Darrin Jeffries

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities.

Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

SM&A, Inc. provides management consulting services. It provides strategy, proposal management, program management, systems engineering, expert support, program planning and other technical support to industrial customers. The firm serves in the area of defense, homeland security, aerospace, information technology, architect and engineering sectors. The company was founded in 1982 and is headquartered in Irvine, CA.

Arrowstreet Capital LP is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Arrowstreet Capital Holding LLC. They provide investment advisory services to a global institutional client base. Arrowstreet Capital is a signatory to the UN Principles for Responsible Investment (UNPRI).

Musculoskeletal Clinical Regulatory Advisers LLC offers management and advisory services on clinical research and regulatory programs to musculoskeletal and orthopedic companies. It also assists musculoskeletal and orthopedic companies in U.S. FDA regulatory approval processes of pharmaceutical and medical device products. The company was founded in 2004 and is headquartered in Washington, DC.

Mercury Capital Advisors LLC operates as a institutional capital raising and investment advisory enterprise. It offers fundraising, secondaries, co-investments, joint ventures, direct placements, investment advisory, and closed transactions. The company was founded by Enrique Cuan, Michael G. Ricciardi, and Alan A. Pardee and is headquartered in New York, NY.

CCP Equity Partners (CCP Equity Partners) is an independent private equity firm founded in 1985. The firm is headquartered in Harford, Connecticut.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds.

Caltius Capital Management LLC provides capital solutions to middle market companies. Its caltius mezzanine offer acquisition financings, growth capital financings, liquidity for existing shareholders, management or leveraged buyouts and recapitalizations and refinancings. The firm’s caltius equity partners offers estate planning, management buyouts, growth financings and corporate divestitures. The company was founded by Jim Upchurch in 1997 and is headquartered in Los Angeles, CA.

Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms.

Part of Bank of America Corp., Merrill Lynch Mortgage Capital, Inc. is a company that specializes in asset-backed, mortgage-backed, and structured finance. The company is based in New York, NY.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

ClariVest Asset Management LLC (ClariVest) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2006 and is a wholly owned subsidiary of Eagle Asset Management, Inc., which is ultimately held by Raymond James Financial, Inc. (NYSE: RJF). ClariVest provides advisory services to a variety of clients such as institutional investors, pension and profit-sharing plans, investment companies and other pooled vehicles (such as limited partnerships and funds registered outside the US), corporations, state and municipal government entities, trusts, seed accounts and charitable organizations.

InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

Caltius Private Equity Partners (Caltius Private Equity Partners) is a private equity subsidiary of Caltius Capital Management LLC founded in 1999 by Garrick Ahn, Michael J. Morgan and Jim B. Upchurch. The firm headquarters in Los Angeles, California.

Caltius Structured Capital (Caltius Structured Capital) is a private equity subsidiary of Caltius Capital Management LLC founded in 1997 by Michael Kane and Jim B Upchurch. The firm is headquartered in Los Angeles, California.

PENCIL, Inc. is a non-profit organization based in New York, NY that connects public school students with the business community to provide career readiness and professional skills training. The organization offers remote internships and paid work-based learning experiences to over 1,000 students each year. PENCIL aims to open doors and minds for students and has a community of nearly 10,000 individuals who have participated in their programs. To ensure student safety, PENCIL has certain policies in place for all participants to follow.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

E. Dillon & Co. produces and sells construction aggregate, glass dolomite, mineral fillers and extenders, coal mining, and agricultural products. It also offers architectural concrete masonry products for commercial, residential building, and landscaping industries. The company is headquartered in Swords Creek, VA.

Equinoxe Alternative Investment Services (Bermuda) Ltd. operates as a alternative investment advisor. It provides fund administration and back office services to single manager hedge fund of hedge funds and individual managed accounts. The firm services includes start-up and transition of funds, NAV calculation, shareholder, audit coordination, liaison, management company, tax preparation, regulatory reporting and AIFMD. The company was founded in 2007 and is headquartered in Hamilton, Bermuda.

Zeno Consulting Group LLC provides investment advice. It offers trade cost analysis, fiduciary audits & evaluations and transition services. The company was founded in January 2010 and is headquartered in Bethesda, MD.

Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.

Part of The Depository Trust & Clearing Corp., DTCC Deriv/SERV LLC is an American company that provides post-trade processing of derivatives. The CEO of the company is Valentino Wotton.

Part of Abel Noser Holdings LLC, Abel/Noser LLC is a company that specializes in trade analytics, institutional agency trading, compliance services, and transition management. The company is based in New York, NY. Abel/Noser serves as an advocate for its clients in a constantly changing financial world, providing them with reliable data and expertise. The company was founded in 1975 by Eugene A. Noser, Stanley S. Abel. Peter Weiler has been the CEO of the company since 2023.

North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL.

Salas O'Brien, Inc. engages in the provision of building and facility solutions. It specializes in the mechanical and electrical, commissioning, industrial process, civil and structural, roofing and waterproofing, clean energy, technology design, fire protection, automation and controls, architecture and interiors, and construction management. The company was founded by Daniel O?Brien in 1975 and is headquartered in Santa Ana, CA.

PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL.

Abel Noser Holdings LLC is a company that provides solutions to improve trading performance through best execution. The company is based in New York, NY, and has subsidiaries in the United States. The company's analytics subsidiary, Abel Noser Solutions, is the industry-leading provider of transaction cost analysis with hundreds of clients subscribing to its multi-asset class TCA and compliance products. Abel Noser LLC, the company's registered broker-dealer, provides a wide range of trading, transition management, and analytics services to institutional asset owners, investment managers, and brokers. The company was founded in 1975 by Stanley S. Abel, Eugene A. Noser. Peter Weiler has been the CEO of the company since 2023.

Spinnaker Support LLC provides consulting services. It offers third-party support and managed services for SAP, oracle e-business suite, oracle database, Siebel CRM, and JD Edwards software applications. The company was founded by Matt Stava and Robert Benson in 2008 and is headquartered in Greenwood Village, CO.