George Malone

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

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

The Feldman Corp. is a company that manufactures and distributes optical products. The company is based in Troy, MI. The company was founded in 1996.

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.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors.

Newstone Capital Partners LLC (Newstone Capital Partners) is an independent private equity firm founded in 2006 by Timothy P. Costello and John C. Rocchio. The firm is headquartered in Dallas, Texas.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Roundhill Financial, Inc., do-business-as Roundhill Investments (Roundhill), is an independent registered investment advisor and ETF sponsor headquartered in New York City. The firm was co-founded by Will Hershey and Tim Maloney. Roundhill provides investment advisory services to registered investment companies as well as a private commingled vehicle.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Packaging Specialists, Inc. designs and manufactures custom packing systems. It offers end cap assemblies, top and bottom trays, sheeting, egg crate foam, and custom fitted padding and specialty packaging industrial cases, retail packaging, wood and corrugated display boxes, plastic corrugated products. The company was founded by Irv Kimball in 1976 and is headquartered in Phoenix, AZ.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Pfingsten Partners LLC (Pfingsten Partners) is a private equity firm founded in 1989 by Thomas Steven Bagley. The firm is headquartered in Chicago, Illinois.

Vibrant Capital Partners, Inc. (VCP) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. Formerly known as DFG Investment Advisers, Inc., the firm was founded in 2006 by O. Volkan Kurtas, Moritz Hilf and Kimito Iwamoto. They became Vibrant Capital Partners, Inc. in 2021. The firm is owned by Vibrant Capital Partners LLC. VCP discretionary and non-discretionary portfolio management and investment advisory services to investors such as insurance companies, pension funds, banks, private investment funds, family offices, ad fund-of-funds, mainly in the form of pooled investment vehicles and separate accounts.

Leeds Equity Partners LLC (Leeds Equity Partners) is a private equity firm founded in 1993 by Jeffrey T. Leeds and Bernstein Robert. The firm is headquartered in New York.

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.

Deloitte Consulting LP provides accounting and auditing services. The private company is based in New York, NY.

Claya, Inc. engages in the manufacture of vitamin packs based on users DNA, blood levels and lifestyle. It offers plant-based cellulose microbeads. The company was founded by Rachel Soper Sanders and Daniel Wallerstorfer and is headquartered in Nashville, TN.

Makena Capital Management LLC (Makena) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Michael McCaffery and David Burke in 2005. They are a subsidiary of Makena Capital Holdings LP. Makena provides diversified alternative asset exposure through its range of pooled investment vehicles for a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions. The Makena Endowment Portfolio (MEP) is the firm’s flagship endowment-style offering. Makena is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance (ESG) considerations into their investment process.

Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York.

Silver Oak Services Partners LLC (Silver Oak Services) is a private equity firm founded in 2005 by Gregory M. Barr and Daniel M. Gill. The firm is headquartered in Evanston, Illinois.

Trinity Hunt Partners (Trinity Hunt Partners) is a private equity firm founded in 2004 by Peter J. Stein and Daniel S. Dross. The firm is headquartered in Dallas, Texas.

Shoreline Equity Partners LLC (Shoreline Equity Partners) is a private equity firm founded in 2018 by Michael Hand and Peter Franz. The firm is headquartered in Neptune Beach, Florida.

Dubin Clark & Co., Inc. (Dubin Clark) is a private equity firm founded in 1984 by Ron N. Dubin and Tom Clark. The firm is headquartered in Boston, Massachusetts.

ATL Advisor LP (ATL Advisor) is a private equity firm founded in 2014 by Frank V. Nash and Paul Teske. The firm is headquartered in New York.

Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation.

Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York.

Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production.

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.

EagleTree Capital LP (EagleTree Capital) is an independent private equity firm founded in 1990. The firm is headquartered in New York.

Arc Media Holdings Ltd. engages in agricultural information business. It provides agriculture information, events, and digital platforms to the farming community. The company was founded in 1844 and is headquartered in Preston, the United Kingdom.