Austin J. Montevecchio

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds).

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management 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.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Insight Venture Management LLC (Insight Venture Partners) is a private equity/ venture capital subsidiary of Insight Holdings Group LLC founded in 1995 by Jeffrey L. Horing and Jerry Fred Murdock. The firm is headquartered in New York.

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.

Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA.

Founded in 2005, F.N.B. Capital Corp. LLC is a private equity firm located in Wexford, Pennsylvania. The firm is a subsidiary of F.N.B. Corp. (NYSE: FNB).

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Pzena Investment Management LLC (Pzena) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard S. Pzena 1995 and is owned by Pzena Investment Management LP. Pzena manages investment portfolios for endowments, foundations, state and municipal government entities, partnerships, corporations, investment companies, public funds, pension trusts, profit-sharing plans, high net-worth individuals, and pooled funds located in the US and in select foreign jurisdictions. The firm became a signatory to the Principles for Responsible Investment (PRI) in early 2018 and a SASB Alliance member in 2020, and they have accepted Japan’s Stewardship Code.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Sentinel Capital Partners LLC (Sentinel Capital Partners) is a private equity firm founded in 1995 by David Lobel, John McCormack, and Frank Richardson. The firm is headquartered in New York.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York.

AI Fire LLC provides fire and life safety services. It inspects, services, designs, and installs fire protection and life safety systems. The company was founded in 2009 and is headquartered in Long Beach, CA.

Brandtech Ventures is a venture capital arm of The Brandtech Group LLC founded in 2015 by David Jones. The firm is headquartered in New York.

Collaborative Fund (Collaborative Fund) is a Venture Capital firm founded in 2010 by Craig Shapiro. The firm is headquartered in New York.

Ark Advisors LLC provides web design, web hosting, content management, and database applications. The private company is based in Traverse City, MI. The company specializes in using the mainspring content management system and clockwork logic.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Revolution Growth Management Co Inc (Revolution Growth Management) is a private equity/venture capital division of Revolution LLC founded in 2005 by Steve Case. The firm is headquartered in Washington, District of Columbia.

The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY.

Texas Diversity Council promotes the principles of diversity and inclusion. The company was founded by Dennis L. Kennedy in February 2004 and is headquartered in Huston, TX.

Austin Community Foundation manages charitable funds. It specialties endowment, memorial fund, investment, social capital, appreciated stock, charitable donation, donor advised funds, planned giving, bequests, philanthropy, grants, Donor Advised Funds and family foundation alternative. The company was founded in 1977 and is headquartered in Austin, TX.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.