Dave R. James

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

EZ Systems, Inc. distributes pre-owned, used, and new computer products, peripherals, repairs, and rentals. The private company is based in Santa Ana, CA.

Oak Hill Advisors LP (OHA) is a SEC-registered investment advisor and alternative investment firm headquartered in New York City. The firm was founded by Glenn August in 1991 and was acquired by T. Rowe Price Group, Inc. (NASDAQ: TROW) from Oak Hill Advisors GenPar LP in 2021. OHA provides investment advisory services to various pooled funds, CLOs and single investor mandates and a publicly traded business development company (BDC).

Equinox Holdings, Inc. operates fitness clubs and yoga studios in metropolitan areas. It offers services in the areas of athletic training, conditioning, dance, martial arts, regeneration, Pilates, yoga, and studio cycling. The firm also offers spa services, including facials, facial enhancements, massages, laser treatments, body treatments, waxing, sunless tanning, lash extensions, teeth whitening, manicure and pedicure, and healing therapies. The company was founded by Donato Errico, Jr. in 1991 and is headquartered in New York, NY.

Proteus Industries, Inc. develops, manufactures and markets rugged and sensitive liquid flow switches, meters and sensors. Its products include flow meters switches, weldsaver, tofco flow controllers, fluorite. The firm products are used in semiconductor fabs, automotive assembly plants, medical equipment and other critical applications. The company was founded by Jon Heiner in 1978 and is headquartered in Mountain View, CA.

Cobalt Software, Inc. engages in the operation of financial technology software for analyzing, benchmarking, and monitoring private market data and funds. Its products serve private equity firms and investors, including buyout and venture capital firms, endowments, foundations, and private and public pensions. The company was founded by Rasmus Goksor and Michael Nugent in 2011 and is headquartered in Boston, MA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

North Castle Partners LLC (North Castle Partners) is a private equity firm founded in 1997 by Chip Baird. The firm is headquartered in Greenwich, Connecticut.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

Stone Ridge Partners LLC operates as a private equity firm. The company is headquartered in New York, NY.

Part of SAP SE, Austin Hayne is a company that provides performance management software. The company is based in San Mateo, CA. Austin Hayne was acquired by SuccessFactors, Inc., part of SAP SE from February 22, 2012 on February 28, 2000.

Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL.

Enzymatic Therapy, Inc. manufactures natural medicines and nutritional supplements. The company offers products in categories, includes antioxidants bone and joint, children's health, critical cellular support, daily health, detox and cleansing, digestion, energy, heart, immune, and respiratory. The company was founded in 1981 by Terry Lemerond and is headquartered in Green Bay, WI.

WBT Systems Ltd. provides enterprise e-learning solutions. It offers industrial solutions such as extended enterprise, insurance sales productivity, associations, professional training organizations, regulatory compliance, and enterprise learning. It serves the financial, healthcare, government, and pharmaceuticals industries. The company was founded by Duncan Lennox in 1995 and is headquartered in Dublin, Ireland.

Octane Fitness LLC manufactures elliptical fitness products. Its products include standing and seated elliptical, LateralX elliptical, XT-One cross-trainer and Zero Runner machines for home and club applications. The company was founded by Dennis Lee and Timothy Porth in 2001 and is headquartered in Brooklyn Park, MN.

Boston Harbor Angels Inc (Boston Harbor Angels) is a venture capital firm founded by Michael Williams in 2004. The firm is headquartered in Boston, Massachusetts.

Part of Kroll LLC, Duff & Phelps Acquisitions LLC is an American company that offers financial advisory and investment management services.

PakEnergy LLC engages in the provision of financial, accounting and regulatory compliance software to the oil and gas industry. It offers software packages, software conversion, managed information technology services; and forms and scanners. The company was founded by Charlie Wolfe in 1986 and is headquartered in Abilene, TX.

Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts.

Frontline Ventures Management Co. Ltd (Frontline Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Dublin, Ireland.

Keelvar Systems Ltd. provides transformational solutions to local and central governments and energy utilities. The firm offers Sourcing Optimizer, a software product that supports tailored price collection through print and advertising solution that allows suppliers to communicate with key constraints and preferences for permitting efficient scheduling of resources. The company was founded by Alan Holland in 2008 and is headquartered in Bishopstown, Ireland.

Sullivan, Inc. engages in the provision of home decor and gift products. It designs, procures, distributes, and sells seasonal and all-occasion home decor products that are sold to independent and specialty channel retail customers. The firm's product lines include holiday and celebration decorations, permanent floral and foliage products, home décor items and accessories. The company was founded by Marian Sullivan and William Sullivan Sr. in 1968 and is headquartered in Sioux Falls, SD.

Deerfield TopCo Corp. operates as an early stage company. The company is headquartered in New York, NY.

Acadian Ventures (Acadian Ventures) is a venture capital firm founded in 2019 by Jason Corsello. The firm is headquartered in New Heaven, Connecticut.

Kalamata's Kitchen engages in helping kids learn about new cultures and experiences through adventures with food. The company was founded by Derek Wallace and Sarah Thomas and is headquartered in Boston. MA.