Jonathan E. Ward

Concentric Investment Partners LP (Concentric Investment Partners) is a private equity firm founded in 2019 by Brent Burgess, Matthew Young, and Corbin Graves. The firm is headquartered in Raleigh, North Carolina.

The Small Business Investor Alliance is an association of senior investment professionals focused on the lower middle market. The non-profit company is based in Washington and was founded by Jonathan F. Wilson. The American company's public policy goals are focused on maintaining access to growth capital for small businesses to support economic growth and job creation. The company recommends policies to unleash more capital for job creation and economic growth, including encouraging investment in rural business investment companies and venture and growth capital.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Sovereign S Capital Management LLC (Sovereign S Capital) is a private equity firm founded in 2012 by Luke Roush. The firm is headquartered in Raleigh, North Carolina.

Cypress Hills Partners(Cypress Hills Partners) is a private equity firm founded in 2015 by Kelly Klatik and Dean Linden. The firm is headquartered in Vancouver, Canada.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

VIETRI Inc. engages in the import and distribution of Italian ceramics, wood accessories, and glassware products. Its products include handcrafted ceramics, stainless and pewter flatware, mouth blown glassware, lamps, urns, and planters for home, garden, dining, and decorating. The company was founded by Lee Gravely, Frances C. Gravely, and Susan E. Gravely in 1983 and is headquartered in Hillsborough, NC.

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.

Aiglon Capital Management LLC (Aiglon Capital Management) is a private equity firm founded in 2014 by Richard Griffin. The firm is headquartered in Durham, North Carolina.

SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Chatham Partners LLC provides market research and strategy consulting services. Its services include retirement services, institutional asset management and global securities services. The firm helped its clients to improve their sales processes, enhance their product offerings, and increase overall client retention. The company was founded in 1991 and is headquartered in Waltham, MA.

Victory Park Capital Advisors LLC (Victory Park Capital) is a private equity subsidiary of Jacob Capital LLC founded in 2007 by Richard Levy, Matthew Ray and Brendan Carroll. The firm is headquartered in Chicago, Illinois with additional offices in Los Angeles, San Francisco, and London.

RCI Acquisition Sub LLC engages in the provision of contruction services. The company was founded in 2015 and is headquartered in Slidell, LA.

Methodist Home for Children provides social services. The non-profit company is based in Philadelphia, PA. The company was founded in 1879. The CEO is Anne Rice-Burgess.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Renovo Financial LLC provides financial and strategic support for real estate investors and property rehabbers. The firm manages its own private investment fund for high net worth individuals and other institutional investors to invest in its loans. It also offers loans to landlords. The company was founded by Kevin Werner in 2011 and is headquartered in Chicago, IL.

Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter.

NovaQuest Capital Management LLC (NovaQuest Capital Management) is a private equity firm founded in 2010 by John Layton Bradley and Jonathan Edward Tunnicliffe. The firm is headquartered in Raleigh, North Carolina.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.

CoreRx, Inc. offers drug product development and manufacturing services. It offers preformulation, formulation development, analytical and stability, manufacturing and packaging, and bioavailability services. The company was founded by Rob Trivedi, Todd R. Daviau, Jim Davis, Mark Licarde and Brian McMillan in 2006 and is headquartered in Clearwater, FL.

Azurity Pharmaceuticals, Inc. develops and manufactures pharmaceutical products. It focuses on the needs of patients, especially children and the elderly, requiring customized, user-friendly drug formulations. The firm?s products include Epaned, Qbrelis, Xatmep and FIRVANQ oral solutions. The company was founded in 1998 and is headquartered in Woburn, MA.

Gemini Consulting & Services LLC provides services for SAP implementation projects. It offers functional consulting, business solutions, prototyping and documentation services. The firm also offers cloud computing, ERP solutions and mobile applications. It serves the banking and financial services, energy and utility, healthcare, insurance, manufacturing, retail and transportation and logistics industries. The company was founded in 2010 and is headquartered in Sunset Hills, MO.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

The North Carolina Bar Association is a voluntary membership organization of legal professionals, including lawyers, judges, paralegals, and law students. The non-profit company is based in Cary, NC. The organization is dedicated to serving the public and the legal profession. The North Carolina Bar Foundation, a charitable organization, leads pro bono and civic education programs and development initiatives for members and the public. The mission of the organization is to unite the talent and generosity of the legal profession to be a power of greater good for the people of North Carolina.