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Credit Suisse Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

IA Capital Group Inc (IA Capital Group) is a venture capital firm founded in 1992. The firm is headquartered in New York.

Lehman Brothers Holdings, Inc. was a global financial services firm. Prior to declaring bankruptcy in 2008, Lehman was the fourth-largest investment bank in the US (behind Goldman Sachs, Morgan Stanley, and Merrill Lynch), doing business in investment banking, equity and fixed-income sales and trading (especially U.S. Treasury securities), research, investment management, private equity, and private banking. On September 15, 2008, the firm filed for Chapter 11 bankruptcy protection following the massive exodus of most of its clients, drastic losses in its stock, and devaluation of its assets by credit rating agencies. Lehman's bankruptcy filing is the largest in US history and played a major role in the unfolding of the late-2000s global financial crisis. The next day, Barclays announced its agreement to purchase Lehman's North American investment banking and trading divisions along with its New York headquarters building. A revised version of that agreement was approved by the US Bankruptcy Court and the next week, Nomura Holdings announced that it would acquire Lehman Brothers' franchise in the Asia-Pacific region, including Japan, Hong Kong and Australia, as well as Lehman Brothers' investment banking and equities businesses in Europe and the Middle East. The deal became effective on October 13, 2008.