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StoneCastle Partners LLC provides asset management and financial advisory services. Its activities include cash management, investment management, investment banking, and financial advisory. The company was founded by Joshua Stuart Siegel and Matthew Reuben Mayers in June 2003 and is headquartered in New York, NY.

StoneCastle Asset Management LLC (StoneCastle) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2012 and is a wholly-owned subsidiary of StoneCastle Advisory Services LLC, ultimately owned by StoneCastle Partners LLC. StoneCastle provides non-discretionary investment management services to an insurance company.

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

StoneCastle Cash Management LLC provides cash management services. The company was founded in 2009 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

Part of SBI Holdings, Inc., Shinsei Capital (USA) Ltd. is a company that provides banking and lending services. The company is based in Wilmington, DE.

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.

Stroock & Stroock & Lavan LLP provides legal services. It is a law firm, which provides transactional and litigation guidance to multinational corporations, investment banks & venture capital firms in the U.S. and abroad. Its practice areas include corporate finance and legal services to financial institutions, energy, financial restructuring, insurance, intellectual property, litigation, and real estate. The company was founded in 1876 and is headquartered in New York, NY.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

MBM Cap LLC (MBM Capital) is a private equity firm founded in 2021 by Lauren Bonner Minicone and Arun Mittal. The firm is headquartered in New York.