Jason Schwartz

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Pfingsten Partners LLC (Pfingsten Partners) is a private equity firm founded in 1989 by Thomas Steven Bagley. The firm is headquartered in Chicago, Illinois.

TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Burger King Corp. is engaged in the operation and franchise of fast food restaurants. Its products include burgers, chicken sandwiches, salads, and breakfast meals. The company was founded by James McLamore and David Edgerton in March, 1954 and is headquartered in Miami, FL.

CTBC Bank Corp. (USA) operates as a state commercial bank. It offers personal banking services that include checking accounts; savings accounts, money market accounts, and time deposits; debit cards and ATM cards, wire transfers, safe deposit boxes, and Internet and mobile banking services; consumer credit cards and residential mortgages; and wealth management services. The firm offers business banking services, which include commercial real estate financing, including acquisition financing, refinancing of existing property, and bridge, interim and reposition financing; and commercial banking services. The company was founded in 1965 and is headquartered in Los Angeles, CA.

Sentinel Capital Partners LLC (Sentinel Capital Partners) is a private equity firm founded in 1995 by David Lobel, John McCormack, and Frank Richardson. The firm is headquartered in New York.

Thompson Street Capital Managers LLC (Thompson Street Capital) is a private equity subsidiary of Thompson Street Capital Partners LLC, founded in 2000 by James A. Cooper and Peter Finley. The firm is headquartered in St. Louis, Missouri.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Garage Technology Ventures LLC (Garage Technology Ventures) is a venture capital subsidiary of Pegasus Tech Ventures, Inc. founded in 1998 by Guy Takeo Kawasaki, Craig Winfield Johnson and Richard P. Karlgaard. The firm is headquartered in the Los Altos, California.

Blazent, Inc. provides information technology business intelligence software solutions. Its products include softrac, glove, opselare and data explorer. The company also offers data quality management, data governance, operational validations and software inventory analysis solutions. Blazent was founded by Pamela Day in 2000 and is headquartered in Livonia, MI.

Part of Canadian Imperial Bank of Commerce, CIBC Bank USA is a private bank dedicated to serving the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The company is based in Chicago, IL. The private bank is built around teams of wealth management professionals who provide consultative relationships centered on the clients' unique goals and dreams. The company was founded by Ralph B. Mandell. Shawn Beber has been the CEO of the company since 2022.

Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA.

Hale Capital Partners LP seeks investment opportunities in companies located in the United States with revenues of $20 – $500 Million. The fund targets companies operating in the fields of aerospace, defense & federal technology, technology services, business & consumer services, industrial automation, and natural resources. It provides financing for seed, early, later and buyout transactions with an investment size of $0 - $90 million. It makes minority and majority investments. It makes follow-on investments and takes a seat on the board of directors. It makes control investments.

Ajax Building Corp. provides constructions services. Its services include design builds partner, construction manager and program manager. The company was founded by J.B. Smith in 1958 and is headquartered in Midway, FL.

GCI, Inc. provides contracting and construction management services. It offers pre-lease and construction services in the United States. The company serves the advertising, architectue, broadcasting, financial, healthcare, real estate and retail industries. GCI was founded in 1992 and is headquartered in San Francisco, CA

The Monaco Business School at the International University of Monaco (IUM) develops successful and thoughtful leaders and entrepreneurs. They are the only university which provides a business education fully taught in English on the Cote D'Azur. With 60 nationalities represented in the student body and faculty, it is the premier institution for higher education in the Principality of Monaco. There is a high-level of interactivity between professors and students, and they encourage innovative and creative thinking. They encourage students to go beyond the theories and data taught in the lecture hall by using the skills learnt in real world situations. This allows them to develop strong analytical and cognitive skills which provide them with a foundation for their development as successful business people. Students learn in a thoroughly multi-cultural environment, which brings together people from all over the world to share ideas, change lives and create opportunities on a global scale. Their students take with them a sense of who they are in the world of commerce, and pride in themselves as confident business people and entrepreneurs of tomorrow. Their students graduate with the business skills, practical experience and personal development that will serve them for life.

Harvey Equity Partners LLC (Harvey Equity Partners) is a private equity subsidiary of Harvey & Co. LLC founded in 1998 by David W. M. Harvey, Timothy P. Block and Brian P. Kaneko. The firm is headquartered in Newport Beach, California.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

GOS LLC provides stationery services. The private company is based in Phoenix, AZ.

Archer Wealth Management LLC engages in the provision of financial management and services. It offer tax-efficient wealth accumulation; retirement, estate and gift planning; and business exit strategies. The company was founded by Barbara Archer in 1983 and is headquartered in St. Louis, MO.

The Canadian Depository For Securities Ltd. provides depository, clearing, regulatory and information services. The company was founded on June 9, 1970 and is headquartered in Toronto, Canada.

Part of DigitalBridge Group, Inc., NorthStar Securities LLC is a company that provides brokerage services. The company is based in Greenwood Village, CO.

Essential Services Intermediate Holding Corp. engages in the provision of plumbing, heating, ventilation and air conditioning, and electrical maintenance and repair services. The company was founded in 1958 and is headquartered in Louisville, KY.

Trusight LLC is a deal origination services company that specializes in providing sellers and their investment banks with access to the right investors quickly. The private company is based in Philadelphia, PA and was founded by Thomas E. Bonney and Dan Mahoney. The company has an active distribution channel network of over 500 private equity, family office funds, and high-net worth individuals, which allows them to deliver access to buyers that are specifically interested in the SMB markets they serve and are prescreened to determine fit. Trusight focuses on buyouts, majority recapitalization, and growth investments for companies between $1 million and $10 million in EBITDA.