Jonathan Taylor

Ardsley Advisory Partners LP (dba Ardsley Partners) is an independent hedge fund manager headquartered in Stamford, Connecticut. The firm was founded by Philip J. Hempleman in 1987. Ardsley Partners offers investment advisory services to private investment funds and separately managed account clients.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions.

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.

Rayonier A.M. Canada Industries, Inc. operates as a holding company with interests in the manufacture of forest products. The company is headquartered in Montreal, Canada.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA.

CampusLogic, Inc. develops software for finance, accounting and other back office services. It offers computer related services to the education, health care, real estate development, and agriculture industries. The company was founded by Gregg Scoresby in 2011 and is headquartered in Phoenix, AZ.

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

CONNECT creates and scales companies in the technology and life sciences sectors. It creates an environment in which entrepreneurs and C-suite executives have access to the people, capital, and technology resources. The organization was founded in 1985 and is headquartered in San Diego, CA.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Canto Software, Inc. provides digital asset management software solutions. Its software is designed to manage and archive all types of digital assets used in production, publishing, communication and other workflows. The firm offers cumulus, a cross-platform solution that enables companies to organize, find, share, and track their digital files, such as photos, illustrations, presentations, videos, audios, and layouts. The company was founded by Thomas Schleu, Petra Knickmeyer, Jennifer Neumann and Jan Lindner in 1990 and is headquartered in San Francisco, CA.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

SeaCrest Wealth Management LLC (SWM) is an independent, SEC- registered investment advisor headquartered in Purchase, New York. The firm was founded by Rajesh Gupta and Edward Sullivan in 2008. SWM offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and businesses.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Pacific Investment Management Co. LLC (Private Equity) (Pacific Investment) a subsidiary of Pacific Investment Management Co. LLC founded in 1994 by William Hunt Gross. The firm is headquartered in Newport Beach, California.

eMaint EMEA Ltd., a subsidiary of Fortive Corp., is a company headquartered in Dublin, Ireland, that provides other computer related services.

eMaint Enterprises LLC provides computerized management software services. Its services include training, implementation, consulting, and technical services. The firm serves in the area of manufacturing, facilities, services, transportation, fleet, oil and gas, warehouse and DCs, food and beverages, government, healthcare and education. The company was founded in 1986 and is headquartered in Marlton, NJ.

Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities.

Technologies of Voice Interface Ltd. develops a speech recognition technology which translates the unintelligible speech of people into clear speech in real time. The company was founded by Danny Weissberg and Stas Tiomkin in 2012 and is headquartered in Ramat Gan, Israel.

Botkeeper, Inc. develops accounting and bookkeeping software solutions for businesses. The firm offers revenue recognition, accounts receivable tracking, invoices generation, accounts payable tracking, document management, banking and credit card reconciliation solutions. The company was founded by Enrico Palmerino, Louie Balasny, Angelina DeLago and Justin DoBosh and is headquartered in Boston, MA.

Effective Technology Solutions, Inc. engages in platform development that helps companies create and maintain workplaces that fuel collaboration, motivation, and productivity. It offers move management, real estate forecasting, and space planning. The company was founded by Ram Akuka, Shahar Alster, Noam Livnat, and Jeffrey Revoy in January 2016 and is headquartered in Mountain View, CA.

Part of iOFFICE LP, Condeco Group Ltd. develops workspaces booking and scheduling software. The company is based in London, UK. The British company was founded in 2005 by Paul Richard Statham. Paul Richard Statham has been the CEO since 2005. Condeco Group was acquired by iOFFICE LP on October 04, 2022.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

The Two39 Group LLC provides healthy and fitness related services. The company was founded by Alex Allen and Brian Samelson and is headquartered in Bonita Springs, FL.

Start Somewhere LLC is an American company that organizes events for the LGBTQ+ community in the tech industry. The private company host the Lesbians Who Tech & Allies Pride Summit, which is a gathering of techies and leaders from the LGBTQ+ community. The company was founded by Leanne Pittsford, who has been the CEO since incorporation.

Nickelytics, Inc. is a hyperlocal digital marketing company that helps brands and agencies target customers in specific geographic areas. The company is based in Tampa, FL and was founded by Judah Longgrear and Sven Hermann. The company works with delivery drivers to advertise on their vehicles, providing measurable results for brands and additional monthly income for drivers. Judah Longgrear has been the CEO since incorporation.

Philly Seafood, Inc. is an American family-owned shrimp distribution company that supplies shrimp to grocery retailers and restaurant distributors. The private company oversees the marketing and sales of their family's shrimp production and pride themselves on superior customer service, integrity, and healthy shrimp.

Viking Maccabee Ventures LLC (VMV) is a venture capital firm founded in 2018 by Mason Plumlee. The firm is headquartered in New York.

Benchmark Cloud Accounting, Inc. provides advisory, controller, and critical thinking accounting services using technology. The private company is based in Austin, TX and has subsidiaries in the United States. The company's main focus is to help businesses gain a better understanding of accounting to help them run their business more efficiently. The company offers key bookkeeping details that investors pay close attention to. BMCA was founded by Sharrin Fuller and Matthew Elson, with Matthew Elson serving as the CEO since incorporation.

Eptura, Inc. is a company based in Atlanta, GA with subsidiaries in Singapore, the United Kingdom, the United States, Canada, and Belgium. The CEO of the company is Brandon Holden.