Robert S. Whatley

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations.

Morgan Truck Body LLC engages in the manufacturing and design of truck and van bodies. It offers dry freight, refrigerated, platform and dump, furniture and moving, curtain sider, and cut-a-way. The company was founded in 1952 and is headquartered in Morgantown, PA.

Petroflex NA Ltd. supplies polyethylene duct and accessories. Its products include HDPE conduit plenum, CableGuard, couplings, ag products and polychek valve. The company was founded by Pete and Susie Shauf in 1983 and is headquartered in Gainesville, TX.

Hunt Private Equity Group, Inc (Hunt Private Equity Group) is a private equity firm founded in 1980 by Christopher Hunt. The firm is headquartered in Dallas, Texas.

Part of The Williams Cos., Inc., Transco Energy Co. LLC is a company that operates natural gas pipelines. The company is based in Houston, TX. Transco Energy Co. was acquired by The Williams Cos., Inc. on January 19, 1995 for $430.50 million.

Consolidated Equipment Co., Inc. distributes industrial heat equipment. It provides used heat treat and cleaning equipment, ovens, rebuilds and conversions. The firm offers services form its customer plants. The company was founded in 1964 and is headquartered in Fort Gratiot, MI.

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

Transition Capital Partners Ltd. (Transition Capital) is a private equity firm founded in 1993 by Dan Patterson and Mark E. Evans. The firm is headquartered in Southlake, Texas.

Part of J.B. Poindexter & Co., Inc., Federal Coach LLC is a company that manufactures funeral coaches, limousines, and mid-sized buses. The company is based in Fort Smith, AR. Federal Coach was acquired by J.B. Poindexter & Co., Inc. on June 09, 2005 for $12.60 million.

Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI.

Morgan Olson Corp. manufactures step vans and related parts. Its products include ford, freightliner, and workhorse. The firm's customers include the parcel, food, vending, uniform, and linen industries. The company was founded in 1946 and is headquartered in Sturgis, MI.

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.

Netherland, Sewell & Associates, Inc. provides geological, geophysical, petrophysical, engineering, and economical solution for all facets of the upstream energy industry. Its services include acquisition and divestiture evaluations, coalbed methane development studies, deepwater development studies, enhanced recovery projects, midstream services, operations engineering services, pipeline supplies studies, and equity determinations services. The company was founded by Clarence M. Netherland in 1961 and is headquartered in Dallas, TX.

Eagle Coach Co. design and manufacture vehicles. It offers include new vehicles and sales order. The firm’s dealers include Ambulance & Coach Sales, American Coach Sales, Bill Black Funeral Cars, Parks Superior Sales and Johnson Williams Funeral Cars. The company was founded in 1982 and is headquartered in Amelia, OH.

McDaniel Metals, Inc. manufactures innovative HVAC components. The company is based in Houston, TX. The company was founded in 1982 by Bill McDaniel.

Peachtree Financial Solutions LLC provides institutional financing services. Its solutions include structured settlements, annuities, lottery winnings, and pre-settlement funding. The company was founded in 1996 and is headquartered in Radnor, PA.

Founded in 2007, TPH Asset Management LLC (TPHAM) is a hedge fund manager and registered investment advisor located in Houston, Texas. The firm is wholly-owned by Perella Weinberg Partners Group LP. TPHAM is an affiliate of Tudor, Pickering, Holt & Co., an investment and merchant bank that focuses exclusively on energy with its headquarters in Houston, Texas, and offices in Denver, New York and London. TPHAM provides energy-focused investment strategies across the energy sector to a diverse set of institutional and individual clients.

Hospice Source LLC engages in the provision of medical equipment. It also offers respiratory therapy for hospice market. The company was founded in 1997 and is headquartered in Carrollton, TX.

Xclusive Staffing LLC provides staffing services. Its services include stewarding, janitorial, logistics, packing, housekeeping, laundry and guest. The company was founded in 2002 and is headquartered in Westminster, CO.

Highstreet ESG, Inc. engages in enterprise resource planning operations services. The company is headquartered in Rockville, MD.

Wellfield Capital Management LP provides investment advice. The private company is based in Kingwood, TX. The company was founded by Michael Douglas Pope.

Freestone Grove Partners LP provides investment advice. The American company was founded in 2023 by Edward K. Barker. Edward K. Barker has been the CEO since 2023.