Lisa Tolliver

Capstone Headwaters LLC operates as an investment banking firm. It provides merger and acquisition, private placement, business consulting, corporate restructuring, valuation, and strategic advisory services. The company was founded by John Ferrara in 1996 and is headquartered in Boston, MA.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

SagePoint Advisors LLC is based in Del Mar, CA. Part of Huntington Bancshares, Inc., SagePoint Advisors LLC is a company that provides merger, acquisition, and strategic advisory services. The company was founded by David P. Michaels. SagePoint Advisors was acquired by Capstone Partners LLC, part of Huntington Bancshares, Inc., from June 16, 2022, on July 11, 2012.

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

ValueMetrics LLC provides business consulting services. The company was founded in 2007 and is headquartered in Manassas, VA.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio.

Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors.

Talisman Capital Management Inc (Talisman Capital) is a private equity firm founded in 2000 by Matt D. Walter. The firm is headquartered in Columbus, Ohio.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Katana Graph, Inc. is a startup based in Austin, TX that is revolutionizing the way businesses use massive data to solve their biggest challenges. The company offers an all-in-one platform that powers graph queries to analytics, mining, and graph AI. The company is pairing innovations in graph and machine learning to allow timely insights for businesses. The company works closely with customers to identify new ways to make massive data work, by supporting decentralized workloads for graph query, analytics, mining, and AI. The company was founded by Keshav Pingali and Chris Rossbach, with Keshav Pingali serving as the CEO since incorporation.

Bertram Capital Management LLC (Bertram Capital Mgmt) is a private equity firm founded in 2006 by Jeff Drazan. The firm is headquartered in Foster City, California.

Nextera Economics, Inc. provided business strategy, operations improvement, and information technology consulting services. The company was headquartered in Chicago, IL.

A&E Investments LLC (A&E Investments) is a venture capital firm founded in 2002. The firm is headquartered in San Francisco, California.

Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts.

MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky.

Monomoy Capital Partners LLC (Monomoy Capital Partners) is a Private Equity firm founded in 2005 by Stephen Presser, Dan Collin and Justin Hillenbrand. The firm is headquartered in New York.

HSC Acquisitions LLC provides pharmaceutical marketing solutions. Its services include advertising, branding, content development and management, digital media, direct marketing, exhibit design, healthcare education, logistics support, marketing programs, market research, media relations and planning, national advisories, private satellite broadcasting, promotional events, publication planning, relationship management, sample order validation and management, speaker bureau management, video animation, and Web broadcasting. The company was founded by Jerry Brager in 1998 and is headquartered in Mahwah, NJ.

United BioSource Corp. is a scientific and medical affairs organization that partners with life science companies to develop and commercialize their products. The company is involved in pre- and post-approval product development; pricing, coverage, reimbursement, and access strategies; and medical publication and communications. United BioSource Corp. was founded by Ethan D. Leder and Mark P. Cleinin in 2003 and is headquartered in Chevy Chase, MD.

Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

PNC Mezzanine Capital (PNC Mezzanine Capital) is a private equity subsidiary of PNC Holding LLC founded in 1989 by David J Blair. The firm is headquartered in Pittsburgh, Pennsylvania.