Jason Monteleone

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.

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

Arcadian Management Services, Inc. engages in the provision of administrative infrastructure and management services to health care provider groups and hospitals. The company was founded by John H. Austin in 1997 and is headquartered in DE.

Premier Research Group Ltd. provides contract research services to pharmaceutical industry. It engages in analgesics, neuroscience, medical devices, rare diseases and pediatrics. The company offers pediatric experience with both familiar and extremely rare childhood illnesses, including work at PICUs, NICUs, clinics, ERs and neonatal studies. Premier Research Group was founded in 2002 and is headquartered in Wokingham, the United Kingdom.

Visiprise, Inc. provides software solutions for integrated manufacturing operations. The company provides solutions for customers plan, define, control, execute and analyze manufacturing operations in a single environment to integrate with existing enterprise applications. Its customers include the aerospace & defense, electronics, automotive & specialty vehicle and medical devise industries. Visiprise was founded by Sean McCloskey and Bill Gendron in 1996 and is headquartered in Alpharetta, GA.

Civatech Oncology, Inc. develops novel medical devices for the treatment of prostate cancer disease. It offers civastring and civasheet products. The company was founded by Suzanne Troxler Babcock and Robert Black in 2006 and is headquartered in Durham, NC.

GumGum, Inc. engages in the design, development, and operation of an in-image advertising platform. The firm provides in-image and in-screen products. Its product is grown to include several displays, mobile, and video solutions to help brands tell their stories and publishers unlock new sources of revenue. It offers GumGum Visual Intelligence, a real-time visual listening platform that helps brands identify and activate online pictures relevant to them, as well as engage their top influencers on social media. The company was founded by Ari Mir and Ophir Tanz in 2006 and is headquartered in Santa Monica, CA.

Rocket Lawyer, Inc. provides online legal services. Its products include easy legal documents, easy incorporation service, find a lawyer, and the web law office. The company was founded by Charley Moore in 2008 and is headquartered in San Francisco, CA.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

SouthernCare, Inc. provides hospice services to patients who reside in private homes, group homes, assisted living facilities and skilled nursing facilities. The company was founded in 1995 and is headquartered in Mooresville, NC.

Part of EyePoint Pharmaceuticals, Inc., pSiMedica Ltd. is a British company that researches and develops nanostructured porous silicon. The company is based in Malvern, UK. The company was founded by Sam di Giacomo. The CEO is Roger Aston. pSiMedica was acquired by EyePoint Pharmaceuticals, Inc. on August 05, 2004 for $40.97 million.

Eurofins DiscoverX Corp. develops, manufactures, and commercializes reagents and complete cell-based assay kits and provides profiling and screening services as well as other turnkey solutions for the drug discovery, screening, and life science markets. Its products include cell lines, target engagement assays, biochemical assays, detection reagents, cell culture kits, reagents, and consumables, ligands, and inhibitors, and retroviruses and cloning vectors. The company was founded by Pyare Khanna and Fabrice Plasson in January 2000 and is headquartered in Fremont, CA.

Emphasys Medical, Inc., a medical technology company, focuses on developing and commercializing minimally invasive therapeutic devices for the treatment of patients with emphysema and other breathing disorders. It offers Zephyr Endobronchial Valve system, which is designed to block air from passing through the opening in the lung and into the chest cavity, resulting in the reduction or elimination of airflow through the leak to allow the tissue to heal. The company offers its products through distributors and dealers in Europe, Australia, Hong Kong, and Singapore. Emphasys Medical was founded in 2000 and is based in Redwood City, CA. Emphasys Medical, Inc. operates as a subsidiary of Pulmonx Corp.

The American Society of Clinical Oncology is a non-profit organization founded in 1964 with the overarching goals of improving cancer care and prevention. More than 27,000 oncology practitioners belong to ASCO, representing all oncology disciplines and subspecialties. Members include physicians and health-care professionals in all levels of the practice of oncology. American Society of Clinical Oncology is the world’s leading professional organization representing physicians who treat people with cancer. ASCO’s members set the standard for patient care worldwide and lead the way in carrying out clinical research aimed at improving the prevention, diagnosis, and treatment of cancer. ASCO's efforts are also directed toward advocating for policies that provide access to high-quality care for all patients with cancer and at supporting the increased funding for clinical and translational research.

Healogics LLC provides wound healing services to hospitals in the United States. It specializes in chronic wound treatment, operates wound care centers, collaborates with hospital and home care providers, and serves as a resource for wound care research. The firm offers treatment for various chronic and non-healing wounds, including venous ulcers, pressure ulcers, arterial ulcers, osteoradionecrosis, necrotizing infections, surgical wounds and burns, soft-tissue radionecrosis, diabetic lower extremity ulcers, and chronic refractory osteomyelitis. It manages wound care centers through a connected network of centers, partner hospitals, academic medical centers, patients, and families. The company was founded on June 10, 1996 and is headquartered in Jacksonville, FL.

American Society of Nephrology operates as a professional society devoted to the study of kidney disease. The company is headquartered in Washington, DC.

The Drug Information Association is a non-profit multidisciplinary association that operates to promote health and well-being. The non-profit company is based in Horsham, PA. Marwan Fathallah has been the CEO of the company since 2023.

Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas.

The Women's Business Enterprise National Council (WBENC) is a third-party certifier of businesses owned and operated by women. The non-profit company is based in Washington. WBENC is a leader in supporting consumer-oriented female entrepreneurs and those who do business with them by raising awareness for why, where, and how to buy women-owned. Founded in 1997, WBENC has over 18,000 certified women's business enterprises, 14 national regional partner organizations, and more than 500 corporate members, most of which are Fortune 500 companies. Pamela Prince-Eason has been the CEO of the American company since 2011.

Mario Family Partners (Mario Family) is a venture capital firm founded in 2001 by Gregory Mario. The firm is headquartered in North Carolina.

Part of dMed Biopharmaceutical Technology (Shanghai) Co., Ltd., Worldwide Clinical Research, Inc. provides management consulting services to the clinical research industry. The company is based in Overland Park, KS. The company was founded by Barbara J. Geiger. Worldwide Clinical Research was acquired by Clinipace, Inc., part of dMed Biopharmaceutical Technology (Shanghai) Co., Ltd. from April 28, 2021 on November 09, 2009.

Virgo Investment Group LLC (Virgo Investment Group) is a private equity firm founded by Jesse Watson and Barry Jay Uphoff in 2009. The firm is headquartered in Burlingame, CA.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Urgent Team Management LLC provides healthcare services. It offers urgent care, family care, women’s health, occupational health, wellness care, monitoring and management, and school, sports and camp physicals. The company was founded in August 2011 and is headquartered in Nashville, TN.

Leading Pharma LLC manufactures, markets and distributes pharmaceutical products to wholesalers, distributors, drugstore chains, mass merchandisers, government agencies and managed care accounts. The company was founded by Ronald Gold in 2014 and is headquartered in Fairfield, NJ.

Zippy Shell, Inc. provides storage and moving services. The company was founded by Gareth Taylor and Adam Gilchrist in 2007 and is headquartered in Wake Forest, NC.

Ag Resource Management LLC provides niche financial solutions to the retail agriculture market. It engages in production lending directly to the producer or in conjunction with a local supplier or lender. The company was founded in 2009 and is headquartered in Fort Worth, TX.

Superfly Productions LLC engages in the provision of event and talent management services. It designs and produces iconic live experiences and help iconic brands connet to the audience. The company was founded by Jonathan Mayers, Rick Farman, Kerry Black, and Rich Goodstone and is headquartered in New York, NY.

Morgan Stanley Expansion Capital (Morgan Stanley Expansion Capital) is a private equity firm, a subsidiary of Morgan Stanley Investment Management Merchant Banking founded in 1986. The firm is headquartered in Los Angeles, California.

Abs Topco LLC engages in the provision of healthcare services. The company is headquartered in Salt Lake City, UT.

Transverse Insurance Group LLC engages in the provision of insurance services. It provides underwriting, reinsurance and compliance, actuarial, and claims support to its program partners. The company was founded by Erik Matson and David Paulsson in 2018 and is headquartered in Princeton, NJ.

ValGenesis, Inc. engages in advocating the need for an electronic system to manage the corporate validation process to enforce consistency, enhance compliance and standardize the corporate validation lifecycle processes. Its products include 21 CFR part 11 compliance, GxP asset management, validation plan, validation projects, requirement management, document lifecycle management and dynamic trace matrix. The company was founded in 2004 and is headquartered in South San Francisco, CA.

Ygrene Energy Fund, Inc. provides financial services to commercial and residential properties. It serves homeowners and contractors. The company was founded by Dennis R. Hunter in 2010 and is headquartered in Petaluma, CA.