Clayton Hatzenbuhler

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

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.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

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.

Lineage Capital LLC (Lineage Capital) is a private equity firm founded in 2003 by Bill McKinley, Brook Parker and Mark Sullivan. The firm is headquartered in Boston, Massachusetts.

Nextcare Holdings, Inc. provides urgent care and occupational medical services. It specializes in health and wellness; allergies; heat exhaustion and dehydration; insect bites and stings; burns; sunburns; rashes; ear infections and swimmer's ear; and back pain. The company was founded in 1993 and is headquartered in Mesa, AZ.

Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients.

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.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

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.

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.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California.

ATV Capital Management Inc. (ATV Capital Management) is a venture capital firm founded in 1979. The firm is headquartered in Boston, Massachusetts.

Atlas Venture Advisors Inc (Atlas Venture Advisors) is a venture capital firm founded in 1980 by Christopher Julian Spray. The firm is headquartered in Cambridge, Massachusetts.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Janus Health Technologies, Inc. is an American healthcare company that provides a platform to solve revenue cycle problems in the healthcare industry. The company's platform is designed to help healthcare providers focus on patient care by streamlining revenue cycle management. The company was founded by Brendan Downing and he has been the CEO since incorporation.

Management Health Solutions, Inc. provides integrated inventory management solution nation’s hospitals and healthcare providers. It specializes in the development of the Optimal Insight and Control (OptiC) technology, designed to reduce clinical supply inventory cost and streamline clinical supply chain operations. The firm’s solution areas also encompass medical and surgical valuation, capital asset valuation, pharmacy valuation, and analytics and reporting. The company was founded by Kenneth J. Kelliher and Michael F. Ferris in 1999 and is headquartered in Fairfield, CT.

Jebbit, Inc. operates a digital marketing platform to customize, measure, and optimize post-click engagement. It helps media companies drive revenue by providing interactive mobile content solutions as part of their digital offerings. The company was founded by Jonathan Lacoste, Thomas Coburn, Chase McAleese and Jeb Thomas in December 2010 and is headquartered in Boston, MA.

Eventus WholeHealth PLLC provides interdisciplinary healthcare to individuals residing in nursing and assisted living facilities. The company was founded by Brent King, Jennifer Rucci and Will Sampson in December 2014 and is headquartered in Concord, NC.

Mass General Brigham, Inc. (Investment Management) (Mass General Brigham-IM) is the investment management division of Mass General Brigham, Inc., a non-profit, integrated healthcare system headquartered in Boston, Massachusetts. Mass General Brigham-IM manages the investment portfolio of insurance clients.

Aspirion Health Resources LLC engages in the provision of health care insurance services. It offers MVA program, workers compensation claims, denial management, account management system, and care solutions. The company was founded in 2008 and is headquartered in Columbus, GA.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Sante Rehabilitation LP provides pediatric rehabilitation services. It is a regional Medicare-certified, pediatric-focused provider of speech, occupational, and physical therapy services both in the home and in free-standing clinics to Medicaid eligible children. The company was founded in 1988 and is headquartered in Fort Worth, TX

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

NextCare, Inc. engages in the provision of urgent care and occupational medical services. It offers general illness, injury, and back pain treatments, physical examination, x-ray, immunization, occupational medicine, pediatric, medical discount program, and laboratory services. The company is headquartered in Mesa, AZ.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Correctional Healthcare Cos., Inc. provides healthcare services to inmates and offenders in public and privately-managed county jails and state prisons The company was founded in 2006 and is headquartered in Greenwood Village, CO.

Aphena Pharma Solutions Holdings, Inc. provides contract manufacturing and packaging services. The company was founded in April 4, 2007 and is headquartered in Wilmington, DE.

Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts.

Antares Capital LP is a private debt financing solutions provider for middle-market, private equity-backed transactions. Antares has subsidiaries in the United States and the Cayman Islands. The company's responsible investment strategy incorporates material environmental, social, and governance (ESG) factors to enhance returns. With over $55 billion of capital under management and administration, Antares has one of the largest and longest-tenured portfolios in the market, spanning a diverse range of industries. The company was founded in 1996 and is headquartered in Chicago, IL. The CEO of Antares is Timothy G. Lyne.

TogetherFUND Ltd. provides fund services. The private company is based in Boston. The American company was founded by Deval L. Patrick.

LSV Capital Management LLC (Lightstone Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Menlo Park, California.

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.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Enhanced Capital Partners LLC (Enhanced Capital Partners) is a private equity and venture capital firm founded in 1999 by Andrew Paul. The firm is headquartered in New York.

Arboretum Ventures LLC (Arboretum Ventures) is a venture capital firm founded in 2002 by Jan L. Garfinkle and Tim B. Petersen. The firm is headquartered in Ann Arbor, Michigan.