Will Szczerbiak

NewRoad Capital Partners LLC (NewRoad Capital Partners) is a private equity firm founded in 2012 by Jeremy W. Wilson and Clete T. Brewer. The firm is headquartered in Rogers, Arkansas.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Platform Science, Inc. engages in the development and integration of hardware and software solutions for the transportation industry. Its digital supply chain technology enables customers and developers to unlock transportation data. The company was founded by Jake Fields and Jack Kennedy in 2015 and is headquartered in San Diego, CA.

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.

GlobalTranz Enterprises, Inc. engages in the provision of freight forwarding services. Its products include: GTZconnect, GTZship, GTZcommand, GTZpartner, GTZintegrate, GTZanalytics, and GTZamp. It offers multimodal transportations services and managed logistics solutions. The firm serves the automotive, energy and utilities, food and beverage, manufacturing, oil and gas, paper and packaging, retail and consumer goods, and telecommunication industries. The company was founded by Andrew J. Leto in 2003 and is headquartered in Scottsdale, AZ.

Optiv, Inc. provides end-to-end cyber security solutions. The company was founded on October 23, 2014 and is headquartered in Denver, CO.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Mastercard International, Inc. provides credit card services. It provides access to round-trip bill payment and presentment for industry providers. The company was founded in 1969 and is headquartered in Purchase, NY.

Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY.

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.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

NOWDiagnostics, Inc. provides on-site diagnostic testing services. Its ADEXUSDx product line features a lab at your fingertip, using only a single drop of blood to test for a variety of common conditions, illnesses and diseases with results in a matter of minutes. The company offers STDs, food intolerance, common infectious disease, screening, toxicology and cardiology products. NOWDiagnostics was founded by Jeremy W. Wilson and Calvin Smith in 2013 and is headquartered in Springdale, AR.

PICKUP Now, Inc. provides consumer services. The firm specialties include mobile technology development, infrastructure services and distributed workforce strategies. The company was founded by Brenda Stoner and Aaron Favara in 2014 and is headquartered in Addison, TX.

Workstep, Inc. is a leading provider of employee lifecycle management software for the modern supply chain. The company is based in San Francisco, CA. The company's cloud-based solutions, Hire™ and Retain™, provide HR, recruiting, and operations leaders with full transparency across the employee lifecycle, helping them source, screen, onboard, train, and retain critical, non-exempt talent. Workstep's customers include hundreds of industrial, logistics, transportation, and warehousing employers across the US, including 165 of the Fortune 500. Workstep has offices in California and Portland, Oregon, and plays a critical role in making the sector a better place to work for employers and employees alike. The company was founded by Justin Buttler and Daniel Johnston, with Daniel Johnston serving as CEO since incorporation.

Logiwa, Inc. is a cloud-based fulfillment management system that provides an integrated WMS and DTC fulfillment system for high-volume fulfillment networks, direct-to-consumer brands, and 3PLs. The company is based in Chicago, IL, and has subsidiaries in the United States. The company excels in connecting quickly with new online stores and marketplaces, making it easy to run a digital warehouse, and supporting dynamic warehouse environments. Logiwa assists businesses in ecommerce, distribution, and 3PL industries with growth by providing real-time visibility into warehouse operations, optimizing labor resources, and achieving peak performance. The company was founded in 2017 by Erhan Musaoglu, who has been the CEO since 2017.

Lessonly, Inc. provides learning automation software solutions. Its services include administrative support, content creation, strategic planning, product consulting, and advanced training. The company was founded by John Maxwell Yoder, Kristian Andersen, Mike Fitzgerald and Eric Tobias in 2012 and is headquartered in Indianapolis, IN.

Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Auvik Networks, Inc. manages an enterprise network automation platform. The firm's cloud managed network automation platform dramatically simplifies the way Information Technology configures, monitors and manages its network. The company was founded by Marc G. Morin, David Yach, and Alex Hoff in November 2011 and is headquartered in Waterloo, Canada.

Signpost, Inc. operates an online marketing platform for small businesses. Its cloud-based platform makes digital and mobile marketing simple and effective for small and medium businesses. The company was founded by John Matthew Buchanan and Stuart Wall in 2010 and is headquartered in New York, NY.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Khoros LLC provides social networking software solutions. It offers khoros platform, marketing, and strategic services. The company was founded by Matt Ayres, John Jon, Thouati G. Michel, Lyle Fong, Dennis Fong, Nader Alizadeh, Michael Yang and Kirk Yokomizo in 2019 and is headquartered in San Francisco, CA.

Deputechnologies Pty Ltd. provides cloud-based workforce management solutions. It specializes in Intelligent Scheduling, Accountability, Integration with Payroll, Compliance, Culture, Growth, Social Business, Workplace Communication, Task Management, Time and Attendance. The company was founded by Steve Shelley and Ashik Ahmed in 2008 and is headquartered in Surry Hills, Australia.

Fieldlens, Inc. develops a mobile communication platform for the construction industry. It provides a communication platform that enables everyone on a construction project to create, communicate and resolve issues instantly from anywhere, linking together mobile devices and desktops. The firm offers a scalable mobile field management solution for the construction industry in order to facilitate better jobsite communication. The company was founded in 2011 by Douglas Chambers, Matthew Sena and David Small and is headquartered in New York, NY.