James Hudak

General Medical Corp. retails hospital equipment and supplies. The private company is based in Edison, NJ.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Swander Pace Capital LLC (SPC) is a private equity firm founded in 1996 by Andrews Richards and J.B. Handley. The firm is headquartered in San Francisco, California.

Thurston Group LLC (Thurston Group) is a private equity firm founded in 1986 by Patrick J. Haynes III. The firm is headquartered in Chicago, Illinois.

Centerre Healthcare Corp. operates inpatient rehabilitation hospitals. The company was founded by John P. Keefe and John T. Lewis on October 7, 2008 and is headquartered in Louisville, KY.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing 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.

AlixPartners LLP engages in the provision of restructuring, consulting, and financial advisory services. It specializes in management consulting, strategic planning, corporate restructuring, go-to-market strategies, business growth and performance investments, and accelerated business transformation. The company was founded by Jay Alix in 1981 and is headquartered in New York, NY.

Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois.

Dynamic Access LLC is a full-service provider of vascular access insertion services that was founded in 2004. The company is headquartered in Richardson, TX and has subsidiaries in the United States. Dynamic Access offers on-demand outsourced services with a proven clinical model that leads to better patient outcomes and lowers costs for its customers. The company has been accredited by the Joint Commission for over a decade and has been awarded its gold seal of approval. The company was founded by Katie Schatzlein and has been led by CEO Peter H. Harris since 2021.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Edgewater Services LLC (Edgewater Services) is a Private Equity firm is founded in 1991 by Jim A Gordon. The firm is headquartered in Chicago.

Covington Associates LLC (CAL) is an investment banking, financial advisory and broker/dealer headquartered in Boston, Massachusetts and was founded in 1991. CAL provides investment banking services, as well as advisory services in the areas of mergers and acquisitions (M&A), capital raising, strategic advisory services, fairness opinions and valuations and capital restructuring. They focus on four distinct areas including business services, consumer & industrials, healthcare and technology. Covington Associates provides an array of trading and execution services for their clients. They do not provide any internal research.

Water Street Healthcare Partners LLC (Water Street Healthcare Partners) is a private equity firm founded in 2005. The firm is headquartered in Chicago, Illinois.

Element 78 Partners LLC delivers tailored accounting, finance, and technology solutions. The company was founded by John Signa and is headquartered in Oak Brook, IL.

Tender Heart Health Outcomes. provides home medical equipment. It offers medical supplies and pharmaceutical prescriptions to home-based medicaid, medicare, and privately insured patients across Texas. The firm has offices in Austin, Beaumont, Corpus Christi, El Paso, Fort Worth, Harlingen, Harlingen, Houston, Lubbock, San Antonio and Woodway. The company was founded by Britt Peterson in 2005 and is headquartered in Austin, TX.

Part of Kennedy-Wilson Holdings, Inc., Heitman Financial Ltd. is a commercial property management company. The company is based in Newington, VA. Heitman Financial was acquired by Kennedy-Wilson, Inc., a subsidiary of Kennedy-Wilson Holdings, Inc. from Old Mutual (US) Holdings, Inc. on July 17, 1998 for $20 million.

Meritas LLC operates a chain of schools. Its schools are Henderson International School, Lake Mary Preparatory School, Leman Manhattan Preparatory School and Ranch Solano Preparatory School. The company was founded by Philip E. Morgaman and Jonathan McCoy Gamse in 2005 and is headquartered in Northbrook, IL.

The SAVO Group Ltd. provides sales enablement software solutions. The firm offers financial, life sciences, technology and manufacturing solutions. It also offers smarter content, execution, engagement products. The company was founded by John Aiello and Drew Larsen in 1999 and is headquartered in Chicago, IL.

Illinois Venture Capital Association engages in providing services such as education, networking, industry events, roundtable discussions and government lobbying. The company is headquartered in Chicago, IL.

Foundations Recovery Network LLC provides healthcare management services. It offer its services to those battling with co-occurring mental health and substance use disorders through clinical services, education and research. The company was founded in 1995 and is headquartered in Brentwood, TN.

PatientPop, Inc. operates a marketing platform for growing a medical practice. Its platform is a solution for patient acquisition, reputation management, retention marketing and business insights with a dashboard. The company was founded by Luke Kervin, Travis S. Schneider and Taylor Timmer in 2014 and is headquartered in Santa Monica, CA.

Founded in 1965, Robert W. Baird Group Ltd. is a financial and investment services provider to individuals and companies. Part of Baird Financial Group, Inc., the company is based in London, UK.

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).