Forrest Cherry

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

IDEA Fund Partners LLC (IDEA Fund Partners) is a venture capital firm founded in 2007 by David P. Rizzo, John Cambier and Lister Delgado. The firm is headquartered in Durham, North Carolina.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

Triangle Capital Corp. is a private equity investment arm of Triangle Capital Corp. (NasdaqGS: TCAP) founded in 2006 at Raleigh, North Carolina. Triangle is an internally-managed business development company that provides customized financing solutions for lower middle-market companies throughout the US.

Aether Investment Partners LLC (Aether Investment Partners) is a private equity firm founded in 2008 by Sean A. Goodrich and Troy R. Schell. The firm is headquartered in Denver, Colorado.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Michigan Ross Zell Lurie Institute / Venture Capital/ (Zell Lurie Institute) is a venture capital subsidiary of Zell Lurie Institute for Entrepreneurial Studies Studies founded in 1997 by Samuel Zell, Ann Lurie and Robert H. Lurie. The firm is headquartered in Ann Arbor, Michigan.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Cortec Group Management Services LLC (Cortec Group) is private equity firm founded in 1984 by Richard Scott Schafler. The firm is headquartered in New York.

Banker's Toolbox, Inc. engages in the provision of bank secrecy act and anti-money laundering compliance solutions. It solutions include AML (anti-money laundering) compliance software, fraud prevention, CRE (commercial real estate) loan stress testing, secure wire transfer automation, suspicious activity monitoring services. The company was founded by Daniel Cho in 2000 and is headquartered in Austin, TX.

CJS Securities, Inc. is an independent, registered broker-dealer headquartered in White Plains, New York. The firm was founded by Arnold Ursaner in 1998. CJS Securities seeks to identify quality Small-cap companies that may be inefficiently priced in the market due to lack of research coverage, or a material change in the business. The firm actively follows several stocks that span a number of sectors/industries. They are generalists, not "industry analysts," and therefore tend to seek companies that do not typically slot into traditionally "ranked" categories. Their in-depth basic reports are designed for long-term oriented institutional investors.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

CenterHarbor Canapi Ventures Investment Advisor LLC (Canapi Ventures) is a venture capital subsidiary of Live Oak Bancshares, Inc founded in 2018 by Neil Underwood and Walker Forehand The firm is headquartered in Washington, District of Columbia.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Golden State Bank operates as commercial bank. Its services include online banking, business banking and personal banking. The firm also offers loans and mortgages, including consumer loans, automobile financing, equipment loans, home improvement loans, home equity loans, overdraft lines of credit, and commercial loans. The company was founded on August 6, 2003 and is headquartered in Glendale, CA.

Castle Creek Capital LLC (Castle Creek Capital) is a private equity firm founded in 1990 by John Eggemeyer and William Ruh. The firm is headquartered in San Diego, California with additional office in Dallas.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Headline Asia is an Independent firm founded in 2014. The firm is headquartered in San Francisco.

Blackford Capital LLC (Blackford Capital) is a private equity firm founded in 1999 by Martin W. Stein. The firm is headquartered in Grand Rapids, Michigan with an office in Hong Kong.

Trajectory Capital LLC (Trajectory Capital) is a venture capital firm founded by Peter Bordes, Paul Sethi, Michael Frankel. The firm is headquartered in New York.

Deloitte Touche Tohmatsu India Pvt Ltd. provides accounting and financial advisory services. The company is headquartered in Mumbai, Inida.

Height Analytics LLC is an investment research firm headquartered in Washington, DC. The firm was founded by John Akridge and Andrew Parmentier in 2008 and they are a subsidiary of Height Capital LLC. Height Analytics provides differentiated and comprehensive insights to help clients make key investment and operational decisions. They bring a quantitative and market-centric approach to policy analysis, finding opportunities free of the rigidity of a defined coverage list.

Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy.

Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs.

Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul .

Nova Infrastructure Management LLC (NOVA Infrastructure) is a private equity firm founded in 2018 by Christopher R. Beall and Allison Kingsley. The firm is headquartered in New York.

BuzzFeed, Inc. operates as a social news and entertainment company. It offers an online service that keeps track in real-time and highlights new content. The firm provides information in the categories of culture, movies, music, television, celebrity, style, food, politics, business, sports, and science and technology. The company was founded by Jonah H. Peretti and John S. Johnson III in 2006 and is headquartered in New York, NY.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.