Joanne Kintzel

Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Glynn Capital Management LLC (Glynn Capital) is a venture capital firm founded in 1974 by John W. Glynn. The firm is headquartered in San Francisco, California.

Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA.

Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO.

TCMI, Inc.(TCV) is a venture capital firm founded in 1995 by Jay Crandall Hoag and Richard Herrick Kimball. The firm is headquartered in Palo Alto, California.

The Benecon Group, Inc. provides municipal insurance, brokerage and actuarial services. Its services include private sector consortiums, public sector cooperatives, group ancillary benefits, and producer/ broker, actuarial, compliance and wellness services. The company was founded by Samuel N. Lombardo and Joel E. Callihan in 1992 and is headquartered in Lititz, PA.

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL.

American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA.

Conservice LLC engages in the provision of utility billing expert’s solutions. It offers billing-expense recovery, synergy-utility management, metering, optimyze energy procurement, confirm utility analysis, and control contract management. It serves the multifamily, single family, student housing, commercial, and military markets. The company was founded by David Jenkins in 2000 and is headquartered in River Heights, UT.

Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund.

WebPT, Inc. engages in the development of rehab therapy platform for enhancing patient care. Its solutions include practice management, interoperability, onboarding, and clinical supplies. The company was founded by Brad Jannenga and Heidi Jannenga in 2006 and is headquartered in Phoenix, AZ.

INVOLAR Corp. Ltd. manufactures and supplies micro inverter products. Its products include MAC250, MAC500, INVO and eGate. The company was founded by Junyin Gu in 2008 and is headquartered in Shanghai, China.

Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.

Backstage LLC provides online career building services to actors, singers, dancers and other artists. The company was founded in 1960 and is headquartered in New York, NY.

Salsify, Inc. engages in the provision of a product experience management platform to brand manufacturers. The company was founded by Jason Edward Purcell, Jeremy Andrew Redburn, and Robert Gonzalez in 2012 and is headquartered in Boston, MA.

Visby Medical, Inc. operates as a healthcare technology company. It develops diagnostic products for professionals and consumers. The company was founded by Gregory Loney and Adam de la Zerda in 2008 and is headquartered in San Jose, CA.

Plusgrade US LLC engages in the development of an online revenue upgrade platform solutions for travel industry. Its features comprise delivering post-reservation confirmation through multiple touch points; customized airline environment; and optional payment. The company was founded by Ken Harris in 2009 and is headquartered in New York, NY.

ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA.

Maintenance Connection, Inc. develops software for facilities maintenance and asset management. It offers its computerized maintenance management software (CMMS) to a variety of industries including manufacturing, energy, facility management, healthcare, government, education, recreation, city and state government, transportation, metal, and mining. The company was founded by Chris Bucher in 1999 and is headquartered in Davis, CA.

Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events.

Experity, Inc. engages in the development and provision of a clinical and practice management software. It offers EMR and practice and revenue cycle management. patient engagement, business intelligence, and consulting services. The company is headquartered in Naperville, IL.

Fuelcomm, Inc. operates as a retail intelligence and software company. It specializes in software, retail analytics, data science, machine learning, predictive analytics and e-commerce. The company was founded by Michael Lagoni in 2014 and is headquartered in Seattle, WA.

TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.

Sima Technologies, Inc. operates as a machine learning platform. The company was founded by Rangasayee Krishnamurthy and is headquartered in San Jose, CA.

Drivecentric, Inc. is a provider of automotive customer relationship management (CRM) software. The American company is OEM certified by most manufacturers and integrate with all major DMS providers. The private company's platform combines CRM, automation, and engagement tools to provide dealerships with valuable insights for better decision-making. Drivecentric believes in the integration of technology and sales processes to create a seamless, efficient, and exceptional experience for both the user and their customers.

Full Sail IP Partners LLC is an intellectual property investment firm that acquires, manages, and grows intellectual property assets through the brand licensing business model. The joint venture company is based in Westport, CT and has subsidiaries in the United States. Backed by Warburg Pincus, a leading growth investor, Full Sail is focused on building a portfolio unmatched in the industry. Alan Kravetz has been the CEO of the company since 2021.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.