David Merritt

Provides auditing, tax and advisory services

GKM Advisers invests in high-quality, growing companies that are trading at reasonable valuations. The firm typically holds their investments for many years, with the goal of minimizing taxes and transaction costs. GKM employs top-down analysis of global and national economics to identify structural changes and trends that impact the financial marketplace. They also examine industry and sector performance and company fundamentals. For clients seeking real growth of assets, GKM uses equities are their primary investment vehicle. The firm uses fundamental analysis to identify growth companies that are reasonably priced and have the potential for above average returns over an extended period of time. They take a continuous macro view of the US and the world, focusing on economic implications and searching for catalysts that drive perception and change in the economy. GKM invests in industry-leading companies that are operating in positive sectors. The firm looks for companies with historic profitability and earnings momentum that are producing real growth in demand for their products and services. They also look for companies with strong and under-leveraged balance sheets. GKM seeks to identify franchises as early as possible. Portfolios are diversified by sector and market-cap size to reduce stock-specific risk. Though not limited by sector, market-cap or geography, GKM tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm also invests in Europe, the Middle East and Asia. GKM maintains a low turnover rate. The GKM Growth Fund is a no-load mutual fund that seeks long term capital appreciation. The Fund employs a GARP investment style and usually invests in a diversified portfolio of common stocks from small-, mid- and large-cap companies. Stocks are selected through fundamental analysis of a company's financial reports and other public records. GKM looks for stocks having all or some of the following characteristics: (1) strong earnings growth (2) reasonable valuations (3) quality management and (4) financial strength and stability. While the Fund invests across a range of industries, certain sectors may be overweighted compared to others because GKM seeks the best investment opportunities regardless of sector. The sectors in which the Fund may be overweighted will vary at different points in the economic cycle. At times, a portion of the Fund may be invested in new issuers. A security may be sold if GKM's research indicates that there has been deterioration in the company's fundamentals or growth potential.

Founded in 1989, Harris Nesbitt Gerard, formerly Gerard Klauer Mattison, is an investment bank and broker/dealer located in New York City with additional offices in Boston, Chicago and San Francisco. The firm is a division of BMO Capital Markets (United States) and their ultimate parent is the Bank of Montreal (NYSE, TSX: BMO). Their services include US equity research, sales and trading, equity and debt underwriting, corporate lending/project financing, M&A advisory services, merchant banking and cash management services. Harris Nesbitt Gerard's research focuses on the consumer, healthcare and technology sectors.

Functions as a College/University

Provides broadband communications services

Provides concrete work services

Owns and operates a chain of restaurants

BC Partners focuses on leading buy-outs of larger businesses in the region and selectively outside Europe through its established network of offices in London, Paris, Hamburg, Milan and New York. The firm is an active, long-term manager that concentrates on large, multi-country transactions which typically have significant operations in Europe even when the principal place of business is elsewhere. They target a small number of companies, seeking a seat on the board of directors and partnering with management to implement the business plan and identify opportunities for value creation. BC Partners typically invests in high quality businesses which enjoy strong competitive positions in their industry. They focus on business fundamentals rather than sector specialization, placing particular value on pricing or cost leadership, demonstrated resilience to cycle downturns, profit improvement potential, and a high quality management team. The firm can invest over €2 billion per transaction and can contribute significant financial reserves to grow an acquired business.

Provides assisted living and retirement community services