Brain Collins

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

MediaRadar, Inc. provides sales and client management services related to magazines. It offers ad sales intelligence for over 2.3 million brands across multiple media platforms including online, online video, e-newsletter, print, trade shows, and social media. The company was founded by Todd Krizelman and Jesse Keller in 2006 and is headquartered in New York, NY.

Clearwave Corp. provides a streamlined check-in experience for hospitals, health systems, clinics and specialty practices. It offers solution for specialty and physician practices, mobile pre-check, patient check-in kiosks and tablets. The company was founded by Gerard P. White and Brian Stone in 2004 and is headquartered in Atlanta, GA.

ServiceTrade, Inc. is a software-as-a-service (SaaS) company that provides cloud-based field service management software for commercial service contractors. The company was founded in 2012 and is based in Durham, NC, with subsidiaries in the United States. ServiceTrade's mobile and web applications streamline service operations, improve efficiency, and increase revenue for contractors. The company serves over 1,300 commercial contractors and has been trusted by more than 800 contractors to run their service business. ServiceTrade's software helps contractors work from home and adhere to social distancing during the COVID-19 crisis. The company provides online training and continuing education to keep field service management technicians, admins, and office staff operating efficiently and consistently. The CEO of ServiceTrade is Billy Marshall.

Financial Technology Partners LP provides merger and acquisition, divestiture, restructuring, capital raising and valuation services to the financial technology sector. The company was founded by Steve McLaughlin and is headquartered in San Francisco, CA.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Starbucks Coffee International, Inc. manufactures and sells coffee related products. It purchases, roasts, and sells whole bean coffees, brewed coffees, Italian-style espresso beverages, and cold blended beverages. The company was founded in 1995 and is headquartered in Seattle, WA.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Quorum Analytics, Inc. provides computer software solutioins. It offers legislative, regulatory tracking, grassroots advocacy and stakeholder engagement. The company was founded by Alex Wirth and Jonathan Marks in 2014 and is headquartered in Washington, DC.

Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation.

PowerDMS, Inc. provides cloud-based compliance and document management solution that helps organizations reduces risk and liability. The firm is a software company that helps organizations reduces risk and manages their critical content. It provides practical tools to organize and manage crucial documents and industry standards, train and test employees and uphold proof of compliance. The company founded by Joshua J. Brown in 2001 and is headquartered Orlando, FL.

Property Meld, Inc. provides property management and maintenance services. The company was founded by David Kingman and Ray Hespen and is headquartered in Rapid City, SD.

IGLOO, Inc. develops and sells enterprise software solutions. It offers Intranet applications for social Intranets, corporate communications, marketing asset management, sales enablement, and project team collaborations; corporate Intranet, marketing portals, extranet applications, and social extranets; and applications for project teams. The company was founded by Dan Latendre in 2003 and is headquartered in Kitchener, Canada.

talentReef, Inc. provides recruiting and talent management system solutions. It enables companies to manage HR operations in a unified system which includes recruiting, assessments, background checks, hiring, on-boarding, WOTC processing, training and LMS, performance management, and succession planning. The firm delivers its solutions to small, mid-market and large enterprises in software-as-a-service subscription model. The company was founded by Rinart Pepa in 2007 and is headquartered in Denver, CO.

Ocean Avenue Capital Partners LLC (Ocean Avenue Capital Partners) is an independent private equity firm founded in 2010 by Jeffrey L. Ennis, Duran S. Curis and Jacques Youssefmir. The firm is headquartered in Santa Monica, California.

ServiceTrade Holdings, Inc. operates as a holding company. The company is headquartered in Charlotte, NC.

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

Vibe HCM, Inc. develops socially infused human resources technologies. The firm's services include implementation, training, and customer support. The company is headquartered in Austin, TX.

Renovo Capital LLC (Renovo Capital) is a private equity firm founded in 2009 by Mark Barbeau, Donald W. Jungerman and Scott Lavie. The firm is headquartered in Dallas, Texas.

Elsewhere Partners LLC (Elsewhere Partners) is a Venture Capital firm founded in 2016 by Christopher A. Pacitti and John Douglas Thornton. The firm is headquartered in Austin, Texas.

Allianz Partners SAS provides insurance solutions. It offers coverage for automobile, travel, healthcare, employment, retirement, and housing. The company is headquartered in Saint-Quen, France.

Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.