Chris Tobey

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

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.

Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.

Whale Rock Capital Management LLC (Whale Rock) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Alexander Sacerdote in 2006. Whale Rock sponsor and manage pooled investment vehicles. Their flagship funds include (i) Whale Rock Flagship Fund LP and Whale Rock Flagship Fund Ltd., which are feeder funds into Whale Rock Flagship Master Fund, LP and (ii) Whale Rock Flagship (AI) Fund LP. Investors in the funds include high net worth individuals, trusts, foundations, endowments, charitable organizations, pension plans, corporations, funds of funds and other US and international institutional investors.

Filtereasy LLC operates as a subscription service for home air filters. It delivers air filters to its members on a recurring basis. The company was founded by Kevin J. Barry and Thaddeus W. Tarkington in 2012 and is headquartered in Raleigh, NC.

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.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

Nautic Partners LLC (Nautic Partners) is a private equity firm founded in 2000 by Gorgi Habib Y. The firm is headquartered in Providence, Rhode Island.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Great Hill Partners LP (Great Hill Partners) is a private equity firm founded in 1998 by Christopher S. Gaffney, Steve F. Gormley and John G. Hayes. The firm is headquartered in Boston, Massachusetts.

BOLT Solutions, Inc. offers online sales and client service platform for anyone to sell or buy insurance online. It develops and markets technology solutions for the insurance marketplace. The firm’s software enables customers, PandC insurance carriers, agents, brokers and wholesalers to transmit and receive data in real-time and leverage existing systems to automatically interact with one another. BOLT Solutions is software as a service and combines all the elements required to provide this experience within a powerful sales and distribution system that integrates people, processes, markets and technology. The company was founded in 2000 by Eric Gewirtzman and Ari Katz and is headquartered in New York, NY.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Integration Partners Corp. provides voice and data network engineering services. It offers secure network infrastructure, unified communications and video, business enabled applications, security and wireless and mobility solutions. The firm also offers consulting and technical services. The company was founded by David C. Nahabedian and Barton F. Graf Jr., in 1999 and is headquartered in Lexington, MA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Visible Hands PBC (Visible Hands) is a venture capital firm founded in 2020 by Yasmin Cruz Ferrine, Daniel Acheampong and Justin Kang. The firm is headquartered in Boston, Massachusetts.

L.E.K. Consulting Group Ltd. operates as a management consulting firm. The company was founded on June 16,2017 and is headquartered in London, the United Kingdom.

CVC Capital Partners Advisory (US), Inc. manages capital on behalf of some 300 institutional, governmental and private investors worldwide. The capital of their investors is committed for ten years or more to closed-end funds that they manage on their client's behalf. In their private equity business, they use these funds to acquire controlling or significant minority interests in European, Asian and North American companies. They buy companies in partnership with their management teams and assist in developing plans to create sustainable long term value. In their private debt business, CVC Cordatus uses its funds to invest in debt instruments issued principally by companies that are owned by private equity funds. The company was established in 1981 and is headquartered in New York City, NY.

Footage Firm, Inc. provides HD stock audios and videos. Its products include videoblocks, GraphicStock, and audioblocks. The company was founded by Joel Holland in 2009 and is headquartered in Arlington, VA.

Part of Rothschild Concordia SAS, Rothschild & Cie SCS is an investment holding French company. The company is based in Paris, France. The company was founded in 1988. Alexandre de Rothschild has been the CEO of the company since 2013.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.