Nick Ross

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.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

eegee's, Inc. owns and operates restaurant chain. Its products include sandwiches, french fries, salads, homemade ranch dressing, cookies, and the iconic eegee’s frozen fruit drink. The company was founded by Edmund Irving and Robert Greenberg in 1971 and is headquartered in Tucson, AZ.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

CenterOak Partners LLC (CenterOak) is a private equity firm founded in 2014 by Randall Fojtasek. The firm is headquartered in Dallas, Texas.

Epic Health Services, Inc. engages in the provision of health care services. Its services include pediatric services which include private duty skilled nursing, speech-language therapy, occupational therapy and physical therapy, adult services which includes private duty skilled nursing, speech-language therapy, occupational therapy, physical therapy, behavioral health nursing, and personal care. The company was founded in 2001 and is headquartered in Dallas, TX.

Epic MedStaff Services, Inc. has been in the Dallas area since 2001 and has since expanded to Ft. Worth, San Antonio, Corpus Christi, Tyler and Houston. The firm prides itself on maintaining a staff of well rounded, diverse, and experienced includes Certified Nurse Assistants, Licensed Vocational Nurses, Registered Nurses, Physical, Speech, Occupational Therapists, Physical Therapist Assistants, Respiratory Therapists, Phlebotomists, Medical Assistants, and Mental Health Technicians. Every member of its staff has a minimum of one year's experience and has passed the relevant examinations necessary to ensure competency in their field. Epic MedStaff Services serves people of every age in communities across Texas including pediatric care through the Texas Medicaid CCP, MDCP, and CHIP programs. The firm's High Tech Specialty Nursing Care include Tracheostomy care, Ventilator care, Seizure Disorders, Gastrostomies, Cerebal Palsy, Respiratory program, Quadriplegia, Spina bifida, Cardiac Disease, Genetic Disorders, Colostomies, Oncology/Hematology, and SMA syndrome(Spinal Muscular Atrophy).

Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California.

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.

Riata Capital Group LLC (Riata Capital Group) is a private equity firm founded in 2014. The firm is headquartered in Dallas, Texas.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

New Water Capital LP (New Water Capital) is a private equity firm founded in 2014 by Jason Howard Neimark, Brian McGee and John Disa. The firm is headquartered in Boca Raton, Florida.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Scout VC LLC (Scout ventures) is a venture capital firm founded in 2009 by Brad C. Harrison. The firm is headquartered in New York.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

Learnfully, Inc. is an online service and community that provides personalized learning strategies for children. The company is based in Redwood City, CA. The company leverages adaptive tools and analytics to recommend approaches, content, and resources that uplift strengths and overcome struggles. Learnfully was founded by Suchi Deshpande and Letha McLaren, with Letha McLaren serving as CEO since incorporation.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

Jff Ventures (Jff Ventures) is a venture capital subsidiary of Jobs for the Future founded in 2017. The firm is headquartered in Boston, Massachusetts.

Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York.

ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas.

FSC Lighting, Inc. engages in the manufacture of lighting solutions. Its products include LED Vaportites, LED Strips, Fluorescent, and LED Retrofit. The company was founded by Max Yawitz in 1969 and is headquartered in Rancho Cucamonga, CA.

Stored Energy Systems LLC provides a range of DC power systems and battery chargers for various applications. Stored Energy Systems is based in Longmont, CO. The company's products include PowerCab™ 120, MicroGenius® 2 battery charger, ROM remote output module, EnerGenius NRG genset engine start battery charger, SENS industrial switchmode battery chargers, and MicroCab™ 1500 outdoor DC power system. The company's trained systems support engineers assist customers in selecting the best battery for their application. The company was founded in 1971 by Herb Kaewert, and the CEO is William F. Kaewert.

Diversified Roofing Corp. is an American company that provides roofing services for both commercial and residential properties. The private company's focus is on protecting their clients' assets through their roofing solutions.

TalentSmart, Inc. engages in the provision of emotional intelligence training. Its products include Emotional Intelligence Appraisal, EQ daily calendar, 360 refined, IDISC, and Yellow Foam Brain. It also offers on-site training, train the trainer, public workshops, coaching, keynotes, and assessment services. The company was founded by Jean Greaves and Travis Bradberry in 1995 and is headquartered in San Diego, CA.

a360, Inc. operates as a technology and outsourcing services provides to th financial services, real estate and legal industries. The firm offers case management system technology and practice management services to law firms, title agencies, and underwriters, and mortgage companies and investors. It also provide solutions in the area of technology, outsourcing, consulting, compliance, title information and invoice, billing and collections. The company was founded in 2017 and is headquartered in Carrollton, TX.

Reliable Medical Supply, Inc. engages in the provision of medical, dental, and hospital equipment and supplies. It offers respiratory, rehabilitation and mobility, DME supplies, nutrition, and kid products. The company was founded Jeffery Hall and John Hall in 1989 and is headquartered in Brooklyn Park, MN.

Juris Medical LLC engages in the provision of legal services for hiring medical experts. The company was founded by Gilbert Meadows in 2011 and is headquartered in San Antonio, TX.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.