Marshall Rathmell

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

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.

UAB Health Systems specializes in orthopaedics, which deals with injuries and diseases affecting the musculoskeletal system. The private company is based in Birmingham, AL and has subsidiaries in the United States. UAB is recognized as one of the top transplant centers in the country, with a history of achievement in organ transplantation. UAB Medicine is a top academic medical center and a leader in quality patient care, research, and training. UAB Women & Infants Services provides assistance with planned and unexpected health needs.

Cortado Capital LLC (Cortado Capital) is a venture capital firm founded by Nathaniel Harding, David Woods, and Mike Moradi in 2017. The firm is headquartered in Oklahoma.

Part of Republic Bancorp, Inc. (Kentucky), First Commercial Bank (U.S.A.) is a financial institution based in Alhambra, CA. The bank offers personal and commercial banking services, including loans, online banking, bill pay, and international services. The company prides itself on putting the customer first and providing excellent service. The bank emphasizes online security and privacy and advises customers not to submit confidential information via email. In 2012, Republic Bank & Trust Co. (Louisville, Kentucky) acquired First Commercial Bank (U.S.A. from Federal Deposit Insurance Corp.

Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee

TriVector Services, Inc. is engaged in space research and technology services. It specializes in unmanned and manned systems, project management, systems engineering and integration, test engineering services, avionics and software modeling and simulation, guidance navigation and control, risk management, configuration management, and educational outreach. The company was founded in 2008 and is headquartered in Huntsville, AL.

ShawHankins, Inc. provides employee benefit brokerage, plan development, and consulting services. It offers consultation service, call center, wellness programs, enrollment services, online enrollment website, and individual family medical coverage. The company was founded by James H. Shaw, Jr. in 1963 and is headquartered in Cartersville, GA.

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.

Mark Dunning Industries, Inc. provides waste removal services. It specializes in removing residential, commercial, and industrial waste loading, roll-off, and compacting solutions. The company was founded by J. Mark Dunning in 1980 and is headquartered in Dothan, AL.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts.

Sheridan Production Co. LLC operates as an oil and gas production company. The company was founded in 2006 and is headquartered in Houston, TX.

Health Sciences South Carolina operates as a biomedical research firm. It offers Biostatistics Services & Analysis, Clinical Data Request , Custom Geospatial Visualization Project and Expertise services. The firm also provides ArcGIS, Clinical Data Warehouse, eIRB, i2b2 , Palmetto Profiles, Patient Centered Research and REDCap tools. The company was founded in April 2004 and is headquartered in Columbia, SC.

Johns Hopkins Medicine, Inc. owns and operates hospitals. It offers health care services in the areas of burn and wound care, cardiac surgery, cardiology, endocrinology, gastroenterology, gynecology/obstetrics, innovation in quality patient care, internal medicine, nephrology, neurology, neurosurgery, oncology, orthopedic surgery, otolaryngology-head and neck surgery. The company was founded by Johns Hopkins in 1997 and is headquartered in Baltimore, MD.

Randall-Reilly LLC engages in the provision of media and information services. Its services include digital and content marketing, custom events, and search engine optimization consulting. The company was founded by Henry Pettus Randall Jr. in 1934 and is headquartered in Tuscaloosa, AL.