William Lotz

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Sands Capital Management LLC (Sands Capital) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1992 by Frank Sands and is majority owned by Sands Capital Management LP. Sands Capital provides investment management services to both US and non-US clients who have different tax statuses, often depending on the jurisdiction.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

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.

Greenbriar Equity Group LP (Greenbriar Equity) is a private equity firm founded in 1999 by Reginald Lamont Jones and Gerald Greenwald. The firm is headquartered in Greenwich, Connecticut.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

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.

The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas.

Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors

Harren Equity Partners LLC (Harren Equity Partners) is a private equity firm founded in 1999 by Thomas A. Carver and Hunter Reichert. The firm is headquartered in Charlottesville, Virginia with an additional office in Lauderdale, Florida.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

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.

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

CSM Capital Corp. (CSM) is a registered independent investment advisor headquartered in New York City. The firm was founded by Christopher S. Moore in 2004. CSM works with onshore and offshore families as well as with endowments and foundations. They assist families with complex investment strategies, management of concentrated assets, tax planning, corporate finance and other business planning, and many other matters.

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.

Catalyx SA provides consumer insight services powered by their award-winning technology. The Swiss company helps unlock growth for businesses by providing crowdsourced consumer clarity and strategic consultancy.

Live Oak Banking Co. operates as state chartered commercial bank. It offers personal and business banking products and services. The firm's solutions include asset-based lending, commercial real estate, general SBA lending and sponsor finance. The company was founded by James S. Mahan III and William L. Williams in 2008 and is headquartered in Wilmington, NC.

Altaris Capital Partners LLC (Altaris Capital Partners) is a private equity firm founded by George Aitken-Davies and Daniel Tully in 2003. The firm is headquartered in New York.

Markel Ventures Inc (Markel Ventures) is the subsidiary of Markel Corporation founded in 2005. The firm is headquartered in Glen Allen, Virgina.

Roubaix Capital LLC (Roubaix) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Christopher Hillary in 2015. Roubaix provides discretionary investment management services to privately offered limited partnerships and separate accounts.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds.

Rhino Tool House is a company that provides industrial tools and solutions to leading manufacturing companies. The company is based in Concord, NC and has subsidiaries in the United States. The company is dedicated to providing superior service, local expertise, and a high degree of responsiveness to empower their customers to be more productive, build a better-quality product, and maintain a safe environment for their workers. Rhino Tool House was founded in 2000 by Dan Brooks and Leif Anderson, with Dan Brooks serving as the CEO since then.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Water Street Healthcare Partners LLC (Water Street Healthcare Partners) is a private equity firm founded in 2005. The firm is headquartered in Chicago, Illinois.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production.

Janney Montgomery Scott, Inc. provides financial planning, asset management, and investment solutions. The private company is based in Philadelphia, PA.

Six Columns Capital LP is an independent hedge fund manager headquartered in Dallas, Texas. The firm was founded by Brad Stephens in 2019. Six Columns Capital provides investment advice to high-net-owrth clients.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Strategic Partners Fund Solutions Advisors LP (Strategic Partners) is a private equity division of Blackstone, Inc founded in 1999. The firm is headquartered in New York.