Jose J. Casaca-Santos

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.

Keylink Holdings LLC is a company that provides a secure, cloud-based platform called vba. The company is based in Germantown, WI. This platform offers flexibility, functionality, and technology to administer multiple lines of business. Michael S. Carney has been the CEO of the company since 2013.

Net Health Systems, Inc. engages in the provision of software solutions for healthcare professionals. It offers wound care services, revenue cycle services, digital marketing services, professional, and telehealth portal services. The company was founded in 1993 and is headquartered in Pittsburgh, PA.

Everly Health Solutions provides remote diagnostic solutions. It offers lab connectivity, compliance and patient outreach solutions. The firm's platform enables testing solutions for health and wellness, telemedicine, diagnostic labs, and payer markets. The company is headquartered in New York, NY.

Innovative Medical Risk Management, Inc. provides medical management services. The company was founded on May 7, 2012 and is headquartered in Plano, TX.

Bitly, Inc. develops web applications and tools. The firm offers applications that allows users to collect, organize, shorten and share links via websites and browser extensions. The company was founded by Todd Levy and Jay Ridgeway in 2008 and is headquartered in New York, NY.

The Expert Institute Group LLC develops and operates technology platform for transforming the way law firms across all practice areas access expertise. The company is headquartered in New York, NY.

Enrollease, Inc. provides human resources and benefits software. Its platform streamline the HR management and benefits enrolment flow process. The company was founded by Courtney Guertin and David A. Reid and is headquartered in San Francisco, CA.

Financial Technology Partners LP provides merger and acquisition, divestiture, restructuring, capital raising and valuation services to the financial technology sector. The company was founded by Steve McLaughlin and is headquartered in San Francisco, CA.

California Teleservices, Inc. provides business process outsourcing services. Its service areas include Inbound, Outbound, and Other Services. The Inbound service offers overflow call management, infomercials, first call resolution, and order taking. The Outbound service focuses on appointment setting, sales and promotions, announcements, and market research. The Other services encompass medical transcription, data entry, large volume data processing, and data conversation. The company was founded in 2002 and is headquartered in Los Angeles, CA.

SavvyMoney, Inc. provides information program that provides users with a credit report card and credit risk score. It provides integrated credit score and personal finance solutions to lenders, banks and credit unions. The company was founded by Gene Volovich, Gregory Crawford and Steve Richmond in 2008 and is headquartered in Pleasanton, CA.

Spreedly, Inc. develops payment software for marketplaces and platforms. It offers a credit card vault in the cloud that stores cards independently from payment gateways and users work with one or multiple payment gateways over time or simultaneously. The firm also enables online merchants, affiliates, and resellers to create and manage non-gateway endpoints, as well as to send credit card data to payment gateway and non-gateway endpoints. The company was founded by John M. Carlin, Alexander Kohlhofer, Nathaniel Talbott and Christian O'Melia in April 2007 and is headquartered in Durham, NC.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.

Thoma Cressey Bravo, Inc. is a private equity investment firm. The firm is headquartered in Chicago, formerly known as Thoma Cressey Equity Partners, Inc. The firm was founded in 1997.

Part of Willis Towers Watson Plc, Frank F. Haack & Associates, Inc. is a company that provides insurance brokerage and employee benefits consulting. The company is based in Milwaukee, WI. Frank F. Haack & Associates was acquired by Hilb, Rogal & Hobbs Co. on September 01, 2004.

Zywave, Inc. engages in the design and development of front office distribution Software-as-a-Service (SaaS) solutions for insurance brokers. The firm offers marketing and prospecting, quoting and proposals, technology integrations, compliance and risk management, people management, enrollment and onboarding, content management, and employee benefits content packages. The company was founded by William R. Haack and James R. Mueller in 1995 and is headquartered in Milwaukee, WI.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Definitive Healthcare LLC engages in the provision of of data, intelligence, and analytics on the healthcare marke. It offers healthcare data solutions to pharmaceutical, biotech, medical devices, technology, healthcare, and financial services sectors. The company was founded by Jason Krantz in 2011 and is headquartered in Framingham, MA.

Membersy LLC engages in provision of dental designed membership programs. It offers consulting, software, ecommerce, marketing, billing, and support. The company was founded by Eric Johnson in 2015 and is headquartered in Austin, TX.

Passport Health Communications, Inc. provides healthcare software solutions. The company was founded by Daniel A. Proctor in October 1996 and is headquartered in Franklin, TN.

MedHOK, Inc. provides an integrated, cloud-based platform that delivers compliance solutions. It also offers comprehensive and compliance solutions for health plans, accountable care organizations, patient centered medical homes, pharmacy benefits management and specialty pharmacies. The company was founded in 2010 and is headquartered in Tampa, FL.

HealthMEDX LLC provides home care, long-term care and rehab software solutions. It offers clinical features, financial, referral management, interoperability, physician solutions and analytics. The company was founded by Charlie Daniels, Dan Cobb and Jim Atteberry in 1999 and is headquartered in Ozark, MO.

Everly Well, Inc. provides at-home health tests and completely transformed lab results. It specializes in prevention medicine, wellness, and digital health. The company was founded by Julia Taylor Cheek in 2015 and is headquartered in Austin, TX.

Payer Compass LLC engages in the provision o of claims pricing automation for commercial and medicare-reference pricing. Its products VisMed, VisCom, VisEdit, VisNet, VisModel, VisGuide, VisDefense, VisMarket, and Medicare 101. The company was founded in April 2013 and is headquartered in Plano, TX.

RxVantage, Inc. provides web-based solutions that provide communication and scheduling between health care providers and their vendors. Its solutions enable health care providers and their vendors to exchange critical information, ideas, and proper prescribing practices to help improve patient care. The company was founded by Gregory Michael Gilman, Daniel B. Gilman, Jeremy Gilman, and James Dwyer and is headquartered in El Segundo, CA.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

Verisys Corp. develops and operates data and technology tools for screening, monitoring, verification and credentialing processes in health care industry. Its products include Facis, CheckMedic and Prescriber. The firm provides technology solutions and primary-source data on healthcare professionals and businesses. The company was founded by John P. Benson and John O’Shaughnessy in 1992 and is headquartered in Alexandria, VA.

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.

Empyrean Solutions LLC is a leading provider of asset/liability management, risk, compliance, and performance management solutions for banks and credit unions. The company is based in Woburn, MA and works with over 700 banks and credit unions, ranging from $50 million to $200+ billion in assets, through their deployed software and outsource services. The company offers a centralized view of an institution's financial strength for the broader office of the CFO and key business stakeholders. Empyrean's software allows financial institutions of all sizes to take control of their balance sheet management, scenario planning, and risk/performance analysis in a single integrated software platform. Empyrean has powered the balance sheet analysis of over $2 trillion of cumulative customer AUM. The company was founded in 2010 by David Magee, Thomas Rutledge. Chris Maclin has been the CEO of the company since 2017.