Joe Grubb

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.

Milbank LLP provides legal services. It serves corporate, finance, financial restructuring, litigation and arbitration, securities, capital markets, trusts, estates, and exempt organizations, and tax markets. The company was founded in 1866 and is headquartered in New York, NY.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Ovuline, Inc. designs and develops applications for women?s health. It designed two applications, Ovia Fertility and Ovia Pregnancy, to track women?s fertility and pregnancy and also provide users with a feedback loop for their symptoms. The company was founded by Alex Baron and Paris Wallace in June, 2012 and is headquartered in Boston, MA.

3Derm Systems, Inc. develops skin monitoring solution that allows patients to take clinical-quality 3D images from the comfort of own homes. The company was founded by Elizabeth Asai and Elliot Swart in 2012 and is headquartered in Boston, MA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Avantus LLC (California) develops and operates solar power plants. Its solar projects include mount signal 1, springbok 1, Haworth solar, springbok 2 solar farm and midway solar farm III. The company was founded by Martin Hermann and Tom Buttgenbach in 2009 and is headquartered in El Dorado Hills, CA.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.

LifeSci Capital LLC is a full-service investment bank based in New York, NY. LifeSci Capital LLC provides financial and strategic advisory services, institutional outreach, and research to leading life sciences companies. The company's team of investment bankers has extensive experience at bulge bracket and specialty investment banks. The company also has a highly regarded team of analysts who generate differentiated, proprietary research and cover companies across all major therapeutic areas. The company was founded in 2013 by Andrew Ian McDonald and Michael Yehuda Rice. Dan Alan Wychulis has been the CEO of the company since 2024.

New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts.

TM Capital Corp. operates as a investment banking firm. The firm helps public and private companies sell their businesses, divest subsidiaries and divisions, negotiate strategic acquisitions, and buyouts. The company was founded in 1989 and is headquartered in New York, NY.

Virtu Financial LLC operates as an electronic market making firm which provides offers to buy and sell a security or other financial product. The firm is a market maker across all financial centers including equities, fixed income, currencies, futures, energy products and other commodities. The company was founded by Vincent Viola and Douglas A. Cifu in 2008 and is headquartered in New York, NY.

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).

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Premier Diagnostic Services, Inc. is a leading provider of community, hospital and office based diagnostic ultrasound services in their marketplace, performing over 8,000 ultrasound procedures a month. They offer the best in emerging technology, in both ultrasound and telecommunications, to sole practitioners, small and large office based groups and hospital based physicians in order to deliver a full montage of ultrasound services to their patients. The company was founded in 1997 and is headquartered in Avon, MA.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY.

Milestone Partners Management Co LP (Milestone Partners) is a private equity firm founded in 1995 by William Scott Warren. The firm is headquartered in Radnor, Pennsylvania.

Seae Ventures LLC (Seae Ventures) is a venture capital firm founded in 2019 by Jason Robart, Peter Sally and TemiTuoyo Louis. The firm is headquartered in Boston, Massachusetts.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Zaffre Investments LLC (Zaffre Investments) is a venture capital subsidiary of Blue Cross & Blue Shield of Massachusetts Inc founded in 2014. The firm is headquartered in Boston, Massachusetts.

Exceptional Capital LLC (Exceptional Capital) is a venture capital firm founded in 2022 by Evans Marell. The firm is headquartered in Miami, Florida.

Yaro LLC provides consumer-focused, and mobile health company. It develops a mobile application for consumers, employers, and providers. The company was founded in 2013 and is headquartered in Chicago, IL.

Battery Ventures is a private equity and venture capital firm is founded in 1983. The firm is headquartered in Boston, Massachusetts.

Blumberg Capital LLC (Blumberg Capital) is a venture capital firm founded in 1991 by David Blumberg. The firm is headquartered in San Francisco, California.

Artisanal Ventures LLC (Artisanal Ventures) is a venture capital firm founded in 2021 by Andy Price and Andrew Van Nest. The firm is headquartered in Tiburon, California.