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Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Suffolk Capital Management, LLC is a registered investment advisor located in New York City. The firm was organized in 1991 as a privately held institutional asset manager. In 1994, Suffolk became a affiliate of United Asset Management, a US financial services holding company, which was acquired in 2000 by Old Mutual plc (LSE: OML). In 2002, Suffolk became a wholly-owned subsidiary of Ohio National Financial Services, Inc. In January 2017, Suffolk completed repurchasing their shares from Ohio National. Once again, Suffolk operates independently as an employee owned firm. The firm provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, registered mutual funds, trust programs, and other corporations or other businesses.