Gregory Payton Porter

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

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.

Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

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.

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.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Spider Management Co. LLC (Spider Management) is a SEC-registered investment advisor and hedge fund manager headquartered in Richmond, Virginia. The firm was founded in 2001 and is the investment management affiliate of the University of Richmond. Spider Management provides investment advisory services in the form of portfolio management to pooled vehicles and charitable organizations. The firm currently serves as the investment adviser to the University of Richmond’s Endowment, The Richmond Fund, a charitable organization, and Spider Buyout Holdings LP – a Delaware limited partnership.

Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia.

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.

Founded by Dana Telsey in 2008, Telsey Advisory Group LLC (TAG) is an independent equity research and consulting firm focused on the consumer sector, including retail and apparel companies and restaurants. They provide hedge funds, mutual funds, private equity firms and private and public consumer companies the detailed analysis and market context that is necessary to make strategic and investment decisions. TAG covers both US-based and international companies across the consumer landscape, including apparel manufacturers, children and teen retailers, consumer electronics, department stores, discounters, home furnishings, luxury goods, off-price retailers, quick service and specialty restaurants and specialty apparel retailers. Their consulting services include acquisition due diligence, benchmarking, competitive analyses, financial analysis, investor relations functions, market assessments, and valuation.

VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York.

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.

Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis.

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.

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.

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.

Founded in 2005, The Vertical Trading Group LLC (Member FINRA) is a registered broker/dealer located in New York City. The firm is a subsidiary of RAS Holdings LLC. Their institutional equities trading desk provides their clients with timely information and high-quality execution. They make markets in approximately 2000 securities and handle securities on all major exchanges, crossing networks and electronic trading platforms. Vertical's agency-only trading desk leverages the firm's advanced multi-asset electronic trading suite to help clients identify and capitalize on event-driven trading opportunities. They seek to help assess and capitalize on the mispricings of securities triggered by anticipated major corporate events and catalysts that arise as a result of corporate restructurings, recapitalizations, mergers and acquisitions, relative value disparities/stub trades, finance trades (synthetic stock loans) and index revisions.

Legacy Service Partners LLC is a group of residential services businesses that operates across more than 30 brands in 16 states. The company is based in Tampa, FL. The company offers home repair, replacement, and maintenance services in heating, cooling, plumbing, and electrical services. The company serves nearly half a million customers annually and has more than 1,500 team members in various locations, including St. Paul, Weatherford/Ft. Worth, Middletown, and Lincoln. Legacy Service Partners invests in high-performing residential HVAC, plumbing, and electrical companies and provides resources to better serve their customers, employees, and communities.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Bloomerang LLC provides simple donor database and fundraising software solution. It helps nonprofit organizations to reach, engage and retain the advocates they depend on. The company was founded by Ross Hendrickson, Jay B. Love, Rob Signorell and Melissa Signorelli in August 2012 and is headquartered in Indianapolis, IN.

ServiceTrade, Inc. is a software-as-a-service (SaaS) company that provides cloud-based field service management software for commercial service contractors. The company was founded in 2012 and is based in Durham, NC, with subsidiaries in the United States. ServiceTrade's mobile and web applications streamline service operations, improve efficiency, and increase revenue for contractors. The company serves over 1,300 commercial contractors and has been trusted by more than 800 contractors to run their service business. ServiceTrade's software helps contractors work from home and adhere to social distancing during the COVID-19 crisis. The company provides online training and continuing education to keep field service management technicians, admins, and office staff operating efficiently and consistently. The CEO of ServiceTrade is Billy Marshall.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York.

Bansk Group LLC (Bansk) is a private equity firm founded in 2019. The firm is headquartered in New York.