Brian Grogan

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.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Lifecycle Renewables, Inc. is an integrated food waste recycling and renewable fuels company. The company is based in Marblehead, MA. The company produces LR100TM, a renewable heating oil, by using recycled waste oils and fats from the food service industry. LR100TM is a drop-in fuel for oil-capable facilities that competitively replaces fossil fuels. The company seeks to create closed-loop waste-to-energy solutions for cities across the globe. The company provides used restaurant cooking oil collection, recycling, and grease trap cleaning services for metro Boston, New York City, and the Tri-State area. The company was founded in 2008 by Rory Gaunt, who has been the CEO since 2008.

Pear Deck, Inc. operates communication platform that lets teachers create interactive assessments and presentations that students can follow along on their devices. It offers interactive, engaging slide presentations to the classroom. The company was founded by Riley Eynon-Lynch, Anthony Showalter, Michal Eynon-Lynch and Dan Sweeney in 2014 and is headquartered in Iowa City, IA.

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.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

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.

American Megatrends International LLC creates and manufactures the key hardware and software solutions for the computer manufacturers. AMI's product line includes BIOS, diagnostic software, remote access, motherboards, backplanes, driver/firmware development, service processors, storage systems, chassis design and integrated systems. AMI also focused on IP Storage Area Networks (IP-SAN), Network Attached Storage (NAS) and Storage Management, it also offers remote server management KVM over IP, IPMI 2.0 firmware and high density motherboards. AMI has locations in the US, China, Germany, India, Japan, Korea and Taiwan. The company is headquartered in Norcross, GA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Part of Monotype Imaging Holdings, Inc., Monotype Imaging, Inc. empowers creative minds to build and express authentic brands through design, technology, and expertise. The company is based in Woburn, MA. The company partners with leading foundries to deliver the broadest inventory of high-quality typefaces in the world for its customers. Monotype Fonts is the leading font management platform in the industry, combining the world's largest collection of award-winning type, the expertise of the most sought-after foundries and type designers, and trusted and secure font management - all under a single agreement. The company was founded by Robert M. Givens, and Ninan Chacko has been the CEO of the company since 2021.

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

Mayo Clinic provides health care services. Its products and services include healthy living program, sports medicine, Mayo clinic health letter, medical products, population health and wellness programs, medical laboratory services and mayo clinic voice apps. The firm offers medical services in the areas of dermatology, allergy, hypertension, neurology, oncology, psychiatry, radiation oncology, and rheumatology. The company was founded by William J. Mayo and Charles H. Mayo in 1986 and is headquartered in Rochester, MN.

Triumvirate Environmental, Inc. provides waste management and environmental health and safety services. It offer waste management, field services, and technical services. The company was founded in 1988 and is headquartered in Somerville, MA.

KPS Capital Partners LLC operates as a holding company that provides investment services. The company was founded in 1997 and is headquartered in New York, NY.

HGGC LLC (HGGC) is a private equity firm founded in 2007 by Robert Gay, Greg Benson, Rich Lawson and Steve Young. The firm is headquartered in Palo Alto, California and was formerly known as Huntsman Gay Global Capital LLC.

Advanced Micro Instruments, Inc. manufactures and supplies monitors, sensors and oxygen, gas, and moisture analyzers. The firm serves biogas, electronics, aerospace, petrochemical, and oil and gas industries. The company was founded by Steven Kirchnavy in 1995 and is headquartered in Costa Mesa, CA.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Americademy, Inc. develops software platform and curriculum that teaches kids to code. The company was founded by Katy Lynch, Craig Ulliott and David Arel in 2017 and is headquartered in Chicago, IL.

Liquid Asset Brands LLC provides investments services. Its services include supply chain and procurement, inventory management and product forecasting, capital and fundraising, global sales strategy, distribution network, third party contractors, compliance and ethics, product development and innovation, social media management, and sales and go to market strategy. The company as founded by Marc Bushala on April 10, 2010 and is headquartered in Chicago, IL.

Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities.

Beauty Industry Group, Inc. engages in the operations as a holding company with interest in providing hair extension and other beauty products. The company was founded by Logan Woolley in 2004 and is headquartered in Salt Lake City, UT.

Calm.com, Inc. operates an online portal which allows busy and information loaded web workers to reduce stress. It also develops the smart phone based application. The company was founded by Alex Tew and Michael Acton Smith in 2012 and is headquartered in San Francisco, CA.

Interior Define, Inc. operates as an e-commerce company for luxury furniture. It sells custom-made chairs and sofas online, The company was founded by Rob Royer in 2014 and is headquartered in Chicago, IL.

Part of PowerSchool Holdings, Inc., ActiveGrade LLC is a company that provides web-based tools for grading and evaluation services. The company is based in Iowa City, IA. The company was founded by Michal Eynon-Lynch. ActiveGrade was acquired by Haiku Learning Systems, Inc. on February 06, 2013.