Charles Schwab

Leonard Green & Partners is a private equity firm with more than $3 billion in equity capital under management. Founded in 1989, the firm has invested in more than 30 companies with aggregate value of more than $18 billion. Located in Los Angeles, LG&P invests in established companies that are leaders in their markets. It works with investment bankers, business brokers and other intermediaries to source investment opportunities. It also partners with management through operational improvements, acquisitions, financial engineering and other strategic initiatives. The company structures transactions to meet the needs of all parties involved. Types of investments that it has completed in the past include public-to-private transactions, recapitalizations of privately held businesses, growth capital, equity capital to facilitate acquisitions, turnarounds and restructuring investments and acquisitions of divisions and assets from large corporations.

Welcome to Merrill Lynch in Newport Beach, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Canterbury Consulting, founded in 1988 and located in Newport Beach, Calif., is a consulting firm. It has office locations throughout the United States, including Seattle. The firm offers a full range of consulting services, including tax constraint analysis, single stock and concentration planning, estate structure analysis and philanthropic planning. It also offers portfolio assessment, asset allocation planning, investment implementation, performance measurement, and client meeting and education. It offers services to wide variety of industries, such as corporations, education centers, family offices, high net worth individuals, nonprofit organizations, public funds and religious institutions. Canterbury Consulting also handles various accounts, such as corporate accounts, benefit plans, endowments and operating funds.