Maxwell H. Neely

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

TD Capital Management LLC (TD Capital) is an independent registered wealth management/investment advisory firm headquartered in Memphis, Tennessee. The firm was founded by L. Douglas Smith and Nimrod Thompson in 1996. TD Capital provides investment management services for pension and profit-sharing plans, endowment funds, trusts, estates and charitable organizations.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Graham Partners, Inc (Graham Partners) is a private equity subsidiary of The Graham Group Inc founded in 1988 by Steve C. Graham. The firm is headquartered in Newtown Square, Pennsylvania.

Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

Crawley Ventures (Crawley Ventures) is a venture capital firm founded in 1995 by Jim B. Crawley. The firm is headquartered in Denver, Colorado.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC.

AMERGINT Technologies, Inc. provides software technology solutions. The firm’s products include softFEP front ends, satTRAC modems, softFEP payload processors, softFEP data recorders, range and launch site systems, and satellite test systems. The company was founded in 2008 and is headquartered in Colorado Springs, CO.

Dobbs Equity Partners LLC (Dobbs Equity Partners) is a private equity firm founded in 2008 by John Hull Dobbs Jr. The firm is headquartered in Memphis, Tennessee.

Accolade Capital Management LLC (Accolade Capital Management) is a venture capital and private equity firm founded in 2000 by Joelle Kayden. The firm is headquartered in Washington, District of Columbia.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Part of Regions Financial Corp., Regions Securities LLC is a company that offers various financial services to businesses. The company is based in Atlanta, GA. The company provides assistance in protecting businesses from fraud and cybercrime, as well as offering loan options to help businesses grow. Regions Securities also offers business checking, credit cards, cash management, and payment services to make business banking easier. The CEOs are Tom Dierdorff, Robert Scot Heffes. The company was founded in 2011.

Juniper Capital Management LLC (Juniper Capital) is a private equity firm founded in 2014 by Bryan L. Grabowsky and Louis J. Grabowsky. The firm is headquartered in Dallas, Texas.

Cohort Capital LLC (Cohort Capital) is a venture capital firm founded in 2012 by Chris Holmes. The firm is headquartered in Denver, Colorado.

Razorhorse Capital, Inc. operates as an investment firm. It offers financial advisory services. The company was founded by Austin Scee in 2012 and is headquartered in Atlanta, GA.

Diversified Trust(Private Equity) is a Private Equity subsidiary of Diversified Trust Co founded in 1994. The firm is headquartered in Memphis, Tennessee.

Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado.

Firsttracks Ventures LLC (FirstTtracks Ventures) is a venture capital firm founded in 2014. Fiirsttracks Ventures is headquartered in Denver, Colorado.

Borgen Investment Group operates as a venture capital firm. The private company is based in Denver, CO. Jon-Erik Borgen has been the CEO of the company since 2008.

Crete Mechanical Group, Inc. is a nationwide multi-service solutions provider that offers commercial HVAC, electrical, plumbing, building automation, and controls services through a network of local partners. Crete Mechanical Group has subsidiaries throughout the United States and is based in Tampa, FL. The company focuses on building strong relationships with its customers and combines the resources of a large organization with the freedom to continue operating local businesses. The company was founded by Frank Zhang and Jake Sloane, and Michael L. Cox has been the CEO since 2022.

McKinsey & Co. Canada is a consulting firm that provides consulting services to companies and organizations. The private company is based in Halifax, Canada and was founded in 2003.

Embedded Ventures LLC (Embedded Ventures) is a venture capital firm founded in 2020 by Jenna Bryant and Jordan Noone. The firm is headquartered in Los Angeles, California.