Scott Morris

The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country.

ValueAct Capital Management LP (ValueAct Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel. They are a subsidiary of ValueAct Holdings II LP, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). ValueAct Capital provides discretionary investment advice and management services to private investment funds and certain other investment vehicles.

Trafelet & Co. LLC is a private investment firm founded in 2000 by Remy W. Trafelet. Headquartered in New York City, the firm manages assets of financially sophisticated clients.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

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.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Duke Street LLP (Duke Street) is a private equity firm founded in 1988 by Edmund Turell. The firm is headquartered in London, the United Kingdom.

Ares Secondaries Group (Ares Secondaries) is a private equity subsidiary of Ares Holdings LP founded in 1989 by Brent R.Nicklas. The firm is headquartered in Simsbury, Connecticut.

The Chickasaw Nation operates as a tribal organization. The company is headquartered in Ada, OK.

Cogent Partners LP provides investment banking and financial advisory services to the private equity sector. It provides due diligence, fund and portfolio valuation, secondary sale structuring and execution, and private equity vehicles restructuring advisory services. The company was founded by Colin Sean McGrady and Brian P. Mooney in 2001 and is headquartered in Dallas, TX.

Canaan Natural Gas Management LLC (Canaan Resource Partners) is a private equity firm founded in 2004 by Ryan Askew. The firm is headquartered in Oklahoma City.

Acorn Growth Cos LLC (Acorn Growth Cos) is a private equity firm founded in 2005. The firm is headquartered in Oklahoma.

Kumon North America, Inc. offers after-school math and reading academic enrichment program. The firm's learning method uses an individualized approach that helps children develop a solid command of math and reading skills. The company was founded by Toru Kumon in 1954 and is headquartered in Teaneck, NJ.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

Delta-v Capital LLC (Delta-v Capital) is a private equity firm founded in 2009 by Rand G. Lewis and David Schaller. The firm is headquartered in Boulder, Colorado.

Intrepid Investment Management LLC (Intrepid Investment) is a Private Equity firm, a subsidiary of Intrepid Financial Partners LLC founded in 2015 by Hugh McGee III and Christopher F. Winchenbaugh. The firm is headquartered in Houston, Texas.

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.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors.

HighSage Ventures LLC (HighSage) is an independent wealth investment firm headquartered in Boston, Massachusetts. The firm was founded by Jonathon S. Jacobson in 2019. HighSage provides investment advice to individual and institutional clents.

Part of PolySign, Inc., MG Stover & Co. is a full-service fund administration firm that services hedge funds, private equity funds, and venture capital funds. The company is based in Denver, CO. MG Stover delivers world-class solutions for institutional investors operating in the alternative investment space, including specialized fund accounting, treasury management, KYC/AML due diligence, and offshore compliance. The company has also built a leading proprietary back-office data aggregation and reconciliation software that supports the reporting process of hundreds of digital asset funds. The company was founded in 2007 by Matthew Stover. Matthew Stover has been the CEO since 2007. MG Stover was acquired by PolySign, Inc. on April 22, 2022.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Carbon Direct Capital Management LLC (Carbon Direct) is a venture capital firm founded in 2020 by Jonathan Goldberg. The firm is headquartered in New York.