Paige Dolby

Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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.

DriveWealth LLC provides mobile investing platform for individual investors that offer a selection of exchange traded funds (ETFs) and US listed stocks. It also offers free educational content to help investors understand finance and investing basics. The company was founded by Robert Cortright in 2012 and is headquartered in Chatham, NJ.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

C&B capital (C&B capital) is a private equity and venture capital firm founded in 1996 by Edward Stockton Croft and Theodore J. Bender. The firm is headquartered in Atlanta, Georgia.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.

Route 66 Ventures LLC (Route 66 Ventures) is a private equity/venture capital firm founded in 2012 by L. Michael Myers and Ryan Katz. The firm is headquartered in Alexandria, Virginia.

Vecprobio Inc. develops manufacturing technologies and tools for gene therapy. The company is based in San Diego, CA. The company was founded in 2022. Daniel Gibbs has been the CEO of the company since 2022.

Infrascale, Inc. provides cloud-based data protection solutions. It offers cloud failover and data protection appliance, and data protection cloud. The company was founded by Ken Shaw Jr. in 2006 and is headquartered in El Segundo, CA.

Stridebio, Inc. focuses on creating and developing novel adeno-associated viral vector technologies. The company was founded by Aravind Asokan, Mavis Agbandje-McKenna and Patrick Ritschel and is headquartered in Durham, NC.

Ribometrix, Inc. develops small molecule drugs that target functional RNA structures to create new avenues to treat human disease. The company was founded by Kevin Weeks and Katie Warner and is headquartered in Greenville, NC.

Till, Inc. engages in the development of financial service platform. Its product improves residential landlord revenue by helping renters achieve financial stability. The company was founded by David Sullivan in 2017 and is headquartered in Alexandria, VA.

Avalon Cyber Corp. provides technology services. The company was founded in 2016 and is headquartered in Alexandria, VA.

Resurgens Technology Partners LLC (Resurgens Technology) is a private equity firm founded in 2016 by John Baumstark, Fred Sturgis and Adi Filipovic. The firm is headquartered in Atlanta, Georgia.

King & Union LLC provides security analysis, collaboration and reporting services. The company was founded by John Cassidy in 2017 and is headquartered in Alexandria, VA.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

Motionsoft, Inc. develops enterprise management software solutions. It offers mosoclub, moso enterprise, and billing or payment processing. The firm serves the gym and health clubs, hospital wellness center, and corporate fitness center. The company was founded by Ali Noshirvani and Hossein Noshirvani in 2004 and is headquartered in Rockville, MD.

Movencorp, Inc. develops mobile money management solutions. The firm allows users to deposit money in moven account and make payments and withdrawals using plastic cards and via online and phone. The company was founded by Brett Andrew King and Alex Sion in 2010 and is headquartered in New York, NY.

CoverHound, Inc. operates an insurance comparison shopping platform. It offers an online automobile insurance comparison and sales platform to consumers. The firm helps people compare rates from numerous insurance carriers and then purchase an insurance policy within minutes. The company was founded by Joel Hayhurst, Basil Enan, and Rory Joyce in May 2010 and is headquartered in San Francisco, CA.

Goal Structured Solutions, Inc. provides consumer and student loan management services. It specializes in portfolio management, loan performance analytics, capital markets advisory services, education finance, asset acquisition, asset management, solar loan servicing and loan servicing. The company was founded in 2008 and is headquartered in San Diego, CA.

Hoffman Institute Foundation provides transformative adult education, spiritual growth and the personal dimensions of leadership aspects. It serves business professionals, stay-at-home parents, therapists, students, tradespeople, and those seeking clarity in all aspects of their lives. The company was founded by Raz Ingrasci and is headquartered in San Rafael, CA.

Sensorium Therapeutics, Inc. is a biotechnology company based in Massachusetts. Sensorium Therapeutics leverages cutting-edge chemistry, neuroscience, and machine learning to develop nature-inspired psychoactive medicines for mental health. The American company's groundbreaking biodynamic discovery platform™ rapidly identifies, reproduces, adapts, and enhances targeted molecules to deliver transformational benefits to patients around the world. The company completed a $30m series A financing in late 2023 led by Santé Ventures, with participation from Route 66 Ventures, CU Healthcare Innovation Fund, and others. The company was founded by Jerrold F. Rosenbaum, Jacob Hooker, Richard Simon, Alex Simon, and Stephen Haggarty. Richard Simon has been the CEO since incorporation.

TRG Management LP (Private Equity) (TRG Management) is a private equity subsidiary of Rohatyn Management Interests LLC founded in 1993 by Nicolas Streit Rohatyn. The firm is headquartered in New York with additional offices around the world.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

Switchboard Health is a company that provides a platform for health plans to access specialty care that is more convenient, affordable, and of higher quality. The company is based in Boise, ID. The company helps providers, health plans, and employers to identify and coordinate high-value specialty care services.

Dobbs Management Service /Private Equity/ (Dobbs Management) is a private equity subsidiary of Dobbs Management Service LLC founded in 1920. The firm is headquartered in Memphis, Tennessee.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Immatics US, Inc. develops adoptive cell therapies (ACT) for the treatment of cancer. The company’s ACT therapies are intended to use human T-cells that have been multiplied outside the body before being infused into a cancer patient. It also offers XPRESIDENT, a target discovery engine that enables users to identify, quantify, and prioritize tumor-associated peptides that are recognized by T-cells. The company was founded by Harpreet Singh-Jasuja, Toni Weinschenk, Niels Emmerich, Hans-George Rammensee, Steffen Walter, Peter Brossart and Hansjorg Schild in June 2015 and is headquartered in Houston, TX.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.