Kellon Furber

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.

Forward Health Group, Inc. develops and provides web-based health data and analytics solutions for health care providers and organizations. The firm provides acquisition, curation, aggregation, attribution, visualization and distribution services. The company was founded by Michael Barbouche in 2009 and is headquartered in Madison, WI.

Medistreams LLC develops healthcare revenue cycle management solutions. Its products include paper EOB conversion, patient payment processing, ERA processing and medical lockbox. The company was founded by James T. Coyle, Jr. and John A. Koch in 2009 and is headquartered in Roswell, GA.

Coinzoom Securities LLC operates as an investment bank for startups. The firm offers an equity-based crowd funding, focusing on seed investments in early stage technology companies. The company was founded by Todd Crosland and Clifton Crosland and is headquartered in Salt Lake City, UT.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

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.

The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

RELX, Inc. provides professional information solutions in the science, medical, risk, legal and business sectors. It offers information in hard copy and electronic formats to the government, scientific, legal, educational and business communities. The company is headquartered in New York, NY.

Founded by Kevin R. Green and David A. Henderson in 1997, TripleTree LLC is an independent merchant bank headquartered in Edina, Minnesota.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

HGGC LLC (HGGC) is a private equity firm founded in 2007 by Robert Gay, Greg Benson, Rich Lawson and Steve Young. The firm is headquartered in Palo Alto, California and was formerly known as Huntsman Gay Global Capital LLC.

Navvis & Co. LLC provides consultancy and advisory solutions to the health services industry. It offers strategic counsel, planning for health system-physician alignment, and facility development for health care organizations. The company was founded on March 23, 2007 and is headquartered in St. Louis, MO.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Collaborative Fund (Collaborative Fund) is a Venture Capital firm founded in 2010 by Craig Shapiro. The firm is headquartered in New York.

Informed Medical Decisions, Inc. provides professional and networking services. The firm operates as a comprehensive evidence-based knowledge library for genetic tests and hereditary conditions. It offers information about the genetic counseling services to both consumers and medical providers, and how to initiate services. The company was founded by David Patrick Nixon, Heather L. Shappell, and Rebecca Sutphen in 2007 and is headquartered in St. Petersburg, FL.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Clinithink Ltd. provides technology to manage unstructured healthcare data. It expands the value of analytics for population health management, accountable care, and quality improvement across the healthcare enterprise. The firm also offers payers and providers valuable insight into quality metrics and operational planning, which can also mean a significant reduction in the cost of delivering care. The company was founded by Christopher James Thomas Tackaberry and Peter David Johnson in 2009 and is headquartered in Bridgend, the United Kingdom.

Global Financial Advisors, Inc. is a financial advisory firm that specializes in creating value for business owners and ultra-high-net-worth families. The private company is based in Miramar, FL. The company has a 28-year veteran in the financial industry, Donald Gross.

Lead Edge Capital Management LLC (Lead Edge Capital) is a private equity and venture capital subsidiary of SV Booth Investments I LLC founded in 2012 by Mitchell Green and Scott Booth. The firm is headquartered in New York.

Part of TTCP Management Services LLC, TripleTree Holdings LLC is a healthcare investment bank based in Minneapolis, MN. TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, growth capital, and strategic advisory services in the healthcare industry. The company was founded in 1997 by Kevin R. Green.

Leavitt Equity Partners LLC (Leavitt Equity Partners) is a health care focused, value-add investor founded in 2014. The firm is headquartered in Salt Lake City, Utah.

COINZOOM VENTURES LLC (Coinzoom Ventures) is a venture capital founded in 2014 by Todd Crosland and Benjamin Crosland. The firm is headquartered in Salt Lake, Utah.

HiTech Assets LLC specializes in the resale of all types of electronic equipment. It also repairs and remarkets equipment that most other providers scrap and recycle. The company is headquartered in Oklahoma City, OK.

Campus Founders Fund LLC (Campus Founders Fund) is a venture capital firm founded in 2014 by Dalton Wright and Mark Khoury. The firm is headquartered in Salt Lake City, Utah.

MedZed LLC is a healthcare company based in Atlanta, GA and has subsidiaries in the United States. MedZed provides healthcare services through a unique model that combines telemedicine and in-home care to provide patients with personalized and convenient medical attention. The company's services are aimed at improving patient outcomes and reducing healthcare costs. The company was founded in 2014 by Scott Schnell and Neil A. Solomon, with Scott Schnell serving as the CEO since its inception.

StatRad Holdco LLC provides cloud-based software to allow digital access to medical images. The company is headquartered in San Diego, CA.

Icario, Inc. is a health action company that leverages innovative technology, data science, and behavioral insights to improve health outcomes. The company is based in Minneapolis, MN and has subsidiaries in the United States. The company partners with health and wellness point solutions to drive enrollment and participation in personalized health action programs. Icario's health action programs are designed to meet the Medicare population where they are, moving them to take specific actions. The company's health platform focuses on healthcare risk assessments and HEDIS gap closure to mitigate member risk and provide quality. The platform combines demographic, clinical, and consumer data with behavioral science to personalize the member experience. Icario understands that it’s difficult to engage Medicaid members and has developed a framework for understanding this population to drive action. The company was founded in 2020 by Thomas C. Wicka. Marc Willard has been the CEO of the company since 2023.

Revel Health LLC engages in the provision of data driven health engagement platform. It provides platform home, preventive action programs, health survey programs, and activation programs. The company was founded in 2006 is headquartered in Minneapolis, MN.

NucleusHealth operates as a healthcare company with cloud-based image technology and teleradiology solutions. Its Nucleus.io cloud-based image management platform is comprised of software-as-a-service solutions that provide image exchange, diagnostic and clinical viewing, archiving and a platform-as-a-service for enabling medical software applications. The company was founded in 1996 and is headquartered in San diego, CA.

VCTEP LLC is a healthcare company that provides compassionate eating disorder treatment services. The company is based in St. Paul, MN, and has subsidiaries in the United States. The company operates under the brand names Accanto Health and Veritas Collaborative. Accanto Health is committed to serving clients throughout their treatment journeys, while Veritas Collaborative is passionate about providing evidence-based treatment. The company's flagship program, The Emily Program, offers in-person and virtual treatment across several locations in the United States. The company was founded by Dirk Miller, and the CEO is Dave Willcutts.

Lovevery, Inc. enagges in the wholesale of baby play products through online. Its products include play kits, block set, play gym, buddy stroller, organic cotton, pull up, and black and white art cards. The company was founded by Jessica Rolph and Roderick Morris and is headquartered in Boise, ID.