M. Katherine Lynch

Part of Rodger D. Shay Declaration of Trust, Austin Atlantic Capital, Inc. is an investment firm. The company is based in Miami, FL.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California.

Blackstreet Capital Management LLC is an Independent Private Equity firm founded in 2002 by Murry Neal Gunty. The firm is headquartered in Bethesda.

EagleBank engages in the provision of customer service and custom financial solutions for the local business community. It also offers a personal banking products and services. The company was founded on January 22, 1998 and is headquartered in Bethesda, MD.

Part of BV Legacy LP, Bayview Lending Group LLC is a company that provides consumer lending services. The company is based in Coral Gables, FL.

CTIS, Inc. provides technology-based healthcare solutions. Its solutions include health research, healthcare and public health informatics. The firm offers IT software dev and integration services, data analytics, mhealth/mobile solution engineering, data management and coordination, IT infrastructure support, management consulting, health policy research and evaluation, and big data services for government, pharmaceutical organizations, hospital systems, academic medical instruments, and global initiatives. The company is headquartered in Rockville, MD.

Hodes Weill & Associates LLC provides real estate advisory services. The company was founded by David R. Hodes and Douglas M. Weill in July 2009 and is headquartered in New York, NY.

The University of Maryland Foundation, Inc. advocates and supports the advancement of public higher education in Maryland. It offers financial management, investment management and advancement services. The company was founded in 1979 and is headquartered in Adelphi, MD.

Export Development Canada (Venture Capital) is a Venture Capital arm of Export Development Canada founded in 1944, and is headquartered in Ottawa, Canada.

Waterfall Asset Management /Private Equity/ (Waterfall Asset) is a private equity division of Waterfall Asset Management LLC founded in 2017. The firm is headquartered in New York.