Matthew Lilledahl

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.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

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.

Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types.

Starlite Sign, Inc. designs, manufactures, installs, and services exterior signs and other visual elements for restaurants, specialty retailers, car rental agencies, and other corporate entities. It serves the financial, helathcare, hospitality, retail and entertainment industries. The firm's products include channel letters, cabinet signs, monument signs, pylon signs, awnings, banners and electronic message boards. The company was founded in 1956 and is headquartered in Denton, TX.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Forvis LLP is a public accounting firm that provides assurance, tax, and consulting services in all 50 states and internationally. The private company is based in Charlotte, NC and has subsidiaries in the United States. The company's goal is to provide an unmatched client experience® to their customers. Forvis was founded in 2020 and the CEO is Tom Watson.

Myriad Gardens Foundation operates as a charitable foundation for botanical gardens. The non-profit company is based in Oklahoma City, OK.

Variant Fund (Variant) is a venture capital firm founded in 2020 by Walden Jesse, Li Jin and Spencer Noon. The firm is headquartered in Brooklyn, New York.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut.

Eldridge Industries LLC (Eldridge Industries) is a venture capital/private equity firm founded in 2015 by Duncan Bagshaw, Todd L. Boehly and Tony Minella. The firm is headquartered in Greenwich, Connecticut.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Elion Partners LLC (Elion Partners) is a private equity firm founded in 2010 by Shlomo Khoudari. The firm is headquartered in Miami, Florida.

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

FGMK LLC provides accounting and consultancy services. It offers accounts receivable management, book-keeping and financial planning services to the medical, real estate, construction, and several other industries throughout Chicago. The company was founded in 1969 and is headquartered in Bannockburn, IL.

Boyne Capital Partners LLC (Boyne Capital Partners) is a private equity firm founded in 2006 by Jim R. Malone and Derek A. McDowell. The firm is headquartered in Miami, Florida.

Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Glilot Capital Investments GP Ltd. (Glilot Capital Partners) is a venture capital firm founded in 2011 by Kobi Samboursky and Arik Kleinstein. The firm is headquartered in Herzliya.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017.