Dok Kwon

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.

Upfront Ventures Management LLC (Upfront Ventures) is a venture capital firm founded in 1996 by Steven J. Dietz and Yves B. Sisteron. The firm is headquartered in Santa Monica, Calirfornia.

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.

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.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Degreed, Inc. operates a learning platform for college students, professionals and organizations. It offers course-by-course scores and validation of education from accredited and non-accredited sources. The firm provides scores that quantifies a person?s lifelong education by credit hours and mastery levels. The company was founded by David A. Wiley, Eric Sharp and David Blake and in 2012 and is headquartered in San Francisco, CA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Banner Capital Management LLC (Banner Ventures) is a private equity firm founded in 2018 by Tanner D. Ainge. The firm is headquartered in Lehi, Utah.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

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.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA.

Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies.

Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah.

Cypress.io, Inc. develops end-to-end automation framework for web applications. It is a software company which operates test engine that runs unit and integration tests in browser. The company was founded by Brian Mann and Kent Randall in 2015 and is headquartered in Atlanta, GA.

BridgeEdU, Inc. provides an educational platform. It offers a first-year college transition program for low-income students. The company offers training and change management services, technology-based solutions and direct to student programs. The firm serves to institutions, counselors, students, families and partners. BridgeEdU was founded by Wes Moore and Nick Kouwenhoven on July 28, 2014 and is headquartered in Baltimore, MD.

Tidemark Management Co. LP (Tidemark) is a private equity firm founded in 2021 by Dave Yuan. The firm is headquartered in San Francisco, California.

Juvo Ventures LLC (Juvo Ventures) is a venture capital subsidiary of Western Governors University. The firm is founded in 2018 and headquartered in Salt Lake City, Utah.

Rethink Education Management LLC (Rethink Education Mgmt) is a venture capital subsidiary of Seavest Investment Group LLC founded in 2011. The firm is headquartered in White Plains, New York.

Kenzie Academy, Inc. operates technical and software coding schools. It provides Butler Kenzie joint certificates, software engineer, UX designer, and digital marketer programs. The company was founded by Leang Ooi Chok, Rehan Hasan, and Courtney Spence and is headquartered in Indianapolis, IN.

Nuro Learning provides educational services. The firm specializes in student retention, student success, student support and software / SAAS. The company was founded by Edward Clougherty and Keith Clougherty in 2010 and is headquartered in Chicago, IL.

Roadtrip Nation provides career exploration and planning resources for students. The firm offers interview archieve, curriculum, student engagement events, television and digital content services. The company was founded by Mike Marriner, Brian McAllister and Nathan Gebhard in 2001 and is headquartered in Costa Mesa, CA.

Building Hope provides students in Washington, DC, access to public charter schools. Its services include hurricane relief, facility financing program, charter school facility development, incubator space, back-office business and financial advisory services. The company was founded in 2003 and is headquartered in Washington, DC.

McMaster-Carr Supply Co. supplies and markets industrial parts. It distributes air conditioners, clamps, drills, exhaust fans, generators, pipes, pumps, valves, saws, switches and thermal insulation. The company was founded in 1901 and is headquartered in Elmhurst, IL.

Evergreen Coast Capital Corp (Evergreen Coast Capital) is a private equity subsidiary of Elliott Management Corp founded in 2016. The firm is headquartered in San Francisco, California.

Checketts Partners Investment Management LLC (Checketts Partners) is a private equity firm founded in 2011. The firm is headquartered in New York.

NexPhase Capital LP (NexPhase Capital) is a private equity firm founded in 2016 by Kurt B.Larsen, Edward Doukju Yun and Ted Yun. The firm is headquartered in New York.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

Clearview Capital LLC (Clearview Capital) is a private equity firm founded in 1999 by James Andersen, Pete Doolittle and Calvin Neider. The firm is headquartered in Stamford, Connecticut.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.