Alissa Kaiser

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas.

Entrust, Inc. provides software security solutions. Its products include authentication and identity assurance, public key infrastructure and entrust cloud. The firm’s solutions include Mobile Security, Cloud Services, Strong Authentication, Physical and Logical Access, Certificate Management, Certificate Management, Secure Email and Citizen eID. The company was founded in 1994 and is headquartered in Katy, TX.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

RevTech Ventures LLC (RevTech Ventures) is a venture capital firm founded in 2011 by David Matthews, Mike Whitaker, Gabe Bass and Kraettli Lawrence Epperson. The firm is headquartered in Dallas, Texas.

EnTouch Controls, Inc. engages in the provision of smart building solutions and managed services. It offers enterprise visibility, connectivity and control, and asset optimization solutions. It serves retail, restaurants, commercial real estate, hospitality, healthcare, and education industries. The company was founded by Iftekhar Hasan, James Walton and Greg Fasullo and in 2008 and is headquartered in Richardson, TX.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Eltek Valare AS develops power supply systems for telecommunications. The company provides site survey, planning, project management, installation and commissioning, preventive maintenance and on-site services. The firm was founded in 1971 and is headquartered in Drammen, Norway.

Valere Power, Inc. provides power systems for the telecommunication industry. It is an AC-DC power system company that reduces power dissipation, system size, simplify installation and offer advanced remote monitoring for telecommunication service. The company was founded by Greg Fasullo, Vito Savino, and Andy Marsh in January, 2001 and is located in Richardson, TX.

Catalyst Acoustics Holdings, Inc. functions as an investment holding company. The company is headquartered in the United States.

Kele, Inc. supplies building automation products and services. The firm offers automated products for commercial input and output systems. Its products include transmitters, sensors, switches, gauges, transformers, actuators, relays, and transducers. The company was founded by Roger Johnson and Ronnie Randall in 1983 and is headquartered in Memphis, TN.

Wellington Insurance Group, Inc. provides insurance services. It offers accident, burglary and theft, fidelity, fire, health, and marine insurance services. The company was founded in 1986 and is headquartered in Fort Worth, TX.

Wellington Insurance Group, Inc. (Investment Portfolio) (Wellington-IP) is the investment portfolio division of Wellington Insurance Group, Inc., an insurance company headquartered in Fort Worth, Texas. Formerly known as Wellington Insurance Co., the firm is a subsidiary of Truist Financial Corp. (NYSE: TFC). They specialize in the delivery and administration of residential property insurance. Wellington-IP manages the investment portfolio of insurance clients.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Socrates Health Solutions, Inc. focuses on the development and marketing of non-invasive blood glucose monitor and value-added integrated software solutions. Its products include Companion Single Read and Companion Continuous Monitor and Lifestyle. The company was founded by Scott J. Smith in 2013 and is headquartered in Dallas, TX.

WIG Holdings, Inc. operates as a holding company. The company is headquartered in Fort Worth, TX.

Pearl Abrasive Co. develops and designs abrasives, diamond cutting products and related tools and accessories. The company offers entertainment and automotive enthusiast products, lubricating systems, auxiliary plastic processing and heat exchange equipment. Its products include diamond cutting wheels, chemicals, power tools and related products for stone fabricators, tile installers and construction contractors. The company was founded by Max Pearlman in 1968 and is headquartered in Los Angeles, CA.

Freestone Partners LLC (Freestone Partners) is a private equity firm founded in 2001 by Jim D. Briggs, George L. Clark, and Mark E. Leyerle. The firm is headquartered in Houston, Texas.

TPG Sixth Street Partners LLC (TPG Sixth Street Partners) is a private equity and venture capital firm founded in 2009 by Alan Samuel Waxman and Joshua William Easterly. The firm is headquartered in San Francisco, California.

Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas.

Stadia Ventures LLC (Stadia Ventures) is a venture capital firm founded in 2015 by Art Chou and Tim Hayden. The firm is headquartered in St. Louis, Missouri.

Hatzimemos/Libby Holdings LLC (H/L Ventures) is a venture capital firm founded in 2009 by Eric Hatzimemos and Oliver B. Libby. The firm is headquartered in New York.

Exigent Alternative Capital LLC is an Independent Venture Capital firm founded in 2009 by Eric Brian Davis and Eliezer Avraham Brender. Exigent Alternative Capital LLC is headquartered in New York.

CoreLink LLC manufactures surgical instruments and implants in a variety of medical fields. It offers anterior, posterior lumbar and cervical, minimally invasive, and biologics. The company was founded by Jay William Bartling in 2007 and is headquartered in St. Louis, MO.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

DxUpClose, Inc. develops a point-of-care bacterial diagnostic antibiotic sensitivity test. The company was founded by Cyndi Nickel, James Biard and Clois Powell and is headquartered in Frisco, TX.

GranQuartz LP manufactures and distributes stone tools and supplies for the natural stone and title industries. The firm provides diamond abrasives such as anchoring products, silicon carbide grinding wheels, auto edge machines, and bridge saw blades. It also offers power tools, including accessories, anchoring machines, bridge saws, die grinders, drilling and dust control products, edge chiseling machines, flute grinding and polishing systems, grinders, handheld saws, jet sticks, planetary polishers and polishers, radial arm machines, routers, sanders, stone recycling equipment and water filtration systems. The company was founded in 1971 and is headquartered in Norcross, GA.