Avi Uttamchandani

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

American Dental Partners, Inc. provides business services to multi-disciplinary dental group practices. It also offers dental facilities and support staff to the affiliated practices and provides or assists with organizational planning and development, staff recruitment, employee retention, training programs, quality assurance initiatives, facilities development, employee benefits administration, procurement, information systems, technology, marketing, payor contracting, financial planning, reporting and analysis. The company was founded by Gregory A. Serrao in 1995 and is headquartered in Wakefield, MA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

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.

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.

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.

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.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

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

A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut.

Thrive Skilled Pediatric Care LLC provides clinical home care services for medically fragile children. Its services include nursing, occupational therapy, physical therapy and speech therapy. The company was founded by Gregory Serrao in 2016 and is headquartered in Wakefield, MA.

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.

National Initiative for Children's Health Care Quality, Inc. is a non-profit organization that provides healthcare services for children. Its initiatives include early childhood CoIIN, infant mortality CoIIN, New York State maternal and child health collaborative, children and youth with epilepsy evaluation, and sickle cell disease provider development. The company is headquartered in Boston, MA.

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.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their 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.

US Fertility LLC is the largest physician-owned and physician-led integrated network of top-tier IVF/fertility practices in the United States. US Fertility and Ovation Fertility, a national network of premier IVF laboratories, are united under a shared mission to deliver the joy of parenthood through advanced reproductive medicine and innovative science. US Fertility supports over 200 physicians by leveraging collective expertise, driving innovation, and providing advanced business and digital solutions that streamline and enhance the delivery of exceptional patient care. The company is based in Rockville, MD, and has subsidiaries in the United States. The company offers comprehensive fertility-market-focused non-clinical, administrative, and technical platforms that help domestic and international practices improve patient outcomes and increase profitability. The company has helped more than 225,000 individuals and couples build their families using assisted reproductive technology. Richard Jennings has been the CEO of the company since 2023.

JLL Partners, Inc (JLL partners) is a private equity firm founded in 1988 by Paul S. Levy. The firm is headquartered in New York, US.

Bayberry Capital Partners LP (BCP) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Angela N. Aldrich in 2018. BCP provides discretionary investment advice to private funds. Investors in the Funds are generally high net worth individuals, institutional investors, pension funds, endowments, foundations, funds of private funds, and family offices.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

iLevel Solutions LLC provides a private equity software platform. It empowers fund managers and investors to control information and gain actionable insights by taking data collection, investment analysis, and performance reporting to a whole new level. The company was founded by Rick Kushel, Hank Boggio, and Robert Dilio on June 24, 2010 and is headquartered in New York, NY.

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.

Founded in 2006, Edge Wealth Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm provides services to high net-worth investors, institutions and family offices.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm.