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- Peter J. Solomon Company – Investment Banking Firm
- Crito Capital LLC – Broker-dealer/private placement agent
- JDAG Ventures – Market Analytic Solutions
- Three Keys Holdings, LLC – Investment Banking Firm
Hedge Funds and Private Equity:
- Financial Edge Fund, L.P. – Hedge Fund
- Northstar Partners, L.P. – Hedge Fund
- Raffles Associates L.P. – Hedge Fund
- Wynnefield Capital Small Cap Value, LP – Hedge Fund
- J.M. Hartwell – Hedge Fund
- SF Capital Group, LLC
- iGxG Management, LLC
- SRK Management LLC
Retail and Consumer:
- Strategic Brand Investments, LLC – Consulting Partner to Lifestyle Brands
- The Art of Shaving, LLC – Manufacturer and Retailer of Premium Shaving Products
- Publishers Weekly – Preeminent Trade Magazine in Publishing Field
- Dransfield and Ross Ltd. – Luxury Home Accessories
- Alexandre de Paris—U.S. Licensee of Luxury French Hair Accessories
- Gaucho Group, Inc. – luxury products/e-commerce
- Algodon Wines and Luxury Development – International Real Estate Development, Boutique Hotels and Vintner
- World Solutions LLC (formerly known as International Biscuits & Confections, LLC) – Bakery Products Wholesaler
- Nature’s Intent – Healthy Snacks Wholesaler
- David Overton – the founder of The Cheesecake Factory Restaurants
- Robert Mankoff -The New Yorker Magazine Cartoon Editor
- Casa Kids – Custom Furniture Concepts
- The Cooke Wax Partnership – Social Media Advertising Firm
- Tennisport, Inc. – Tennis Facilities and Products
A Select List of Hedge Funds and Private Equity Clients:
- Alloy US Long/Short, LP
- Anbec Partners, LP
- Cerulean Multi-Asset Event Fund, L.P.
- Financial Edge Fund, L.P.
- Hartwell Capital Partners, LP
- Margin of Safety Fund, L.P.
- North Trail Partners, LP
- Raffles Associates, L.P.
- Solaris Capital Partners II, LP
- Wynnefield Partners Small Cap Value Fund L.P.
- Alpine Lake Partners, LP
- Caisson Breakwater Global Opportunity Fund, LP
- Disciplined Investor Fund, LP
- Goodbody/PL Capital, L.P.
- Innovus Partners, LP
- Nine Wells Capital Partners, LP
- Precision Path Partners, LP
- SPAG Dynamic Equities, LP
- Weiller Value Fund, L.P.
- Wyvern Medical Fund, L.P.