David Meyer

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Dex Media, Inc. provides print and online telephone directories. The company was founded in 1961 and is headquartered in Dallas, TX.

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Entrada, Inc. develops a healthcare technology platform for clinical documentation and data interchange services. It offers web-based technology platform for clinical documentation and data exchange that helps medical groups adopt and use electronic health records without losing physician productivity. The firm’s system also simplifies the challenges that hospitals and ambulatory surgery centers face in completing surgical notes, progress notes, and discharge summaries and sharing them with attending physicians for approval. The company was founded by Alexander Poston in 2010 and is headquartered in Brentwood, TN.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Altitude Ventures (Altitude Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Nashville, Tennessee.

Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Spiras Health, Inc. is a clinical provider of care at home and other health-related services to individuals with complex, chronic needs. The company is based in Brentwood, TN. The company's approach to care delivery includes a combination of home-based services, telehealth, 2-way digital communications, and remote patient monitoring with a focus on reducing costs associated with avoidable hospital utilization. The company identifies and assess members with an elevated probability of avoidable costs, develop actionable plans of care, and address barriers including social determinants of health. Spiras Health optimizes engagement and activation by building trusting relationships. The company was founded by Brook Bishop. Scott Andrew Bowers has been the CEO of the company since 2021.

Clearwater Compliance LLC provides health care compliance and cyber risk management services for hospitals and health systems. Its services include Clearwater cyber risk, HIPAA risk analysis workshop, HIPAA privacy and breach notification assessment workshop, risk response workshop and HIPAA security assessment workshop. The company was founded by Robert Chaput in 2009 and is headquartered in Nashville, TN.

Part of Nintex Global Ltd., Nintex UK Ltd. is a market leader in end-to-end process intelligence and workflow automation. The company is based in London, UK. The British company helps businesses manage, automate, and optimize their processes with no code. The company was founded in 2012. The CEO is Eric Johnson.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

Symbiosis Capital Management LLC (SymBiosis) is a venture capital firm founded in 2019. The firm is headquartered in Bentonville, Arkansas.

WIT LLC is a family offices headquartered in Washington, DC. The firm is owned by Walton Enterprises LLC and they manage the assets of the Walton family and their related entities.

The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY.

Cystic Fibrosis Foundation is a donor-supported non-profit organization which focuses in the search for a cure for cystic fibrosis. The foundation funds cystic fibrosis research. It also supports and accredits a national care center network recognized by the National Institutes f Health as a model of care for a chronic disease. The company was founded in 1955 and is headquartered in Bethesda, MD.

Agilon Health Topco, Inc. functions as an investment fund. The private company is based in Long Beach, CA. The company was founded in 2016. Steve Sell has been the CEO of the company since 2020.

Clayton, Dubilier & Rice LLC (Clayton, Dubilier & Rice) is a private equity subsidiary of Clayton, Dubilier & Rice Holdings LP founded in 1978 by Joseph L. Rice. The firm is headquartered in New York.

RSV QOZB LTSS, Inc. engages in the development of GPS software solutions. The company is headquartered in Nashville, TN.