Jeremy Harkey

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.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

CBRE Investment Management, LLC (CBRE Investment Management) is a is a global real estate investment management firm headquartered in Los Angeles, California. The firm was formerly known as CB Richard Ellis Investors LLC. They are a subsidiary of CBRE Group, Inc. (NYSE: CBG).

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.

Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado.

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.

Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Boston Millennia Partners (BMP) is a private equity and venture capital subsidiary of Glen Ventures Management, Inc founded in 1997 by Dana Callow. The firm headquartered in Boston, Massachusetts.

Curri, Inc. engages in the development and operation of a one-stop shop platform for supply stores. The company was founded by Brian Matthew Gonzalez and Matthew Richard Lafferty and is headquartered in Ventura, CA.

Arcano Asesores Financieros SL provides financial advisory services. It operates through its business division including; investment banking, asset management, and wealth management. The company was founded by Alvaro de Remedios in 2003 and is headquartered in Madrid, Spain.

Part of Intercorp Peru Ltd., Inteligo USA, Inc. is a company that provides investment advice. The company is based in New York, NY and was founded in 2019.

Navigant Cymetrix Corp. provides revenue cycle management solutions, consulting services and proprietary business intelligence to healthcare organizations. It provides comprehensive revenue cycle management solutions, consulting services and proprietary business intelligence, eligibility and financial counseling, comprehensive self-pay, clinical documentation integrity, coding, payment variance review, accounts receivable management and physician solutions to healthcare organizations and hospital-affiliated physician practices. The company was founded in 2001 by Michael Halberda and Jeffrey MacDonald and is headquartered in Irvine, CA.

Axiom Asia Private Capital Pte. Ltd. (Axiom Asia) is a private equity firm founded in April 2006 by Yewhong Goh and Chihtsung Lam. The firm is headquartered in Singapore.

Only What You Need, Inc. manufactures plant based nutrition food products. The firm products include plant-based protein shakes, and ultimate wellness protein powders. The company was founded by Kathryn Moos and Jeff Mroz and is headquartered in Fairfield, NJ.

Optimal Dynamics, Inc. provides AI to the supply chain and logistics industry. The company is headquartered in Thousand Oaks, CA.

Vector AI Ltd. develops software solutions. The firm offers catch compliance risks, automate financing decisions and optimize regulatory reporting services. The company was founded by James Coombes and Nisarg Mehta in 2017 and is headquartered in London, the United Kingdom.

Cypress.io, Inc. develops end-to-end automation framework for web applications. It is a software company which operates test engine that runs unit and integration tests in browser. The company was founded by Brian Mann and Kent Randall in 2015 and is headquartered in Atlanta, GA.

Samsung Next LLC is a Private Equity/Venture Capital firm, a subsidiary of Samsung Electronics Co., Ltd. founded in 2013. Samsung Next LLC is headquartered in Mountain View with additional offices in Suwon and Berlin.

Webster Equity Partners LLC (Webster Equity Partners) is a private equity firm founded in 2003 by Donald Steiner and Andrew McKee. The firm is headquartered in Waltham, Massachusetts.

Automotive Ventures LLC (Automotive Ventures) is a venture capital firm founded in 2014 by Steve Greenfield. The firm is headquartered in Atlanta, Georgia.

DealerScience LLC develops digital software tools for the automotive industry. Its products include desking tools, website plugins and payment search. The company was founded by Andrew Gordon in 2011 and is headquartered in Boston, MA.

Gastro Care Partners Management Co. LLC is a national partner for successful regional gastroenterology practices. Based in Colorado Springs, CO, and with subsidiaries in the United States, GCP provides a full spectrum of services and resources to help its family of practices thrive while fostering their unique identities. The company equips practices with the necessary resources to succeed. David Pyle has been the CEO of the company since 2023.

Varsity Management Co LP (Varsity Healthcare Partners) is a private equity firm founded in 2012 by David Alpern and Kenton Rosenberry. The firm is headquartered in Los Angeles, California.