Julia Ferraro

Trident Capital, Inc. (Trident Capital) is an independent venture capital firm founded in 1993 by Donald Dixon and John Moragne. The firm is headquartered in San Mateo, California.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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.

Avertium LLC engages in the provision of cyber security services. The firm has security operations centers in Arizona and Tennessee. The company was founded in 2019 and is headquartered in Phoenix, AZ.

ProgenyHealth LLC provides evidence-based care management services for premature and medically complex newborns. The firm’s services include NICU case management, first year of life and analytics/reporting. The company was founded by Ellen Stang in 2003 and is headquartered in Plymouth Meeting, PA.

Resolution Health is a health care guidance company. The firm delivers personalized patient and physician communications to improve healthcare quality. It serves to the health plan insurers, large self-insured employers, third party administrators, pharmacy benefit and disease management companies. The company was founded in 1996 and is headquartered in Indianapolis, IN.

PeriGen, Inc. provides fetal monitoring solutions employing patented pattern-recognition and obstetric technology that empower perinatal clinicians to make confident and real-time decisions about the mothers and babies in their care. Its PeriGEn Visual Cueing enables users an instant view of the mother?s and baby?s current status and trends. The company was founded in 1995 and is headquartered in Princeton, NJ.

Part of Cognizant Technology Solutions Corp., Thirdera LLC is an elite-level ServiceNow partner, offering workflow-enabled services and solutions to help customers leverage the power of the ServiceNow platform. The company is based in Broomfield, CO and has subsidiaries in the United States, Canada, and Australia. Thirdera is currently a portfolio company of Sunstone Partners. The company, founded in 2021, has quickly become an industry leader, recognized for its expertise and innovation. The company was founded by Esteban Reyes and Jason Wojahn, with Jason Wojahn serving as the CEO since 2021. Thirdera was acquired by Cognizant Technology Solutions Corp. on January 23, 2024.

Medical Technology Solutions LLC provides healthcare cloud computing services. Its services include MTS cloud, managed Information Technology services, interface development and security services. The company was founded by James Deck in 2006 is headquartered in Valencia, CA.

Onica Group LLC engages in cloud consulting and managed services. It offers cloud and cost optimization, cloud native development, data and analytics, development operations transformation, internet of things, managed cloud services, Microsoft on amazon web services, migration strategy, security playbook and public sector solutions. The company is headquartered in Santa Monica, CA.

Network Security Professionals, Inc. operates as an information security consulting company. It offers app code review, mobile app, thick client and web app pentest services. The firm provides application security program development, application risk prioritization and compliance services. The company was founded by Deke George and Seth Peter in 2001 and is headquartered in Minneapolis. MN.

NetSPI LLC is a cybersecurity company that specializes in providing comprehensive penetration testing, attack surface management, and breach and attack simulation solutions. The company is based in Minneapolis, MN, and has subsidiaries across the United States. The company helps organizations discover, prioritize, and remediate security vulnerabilities through a combination of technology innovation and human ingenuity. NetSPI's cybersecurity experts secure some of the world's most prominent organizations, including top banks, cloud providers, healthcare companies, FAANG companies, retailers, and e-commerce companies. The company was founded by Deke George, and Aaron Shilts has been the CEO of the company since 2017.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Berenson & Co, Inc. is a merchant bank that was founded in 1990. The private company is based in New York, NY and has subsidiaries in the United States. The company has two principal lines of business which are investment banking and private equity investing. The company was founded by Robb Eric Turner and Jeffrey L. Berenson. Jeffrey L. Berenson has been the CEO since incorporation.

Part of DXC Technology Co., Fruition Partners BV is a Dutch company that provides information technology services. The company is based in Rijswijk, Netherlands.

Rubicon Technology Partners LLC (Rubicon Technology) is an independent private equity firm founded in 2013 by Andy S. Gesell, Steve Carpenter and John C. Hodge. The firm is headquartered in Boulder.

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.

Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Wilson Sonsini Goodrich & Rosati PC provides legal services. Its services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law. The company was founded in 1961 and is headquartered in Palo Alto, CA.

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.

Allstate Investments /Private Equity(Allstate Investments) is a private equity division of The Allstate Corporation. The firm is headquartered in Northbrook, Illinois.

Riverside Partners LLC (Riverside Partners) is a private equity firm founded in 1989. The firm is headquartered in Boston, Massachusetts.

Insignia Capital Group LLC (Insignia Capital Group) is a private equity firm founded in 2011 by David L. Lowe, Tony Broglio and Mel E. Deane. The firm is headquartered in Walnut Creek, California.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

ForgePoint Capital Management LLC (ForgePoint Capital Management) is a venture capital firm founded in 2015 by Donald R. Dixon, William Lin and Juan Alberto Yépez. The firm is headquartered in San Mateo, California.

TAC Partners Inc (TAC Partners) is a private equity firm founded in 1986 by James F. Wade and David D. Croll. The firm is headquartered in Boston, California.

Project44, Inc. is a supply chain of the future through global, on-demand connectivity and visibility. It products include supply chain APIs, LTL APIs, truckload APIs, intermodal APIs, and drayage APIs. The company was founded by Jett McCandless and Wally Ibrahim in 2014 and is headquartered in Chicago, IL.

Slack & Co. LLC opened their doors in 1987. People are more connected than ever, with whole new ways to access information. Building brands is less a one-way street, more a conversation. And while they have expanded internationally, and reshaped their services to meet today's needs, a few things at Slack and Company have remained constant. Including their specialized focus on business-to-business. They belief that integrated programs deliver better results than piecemeal, disjointed efforts. And the idea that service to their client's begins with a spirit of accountability, partnership, collaboration and continual learning.

NSV II Management Co. LLC provides investment management services. It is a private equity and venture capital firm specializing in investing in growth capital, growth and expansion stage, recapitalization, mid stage, late stage, mezzanine, control buyouts, mergers and acquisitions and management buyouts in middle market companies. The company was founded by Michael A. DiPiano and Marc R. Lederman in 1999 and is headquartered in Radnor, PA.

Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.