Caleb Henry

Kirr, Marbach & Co. LLC (KM) is an independent, SEC-registered investment advisor headquartered in Columbus, Indiana. The firm was founded in 1975 by David M. Kirr and Terry B. Marbach. KM manages separate accounts and is the adviser to the Kirr, Marbach Partners Value Fund (KMVAX), an open-end registered investment company.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Snow Capital Management LP (Snow Capital) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded by Richard Snow in 2001 as RAS Capital Management. They are a subsidiary of Snow Capital Management Holdings LP. Snow Capital serves as the Advisors to a family of mutual funds and related portfolios.

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

Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

Founded in 2006, WhiteSand Research LLC is an independent research firm located in Pittsburgh, Pennsylvania. The firm publishes proprietary research on companies facing event-driven catalysts, including mergers & acquisitions, corporate buyback situations, turnarounds and capital restructurings. They primarily serve mutual fund managers and the hedge fund community. WhiteSand provides in-depth analysis of under-researched companies and strategies to identify complex or overlooked situations that can offer asymmetric risk/return advantages to the investor. Their periodicals organize the investment universe by functional sector rather than by the standard division by industry sector.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

PNC Riverarch Capital (PNC Riverarch Capital) is a private equity subsidiary of PNC Capital Finance LLC founded in 2011 by Michael D. Rost. The firm is headquartered in Pittsburgh, Pennsylvania.

Easterly Investment Partners LLC (Easterly) is a SEC-registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded in 2018 as Levin Easterly Partners LLC. They are a wholly owned subsidiary of LE Partners Holdings LLC, ultimately held by Easterly Asset Management LP. Easterly provides investment advice to (1) Separately Managed Accounts, Registered Funds and Sub-Advised Funds on a discretionary basis and (2) Model Portfolios on a non-discretionary basis. The firm’s separately managed accounts include corporations, pension plans (both US and foreign), large institutional accounts, endowments, foundations, high net worth individuals, and trusts.