Bill Gorman

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Merlin Ventures (Merlin Ventures) is a venture capital firm founded in 1997 by David Phelps. The firm is headquartered in Tysons, Virginia.

Shamrock Capital Advisors LLC (Shamrock Capital Advisors) is a private equity firm founded in 1978 by Roy E. Disney and Stanley Gold. The firm is headquartered in Los Angeles, California.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

True Partners Consulting LLC engages in the provision of tax and business advisory services. It offers accounting, federal tax, flex staffing, and tax risk management. The company was founded by Cary D. McMillan in 2005 and is headquartered in Chicago, IL.

Northstar Capital LLC (Northstar Capital) founded in 1993 by Scott L Becker and Douglas E. Mark. The firm is headquartered in Minneapolis, Minnesota.

National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997.

MidWestOne Bank state chartered commercial bank. It offers banking, borrowing, business, investment, trust and insurance services. The company was founded in and is headquartered in Iowa City, IA.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types.

PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA.

Flare Capital Management Co LLC (Flare Capital Management) is a venture capital firm founded in 2000 by Bill Geary and Michael Greeley. The firm is headquartered in Boston, Massachusetts.

Ernst & Young LLP is a professional services firm based in New York, NY. The private company operates in various industries and provides a range of services to its clients.

Alleghany Capital Corp. sources, executes, and oversees the private capital investments and acquisitions of Alleghany Corporation. It focuses on industrial and non-industrial investments and acquisitions for its parent entity. The company was founded in 1993 and is headquartered in New York, NY.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Forvis LLP is a public accounting firm that provides assurance, tax, and consulting services in all 50 states and internationally. The private company is based in Charlotte, NC and has subsidiaries in the United States. The company's goal is to provide an unmatched client experience® to their customers. Forvis was founded in 2020 and the CEO is Tom Watson.

Myriad Gardens Foundation operates as a charitable foundation for botanical gardens. The non-profit company is based in Oklahoma City, OK.

A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Fortalice Solutions LLC develops cyber security solutions. It provides services in the area of business protection, government protection and speaking engagements. The company was founded by Theresa Payton and vince Crisler and is headquartered in Charlotte, NC.

Oxer Capital, Inc. (Oxer Capital) is a private equity firm founded in 2014 by Frank J. Capella, Daniel D. Phlegar and Mark Taylor Bahlmann. The firm is headquartered in Columbus, Ohio.

The Association of International Certified Professional Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The joint venture company is based in Durham, NC and has subsidiaries in the United Kingdom and United States. The organization is a leading authority in the field of accounting and finance, advocating for the profession, public interest, and business sustainability.