James Glenn Davis

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.

HUB International Ltd. engages in the provision of insurance brokerage and wealth management services. It offers business and personal insurance, risk services, employee benefits, and risk management services. The firm serves the agribusiness and farm, education, entertainment, healthcare, real estate, sports, and transportation. The company was founded by Richard A. Gulliver in 1998 and is headquartered in Chicago, IL.

Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund.

A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.

TD Capital Management LLC (TD Capital) is an independent registered wealth management/investment advisory firm headquartered in Memphis, Tennessee. The firm was founded by L. Douglas Smith and Nimrod Thompson in 1996. TD Capital provides investment management services for pension and profit-sharing plans, endowment funds, trusts, estates and charitable organizations.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

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.

Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities.

Gen Cap America, Inc (Gen Cap America) is a private equity firm founded in 1988 by Barney D. Byrd. The firm is headquartered in Nashville, Tennessee.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

Claritas Capital LLC (Claritas Capital) is a private equity and venture capital firm founded in 2002 by John Chadwick and Don McLemore. The firm is headquartered in Nashville, Tennessee.

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.

Cibolo Energy Partners LLC (Cibolo Energy Partners) is a private equity firm founded in 2016. The firm is headquartered in Houston, Texas.

Sky Island Capital LLC (Sky Island Capital) is an independent private equity firm founded in 2018 by Jack Waterstreet. The firm is headquartered in Dallas, Texas.

Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Razorhorse Capital, Inc. operates as an investment firm. It offers financial advisory services. The company was founded by Austin Scee in 2012 and is headquartered in Atlanta, GA.

Lead Capital Partners LLC (Lead Capital) is a Private equity firm founded in 2010 by Smartt J Pryor. The firm is headquartered in Nashville, Tennessee.