Devon carroll

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Jupiter Partners LLC (Jupiter Partners) is a private equity firm founded in 1994 by John A. Sprague and Terry J. Blumer. Jupiter Partners LLC is headquartered in New York.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

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.

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.

CrossAmerica GP LLC provides petroleum products. The company is headquartered in Dover, DE.

Dunne Manning, Inc. provides petroleum products. It owns and leases real estate used in the retail distribution of motor fuels. The firm has locations in Allentown and Bethlehem. The company was founded in 1992 and is headquartered in Allentown, PA.

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.

The Chartis Group LLC engages in the provision of advisory and analytics services to the healthcare industry. It also include digital transformation and emerging technologies. The company was founded by Ethan Arnold, Ken Graboys and Robert Christopher Regan in 2001 and is headquartered in Chicago, IL.

PPC Enterprises LLC (PPC Enterprises) is a private equity firm founded in 2012 by Perry Golkin and Michael Tokarz. The firm is headquartered in New York.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

K2 HealthVentures Group LLC (K2 HealthVentures) is a venture capital firm founded in 2018 by Meghan FitzGerald. The firm is headquartered in Boston, Miami with an additional office in New York.

Tarsadia Investments LLC (Tarsadia Investments) is a private equity and venture capital subsidiary of The Tarsadia Group LLC founded in 1976 by Tushar Patel. The firm is headquartered in Newport Beach, California.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

Relevance Capital Management LLC (Relevance Capital) is a venture capital firm founded in 2011 by Cameron Newton. The firm is headquartered in Brentwood, Tennessee.

645 Ventures Management LLC (645 Ventures) is a venture capital firm founded in 2013 by Aaron Holiday and Nnamdi Okike. The firm is headquartered in New York.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY.

Titan Advisors LLC (Titan) is a SEC-registered investment advisor and Fund of Hedge Fund Managers headquartered in Stamford, Connecticut. The firm was founded by George Fox and Thomas Holiday in 2001. They are a subsidiary of Titan Advisors Holdings LLC. Titan provides investment management services to privately offered investment pools that are commonly referred to as funds of hedge funds, and certain separately managed accounts. Investors in the Titan Funds and managed accounts include high net-worth individuals, trusts, charitable organizations, pension plans, corporations, unregistered funds, other institutional investors and insurance carriers.

Part of Balyasny Asset Management Holdings LP, Corbets Capital provides investment advice. The company is based in New York, NY. Corbets Capital was founded in 2022.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

LAG Group Ltd., also known as The Liberty Group, is a multifamily property management and real estate recruitment company. The company is based in Houston, TX and has subsidiaries in the United States. The company offers job placement services and property management solutions. The company was founded in 1977 by Kenneth J. Bohan. The CEO is Matthew Smith.

Archytas Ventures LLC (Archytas Venturres) is a private investment firm founded in 2017 by David Kivitz, Antony Radbod, and Timothy Rotolo. The firm is headquartered in Los Angeles, California.

ROTH Capital Partners LLC (Asset Management) (ROTH AM) is the investment management division of ROTH Capital Partners LLC, a registered investment advisor and broker-dealer headquartered in Newport Beach, California. Founded in 1984, the firm is a subsidiary of CR Financial Holdings LLC. ROTH AM is a full-service investment banking firm that provides financing and advisory services to emerging growth companies worldwide.

Mufson Howe Hunter & Co. LLC provides investment advice. It focuses on middle market companies seeking growth capital and liquidity through recapitalizations, mergers & acquisitions and private placements. The firm provides sell-side advisory, buy-side assignments, recapitalizations, private placements of growth capital, financial advisory services and valuations services to the business services, cleantech, consumer and retail, life science tools and services, specialty distribution and manufacturing and technology industries. The company was founded by Michael J. Mufson, Anthony Lopez-Ona and Michael J. Howe in 2004 and is headquartered in Philadelphia, PA.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.