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Forum Partners Investment Management LLC is a Private Equity firm, a subsidiary of Forum Holdings Ltd. founded in 2002 by Caroline S. McBride. Forum Partners Investment Management LLC is headquartered in Old Greenwich.

Baker Tilly Beers & Cutler LLC provides accounting and consulting services. It offers accounting and assurance, business advisory, business process and international, state, and local tax consulting, cost segregation, estate planning, internal audit, mergers and acquisitions, royalty and franchise services, and strategic, wealth, and succession planning. The company was founded by John Cutler and Jim Beers in 1976 and is headquartered in Vienna, VA.

La Française Forum Securities Ltd. is an investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2009 and is a subsidiary of La Française Asset Management SAS, ultimately owned by Grupo Crédit Mutuel in France. La Française Forum Securities provides investment solutions to various type of investors.

Founded in 1992, Source Capital Group, Inc. is an investment bank and broker/dealer located in Westport, Connecticut with additional offices in New York City, Scottsdale, Arizona, Pasadena, California, West Hartford, Connecticut, Lighthouse Point, Florida, Aiea, Hawaii, Bowling Green, Kentucky and Marlborough, Massachusetts. The firm's investment banking activities focus on small- to medium-sized transactions. They also offer services related to general securities, emerging market securities, distressed and high yield debt securities, investment management, mortgages and business lending. Through their trading desk, Source Capital provides access to a wide variety of investment products including: common stocks, preferred stocks, convertible stocks and bonds, options, municipal bonds, corporate bonds, U.S. Treasuries and agencies, high yield bonds, money market funds, load and no-load mutual funds, closed-end funds, unit investment trusts, CDs, annuities, foreign stocks (ADRs and GDRs), ETFs and others. Source Capital Group is a member of the NASD and the SIPC.