Carter Owen

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.

SolmeteX, Inc. engages in the manufacture of chemicals for regulating toxins from drinking water and wastewater. It offers Hg5 series and PowerClean series products. Its services include amalgam recovery, lead recycling, photo chemical recovery, biohazard/sharps disposal. The company was founded by Owen E. Boyd in 1994 and is headquartered in Northborough, MA.

ABM Aviation, Inc. engages in the provision of cargo handling, ramp, ground transportation, passenger, and security services for the aviation industry. It offers cargo acceptance and handling, sorting services, cabin cleaning and janitorial services, and passenger services. The company was founded by Frank A. Argenbright Jr. in 2002 and is headquartered in Atlanta, GA.

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.

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.

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.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

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.

Stewart Valuation Intelligence LLC provides professional appraisal management services. It specializes in residential real estate appraisal services. The company was founded by Aaron Fowler in 2008 and is headquartered in Overland Park, KS.

DataCule, Inc. develops molecular data storage technology. The company is headquartered in Boston, MA.

Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts.

Centerline Healthcare Partners, Inc. provides medical practice management services. The company is based in Dallas, TX. Gary Guidry has been the CEO of the company since 2022.

Opportune IT Healthcare Solutions, Inc. provides technology-enabled revenue integrity services and software solutions to hospital systems and physician groups. The firm's solutions offer an integrated, end-to-end service to enhance its customers' coding accuracy, compliance, reimbursement, and process efficiencies. Its services include hospital services, physician fee, training and education, and coding support. The company was founded in 2003 and is headquartered in Frisco, TX.

Three Oaks Hospice, Inc. engages in the provision of hospice services. Its services include physician directed, nursing care, chaplain, social work, certified nursing assistance, medical equipment, supplies, related medications, pain management, symptom control, counseling, volunteer support, and bereavement support. The company was founded by David C. Gasmire in May 2019 and is headquartered in Dallas, TX.

Etairos Health Corp. provides information technology consulting services and solutions. It offers big data, CIO consulting, cloud, cost optimization, custom applications, infrastructure, IT professional development, Security and network. The company is headquartered in Riverside, CA.

Alternative Behavior Strategies, Inc. provides applied behavior analysis, speech therapy, occupational therapy, diagnostic evaluations and individual therapy, and counseling services. The company was founded by Jeffrey William in 2011 and is headquartered Salt Lake City, UT.

Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients.

Midwest Automotive Designs LLC engages in the customization of base model vehicles. Its customizations, including seats, trims, entertainment systems, refrigeration units and bathrooms, for the recreational, transportation, business and university athletic markets. The company was founded by Tim Gray in 2004 and is headquartered in Elkhart, IN.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Harpeth Hall School operates middle and high school for girls in Nashville. It is an independent college-preparatory school and committed to encouraging every girl to realize her highest intellectual ability, become fluent in the sciences, the humanities, and the arts, and discover her creative and athletic talents. The company was founded in 1951 and is headquartered in Nashville, TN.

Cameron Holdings Corp. (Cameron Holdings) is a private equity firm subsidiary of Cameron International Corp. founded in 1978 by Vincent T. Gorguze and Lynn E. Gorguze. The firm is headquartered in Clayton, Missouri.

Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California.

Spear Education LLC provides dental continuing education. It offers online and team education, lectures, seminars, and hands-on workshops. The firm's seminars provide fundamental concepts, systematic treatment planning, and steps for predictable clinical results. The company was founded by Frank Spear and Imtiaz Manji in 2006 and is headquartered in Scottsdale, AZ.

eMolecules, Inc. is a company that was founded in 2005 with the aim of reducing drug discovery timelines by improving the compound search and acquisition process. eMolecules is based in San Diego, CA, and has subsidiaries in the Netherlands and the United States. The company has created a powerful, reliable, and accurate digital chemical search engine that connects chemists to the world's largest readily available chemical space. eMolecules specializes in unique structures with dependable delivery options from a trusted network of hundreds of suppliers. The company has an extensive chemical database combined with industry-leading supply chain management, which enables the delivery of compounds quickly and reliably to chemists, allowing for the completion of more syntheses with more confidence and less time in the lab. The company was founded by Craig James and Klaus Gubernator, and the CEO is Niko Gubernator.

Centerview Partners Holdings LLC (Centerview Partners Holdings) is a private equity subsidiary of Centerview Partners LLC founded in 2006 by David M. Hooper and James Marshall Kilts. The firm is headquartered in New York.

XIFIN, Inc. engages as a healthcare information technology company. Its products and services include revenue cycle management, laboratory information systems, precision medicine informatics, and digital pathology consultation. The company was founded by L?le White, Donald Lavigne, Michael Coats, and Jeffrey Yates in 1997 and is headquartered in San Diego, CA.

ACP Charger Holdings, Inc. engages in the business of technology. The company was founded in 2019 and is headquartered in New York, NY.

Avista Capital Holdings LP (Avista Capital Partners) is a private equity firm founded in 2005 by Steven Webster and Thompson Dean. The firm is headquartered in New York.

One Rock Capital Partners LLC (One Rock Capital) is a private equity firm founded in 2010 by Tony W. Lee and R. Scott Spielvogel. The firm is headquartered in New York.