
Union Solutions Inc is a San Leandro, CA-based company in the Financial Services sector.
IDG Technology Venture Investment is a Santa Clara, CA-based company in the Financial Services sector.