Saul Velez

Netsmart Technologies, Inc. engages in the provision of software solutions to the health and human services industry. It offers consulting services, hosting services, revenue cycle management, and training services. The company was founded in 1968 and is headquartered in Overland Park, KS.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

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.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

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.

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.

Aldevron LLC engages in the provision of biotechnology services. It offers plasmid DNA, antibodies, and proteins. The company was founded by Michael Chambers and John Ballantyne in 1998 and is headquartered in Fargo, ND.

The Halifax Group LLC (Halifax) is a private equity firm founded in 1999 by Williams L. Rogers and David W. Dupree. The firm is headquartered in Washington, District of Columbia.

MedRisk LLC engages in the provision of managed physical medicine and diagnostic imaging services. It offers functional capacity evaluations, telerehabilitation, and other related services. The company was founded by Shelley L. Boyce in 1994 and is headquartered in King of Prussia, PA.

Senior Whole Health LLC provides healthcare services. The firm offers a single point of access to the healthcare system and an individualized care plan that uses a mix of medical, social, and community-based services to keep seniors healthy and independent. The company was founded by Melvin Benson, Jay Harrington, Marcia Stein, Matt Vinikas, Camille Bressler, Denise Gallagher and Michael Levoshko in 2004 and is headquartered in Cambridge, MA.

SoftWriters, Inc. develops and distributes pharmacy management software solutions. The firm offers services for living centers, mental health and correctional facilities. Its products include FrameworkLink, FrameworkLTC, FrameworkFlow and FrameworkHL7. The company was founded in 1990 and is headquartered in Pittsburgh, PA.

Datafleets Ltd. engages in the development of learning tools designed to minimize the risk of exposing customers’ private information. The company was founded by David Gilmore and Nick Elledge and is headquartered in Palo Alto, CA.

endPoverty.Org, Inc. is a poverty reduction charity that provides small loans and training to hardworking men and women.

Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.

Inerjys Ventures Inc (Inerjys) is a global investment company founded in 2011 by Stephan Ouaknine. The firm is headquartered in Montreal, Quebec.

Concert Genetics, Inc. operates as a healthcare IT company that focuses on enhancing the genetic test ordering process for the medical community. Its portfolio includes GeneSource, a tool available for physicians and other healthcare professionals to search for, compare and order genetic tests from various laboratories; and GeneConnect, a utilization management solution that leverages the GeneSource database and provides hospitals and sendout laboratories with the tools to lower costs and address workflow inefficiencies associated with the genetic test ordering process. The company was founded by Mark Harris in 2010 and is headquartered in Franklin, TN.

The Healthcare Private Equity Association is a non-profit trade association that supports the reputation, knowledge, and relationships of the healthcare private equity community. The non-profit company is based in Needham, MA. The association's member firms are committed to building successful and enduring businesses in the healthcare industry. The company brings industry knowledge, broad networks, and deep expertise to help companies grow, create jobs, and deliver high-quality healthcare. The association's member firms have over $1 trillion in assets under management and have supported the growth of over 1500 healthcare businesses. The company was founded by Jeffrey K. Rhodes, Brian Christopher Miller.

InHealth MD Alliance LLC provides health services. It also offers wellness, fitness, and social services to patients. The company was founded by Nelson Pichardo, Micheal Degnan, Sam Korley, Mohamed Razak, Jacobo Lama, Ricardo Perez and Sam M. Korley and is headquartered in Davenport, FL.

eviCore Healthcare MSI LLC operates as a diagnostic imaging center. It specializes on managed care industry for focused radiology benefits management. The company was founded in 1992 and is headquartered in Franklin, TN.

Digital Reasoning Systems, Inc. provides data analytic solutions. It offers surveillance and customer insights, security and intelligence, and healthcare. The company was founded by Kenneth G. Elzinga, Dorothy Currey and Timothy W. Estes in 2000 and is headquartered in Franklin, TN.

Legal Publishing Chile Ltda. is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting, and academic markets.