Kenneth Shea

Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information.

CAV Angels provides investment services. It offers education on investment in private and early stage companies. The company was founded by Dick Crawford, Jim Cheng, Rob C. Masri, and Douglas Muir and is headquartered in Charlottesville, VA.

Sunlight Financial Holdings, Inc. is a technology-enabled point-of-sale finance company. It provides residential solar and home improvement contractors the ability to offer seamless POS financing to their customers when purchasing residential solar systems or other home improvements. The company was founded in 2014 and is headquartered in Charlotte, NC.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Delphi Growth Capital Corp. operates as a capital pool company. It is formed for the purpose of entering into a merger, stock exchange, asset acquisition, stock purchase, recapitalization, reorganization or similar business combination with one or more businesses or entities. The company was founded on August 27, 2020 and is headquartered in New York, NY.

Pilot Growth Management LLC (Pilot Growth) is a private equity firm founded in 2009 by Rob Walker, Neil Callahan and William Lee. The firm is headquartered in San Francisco, California.