Sara Shockley

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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).

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Foundation Consumer Healthcare LLC engages acquiring and developing a portfolio of over-the-counter health and wellness brands. Its OTC pharmaceutical platform that owns market brands including Plan B One-Step (emergency contraceptive), Theravent (snoring relief), Campho-Phenique (cold sore relief), St. Joseph (low-dose aspirin), Bronkaid (asthma relief), and Neo-Synephrine (nasal decongestant). The company was founded in 2014 and is headquartered in Pittsburgh, PA.

Trusted Health Plan, District of Columbia, Inc. provides healthcare services. It offers medicaid tools, alliance tools, and claims and billing services. The company was founded by Thomas Duncan and Dennis Lane in 2011 and is headquartered in Washington, DC.

3 Step Sports LLC provides media solutions for sports. It offers new about encompassing club team competition, national media, content platforms, team apparel, and nationally recognized tournaments. The company was founded by David Geaslen, Greg Kristof, and Steve Gibbs and is headquartered in Wilmington, MA.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

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.

ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Voss of Norway ASA manufactures and markets bottled water. It offers artesian water to exclusive hotels, restaurants, and night clubs. The firm operates under the brands VOSS Glass, VOSS Silver, and VOSS Red. The company was founded by Ole Christian Sandberg and Christopher Harlem in 1998 and is headquartered in New York, NY.

Advantage Sales & Marketing LLC engages in the provision of sales and marketing services to consumer packaged goods industry. The company was founded by Sonny King in 1987 and is headquartered in Irvine, CA.

Deloitte Consulting LP provides accounting and auditing services. The private company is based in New York, NY.

Energy Management Inc. provides energy conservation and energy development services. It operates wind farms. The company was founded by James S. Gordon in 1975 and it is headquartered in Boston, MA.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

G2 Investment Partners Management LLC (G2 Investment Partners) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joshua Goldberg in 2009. G2 Investment Partners serves as investment manager to private funds and separately managed accounts.

Grayshift provides mobile device digital forensics. It specializes in lawful access and extraction. The firm's solutions are purpose-built to help law enforcement and government investigative agencies swiftly resolve critical investigations and ensure public safety. The company was founded by David Miles, Braden Thomas, Sean Larsson and Justin Fisher and is headquartered in Atlanta, GA.

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.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York.

Makena Capital Management LLC (Makena) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Michael McCaffery and David Burke in 2005. They are a subsidiary of Makena Capital Holdings LP. Makena provides diversified alternative asset exposure through its range of pooled investment vehicles for a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions. The Makena Endowment Portfolio (MEP) is the firm’s flagship endowment-style offering. Makena is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance (ESG) considerations into their investment process.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.