James Rowe

Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.

Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies.

Harbert Management Corp. engages in provision of real estate, private capital, and public securities investment services. It owns, develops, and manages office, industrial, retail, and self-storage properties throughout the south-eastern and south-western United States. The company was founded in 1993 and is headquartered in Birmingham, AL.

Physicians’ Specialty Hospital LLC provides healthcare services. Its specialty areas include advanced spine surgery, urology, podiatry, minimally invasive general surgery, bariatric surgery, orthopedics and sports medicine, gynecological surgery, interventional pain management, cosmetic reconstructive surgery, and emergency medicine. The company is headquartered in Fayetteville, AR.

Jackson Investment Group LLC provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Richard L. Jackson.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

Medfinders, Inc. provides medical staffing and specialty home care services. The company is based in San Diego, CA and has subsidiaries in the United States. Medfinders was founded in 1974. It was acquired by AMN Healthcare Services, Inc. on September 01, 2010 for $84 million.

Interim HealthCare, Inc. provides home health care and medical staffing services. It offers home health, senior care, hospice, palliative care, pediatric care and healthcare staffing services. The company was founded by Allan Sorensen in 1966 and is headquartered in Sunrise, FL.

Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.

Part of PricewaterhouseCoopers International Ltd., V4 Consulting is a consulting American company that provides consulting services. V4 Consulting was acquired by PricewaterhouseCoopers LLP on March 18, 2002.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Founded in 1971, Samuel A. Ramirez & Co., Inc. is a full-service securities firm and broker/dealer headquartered in New York City. The firm provides services to individuals, business owners, institutional investors and government agencies. They offer professional services focusing on wealth management, underwriting, banking, institutional brokerage, research and asset management. Samuel A. Ramirez & Co. provides retail and institutional trading expertise in tax-free municipal bonds, equities, government bonds, corporate bonds and alternative investments. The research group provides research to institutional investors on equity, macroeconomics and fixed-income for the U.S. and the U.S. Hispanic market. The firm has ten main divisions: private client, municipal bond department, institutional equity, transition management group, taxable fixed-income group, equity capital markets, debt capital markets, mergers and acquisitions/strategic business advisory, Ramirez Research Group and Ramirez Asset Management. The Private Client Services Group performs portfolio management, retirement planning, financial and estate planning for individuals, business owners, corporations and institutions. The group offers an array of investment disciplines including equity and fixed income, diversification strategies, insurance and alternative investments. The Municipal Bond Department provides banking, underwriting, sales, trading and distribution services to states, local governments and their agencies throughout the U.S. The Equity Capital Markets Group offers underwriting services to corporations, public retirement programs and to some of the nation's largest professional money managers. The firm's equity underwritings include spin-offs, private equity sponsored transactions, equity recapitalizations by financial institutions and traditional IPOs. The Debt Capital Markets Group offers underwriting of fixed-income securities including corporate bonds, convertible bonds, ABS, preferred stock and U.S. Agency notes. The firm is a co-manager or underwriter of debt in the traditional corporate bond market, the retail targeted hybrid and trust preferred market, the tax-exempt market (for select corporations) and is a member of the selling group for the major U.S. Agencies. The Institutional Equity Group offers performance-enhancing products and services, value added investment ideas and agency only/non-conflicting trade execution for institutions, corporations and government agencies in both the U.S. and international markets. The Taxable Fixed Income Group offers the firm's institutional and high net-worth retail clients access to new issues as well as secondary trading in corporate bonds, U.S. Agency securities, $25-preferreds, MBS, ABS and convertible bonds. Ramirez Asset Management offers managed accounts to individuals and institutions for fixed-income, equities and balanced accounts. Their institutional fixed-income portfolios include cash, enhanced cash, core and core plus strategies.

Atlanta Equity Management LLC is an Private equity firm founded in 2007 by Pete Correll and Gerry R. Benjamin. The firm is headquartered in Atlanta.

Mesa Medical Group PLLC provides emergency medical services. It offers emergency medicine, hospitality, physicians, nurse practitioners, physician assistants, hospital medicine and hospital management. The company was founded by John M. Mullins and James Foster in 1999 and is headquartered in Lexington, KY.

Part of Daval Control SL, Flexiplan SA Empresa de Trabajo Temporal provides human resources solutions. The company is based in Madrid, Spain. The Spanish company was founded in 1990. Maria Jose Alvarez Mezquiriz has been the CEO of the company since 2021.

Optimal Blue LLC engages in the development of software for investors, mortgage bankers, and originators. It offers secondary marketing, investor management, and compliance automation. The company was founded by Ivan H. Darius and Lawrence Huff in 2002 and is headquartered in Plano, TX.

Bluebird Care Franchises Ltd. provides nursing and home care services. It offers dementia, Alzheimer's disease, live in, learning disabilities, physical disabilities, respite, and end of life care services. The company was founded in 2004 by Lisa Sheridan Tarsey and Paul Douglas Tarsey and is headquartered in Petersfield, the United Kingdom.

Caring Brands International, Inc. operates as a franchisor of healthcare services. It operates under three brands: Interim Healthcare, Bluebird Care, and Just Better Care. The firm?s franchisees offer individuals a line of care services at home which includes skilled nursing, assistance with daily living activities, and end-of-life hospice care. The company was founded in 2013 and is headquartered in Sunrise, FL.

Water's Edge Dermatology LLC provides dermatology services. It offers medical dermatology, pediatric dermatology, skin cancer treatment, cosmetic dermatology, vein center, and plastic surgery. The company was founded by Ted Schiff in July 1998 and is headquartered in Palm Beach Gardens, FL.

Level CarePlus Holdco LLC provides investment advisory services. The company is headquartered in Atlanta, GA.

CarePlus Holdings LLC provides anesthesia management and recruitment services for ambulatory surgery centers and office-based practices. Its services include comprehensive recruitment services, guaranteed coverage, billing, compliance confidence program, patient follow-up, anesthesia in-service and peer review program. The company was founded in 2009 and is headquartered in Watkinsville, GA.

S&S HC Holdings LLC engages in the provision of health care services. The company is headquartered in Atlanta, GA.

ATI OpCo Holdings, LLC provides business management consulting services. The company is headquartered in Atlanta, GA.

American Veterans Group PBC is an investment bank and broker dealer that is dedicated to assisting military veterans. The private company is based in Melville, NY. The company's mission is to combine military values such as teamwork, integrity, and accountability with industry expertise to provide value to both clients and communities. It was founded in 2017 by William B. Biles, who has been the CEO since then.

Affirmative Technologies LLC engages in the provision of automated electronic payment solutions. It offers ACH Risk Manager for financial institutions and ACH Processor for payment processors. The company is headquartered in Clearwater, FL.

Zenda Capital (Zenda Capital) is a venture capital firm founded in 2021 by Esteban Reyes. The firm is headquartered in Miami, Florida.

Hospital Physician Partners, Inc. offers billing, collection, hospitalist contract management and physician staffing services. The firm provides hospitals and clinical quality patient care improve emergency department, inpatient services and hospitalist medicine practices. The company was founded by David Schillinger and Jeffrey Schillinger in April 2002 and is headquartered in Hollywood, FL.