Jonathan Keehn

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

Berry Cos., Inc. sells and rents construction and industrial equipment and supplies. The firm offers graders, crawler tractors, loaders, rollers and concrete paving equipment. The company was founded by Fred F. Berry, Jr. and Paul Berry in 1957 and is headquartered in Wichita, KS.

Golden Section Ventures LLC (GSV) is a venture capital firm founded in 2012 by Dougal Cameron and Isaac Shi. The firm is headquartered in Houston, Texas.

UBS Investment Bank is a Chinese financial services company that offers wealth management, asset management, and investment banking services to private clients, intermediaries, and institutional investors. UBS Investment Bank is based in the United States and has subsidiaries in Switzerland. The company provides advisory services, research, and access to capital markets for corporate and institutional clients. UBS Investment Bank is committed to providing specialized advice, insights, and execution to its clients while contributing to society and maintaining a positive work environment. The company recently acquired Credit Suisse and is focused on creating superior value for its clients, shareholders, and employees.

Vivial Media LLC engages in the provision of customer engagement tools. Its services include content marketing, search engine optimization, online profile optimization, online display advertising, responsive design websites, search engine marketing, reputation management, online videos and displays, and yellow pages printing. The company was founded by Trevor Sumner in 1910 and is headquartered in Englewood, CO.

Lewis & Clark Venture Capital LLC (Lewis & Clark Venture) is a venture capital subsidiary of Lewis & Clark Partners LLC founded in 2014 by Thomas J. Hillman. The firm is headquartered in St. Louis, Missouri.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Chicago Venture Partners LP seeks investment opportunities in middle market companies located in the United States with minimum revenue of $15 million. The fund targets companies operating in the fields of software, e-commerce, telecommunications, consumer devices and information technology. It provides financing for LBOs, MBOs, buyouts, PIPEs, recapitalizations and growth capital requirements with a investment size ranging from $5,00,000 to $10,000,000 million and transaction size up to $30 million. It makes control and follow-on investments.

Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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.

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.

Part of The PNC Financial Services Group, Inc., BBVA Securities, Inc. is a company that provides brokerage services. The company is based in New York, NY.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Soul Capital Ltd (Soul Capital) a family owned investment firm founded in 2014 by Billy So. The firm is headquartered in Kowloon, Hong Kong.

NexPoint Asset Management LP (NexPoint AM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1993 as Pyxis Capital LP and changed its name from Highland Capital Management Fund Advisors LP to NexPoint Asset Management LP in 2022. They are a subsidiary of Highland Capital Management Services, Inc., which is owned by Highland Capital Healthcare Advisors GP LLC. NexPoint AM manages a suite of registered investment vehicles that provide access to alternative investments for both institutional and retail investors.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

eegee's, Inc. owns and operates restaurant chain. Its products include sandwiches, french fries, salads, homemade ranch dressing, cookies, and the iconic eegee’s frozen fruit drink. The company was founded by Edmund Irving and Robert Greenberg in 1971 and is headquartered in Tucson, AZ.

Diversified Roofing Co. is a company that specializes in commercial and residential roofing projects. The company is based in Phoenix, AZ. The company's expertise ranges from new commercial roofing projects to residential repairs. Founded in 1988, the company is committed to protecting their clients' assets through their roofing services.

39 North Capital LLC (39 North Capital) is a private equity firm founded in 2016 by Timothy Lucey, Jake Roffman. The firm is headquartered in New York.

IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois.

Imagine H2O LLC is a San Francisco-based organization that aims to make water innovation accessible to those who need it. The American company identifies and support promising water startups, equip them with sector-specific guidance and pilot funding, and create intentional connections to foster a trusted network that accelerates the adoption of new technology. Over a decade, they have supported 196 startups from 20 countries, raising over $850 million and supporting 69 projects in 20 countries. The private company offers an accelerator program that equips early-stage water entrepreneurs with the resources they need to develop their solutions, commercialize their technologies, and enter new markets. Imagine H2O's portfolio includes leading water innovators who are transforming how water is used, reused, treated, and accessed.

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.

Climate Capital Collective (C3) is a venture capital firm founded in 2015 by Ahuja Sundeep. The firm is headquartered in San Francisco, California.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

True Ventures LLC (True Ventures) is a venture capital firm founded in 2004 by John Burke and Philip Black. The firm is headquartered in Palo Alto, California.