Carson Lower

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.

The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country.

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

ValueAct Capital Management LP (ValueAct Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel. They are a subsidiary of ValueAct Holdings II LP, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). ValueAct Capital provides discretionary investment advice and management services to private investment funds and certain other investment vehicles.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Argonaut Private Equity LLC (Argonaut Private Equity) is a private equity firm founded in 2002 by Jason Martin and George B. Kaiser. The firm is headquartered in Tulsa, Oklahoma.

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

UST Global, Inc. engages in the provision of information technology consulting services. Its services include analytics, cloud, cybersecurity, information management, infrastructure services, Internet of Things (IoT) legacy modernization, mobility, and portfolio assessment. The firm serves the banking and financial, energy and utilities, healthcare, manufacturing, high tech, media and entertainment, public sector, retail, semiconductor, and telecommunications industries. The company was founded in 1998 and is headquartered in Aliso Viejo, CA.

Hu-Friedy Manufacturing Co., LLC manufactures diagnostic, orthodontic and other dental equipment. Its products include dressing pliers, explorers, mirrors, probes, infection control starter packages, file sharpeners, magnifying lens, sharpening kits, oils, and stones, burnishes, chisels, crown removers, and excavators. The company was founded by Hugo Friedman in 1908 and is headquartered in Chicago, IL.

National Defense Industrial Association engages in the defense and national security education. It offers courses such as configuration and data management certification program, defense systems acquisitions management, mastering business development, and certified modeling and simulation professional certification program. The company was founded in 1919 and is headquartered in Arlington, VI.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

Aramark Healthcare Technologies LLC provides biomedical and diagnostic imaging service solutions. It offers on-site and demand-based services for evidence-based clinical equipment inventory maintenance and management. The company was founded on August 14, 2007 and is headquartered in Philadelphia, PA.

Gauge Capital LLC (Gauge Capital) is a private equity firm founded in 2013 by Drew Johnson and Tom McKelvey. The firm is headquartered in Southlake, Texas.

Fenway Summer Investment Management LLC (Fenway Summer) is a venture capital firm founded in 2013 by Raj Date. The firm is headquartered in Washington, District of Columbia.

Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors.

inAssist Health Management Solutions offers insurance solutions. The firm provides health insurance and medical claims adjudication services. The company was founded in 1955 and is headquartered in Torrance, CA.

Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma.

HighSage Ventures LLC (HighSage) is an independent wealth investment firm headquartered in Boston, Massachusetts. The firm was founded by Jonathon S. Jacobson in 2019. HighSage provides investment advice to individual and institutional clents.

Carbon Direct Capital Management LLC (Carbon Direct) is a venture capital firm founded in 2020 by Jonathan Goldberg. The firm is headquartered in New York.

Oklahoma Life Science Fund (Oklahoma Life Science Fund) is a venture capital firm founded in 2000. The firm headquartered in Tulsa, Oklahoma.

Vital Care Industries, Inc. is a company that provides sterilization pouches, equipment drapes and covers, solidifiers, and other medical products. Vital Care Industries is based in Tinley Park, IL and was founded in 1984 by LeNita Johnson and Henry Johnson. The company allows customers to track their orders online and find answers to their questions on their ordering page. Mia Jackson has been the CEO of the company since 2020. The company was acquired by Broadtree Partners LLC on January 05, 2021.

Broadtree Partners LLC (Broadtree Partners) is a private equity firm founded in 2016 by David Slenzak. The firm is headquartered in Charlotte, North Carolina.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Caption Management LLC is an independent registered investment advisor and hedge fund manager headquartered in Oklahoma City, Oklahoma. The firm was co-founded by Jason Strasser and William Cooper in 2012. Caption Management provides discretionary investment advice to private funds (either through fund vehicles or separately managed accounts). Investors in such private funds are generally high net worth individuals, fund of funds, institutional investors, family offices, endowments and foundations.