Sam MacKenzie

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

QCC LLC manufactures and assembles precision-machined components. It services include dukes directional control valves and electro-hydraulic valves. The company was founded in 1951 and is headquartered in Harwood Heights, IL.

Promus Capital LLC (Promus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2008 by Zach and Brian Musso at the encouragement of Andy Code. They are wholly owned by Promus Holdings LLC, whose principal owner is the Code Family Partnership, LP. Promus offers a variety of services to individuals, high-net-worth individuals, trusts, retirement plans, charitable organizations, pension and profit-sharing plans, corporations, and partnerships.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Rinker Boat Co. designs, manufactures and retails recreational powerboats. It also engages in building pleasure boats, cabin cruisers, cuddy cabins, runabouts and ski boats. The company was founded in 1945 and is headquartered in Syracuse, IN.

Charmides Capital LLC (Charmides Capital) is a venture capital firm founded in 2015 by Jack Eggleston. The firm is headquartered in Carmel, Indiana.

Hidden Harbor Capital Partners LLC (Hidden Harbor Capital Partners) is a private equity firm founded in 2016. The firm is headquartered in Boca Raton, Florida.

Capital Confirmation, Inc. engages in the provision of secure auditing confirmation services. The firm serves the auditors, bankers, and lawyers. The company was founded by Charles Brian Fox in 2000 and is headquartered in Brentwood, TN.

Caduceus Capital Partners LLC is a venture capital firm co-founded in 2020 by Dave Vreeland and Scott Kolesar. The firm is headquartered in Nashville, Tennessee with offices in Ohio, New Jersey, Texas, Florida, Colorado and New York.

Autoneum North America, Inc. manufactures and distributes automotive accessories. Its products include dash insulators, engine compartment liners, dampers, interior headliners, carpets, flooring, and trim which are made of plastics, fibers, and metal. The company is headquartered in Farmington Hills, MI.

Hyundai CRADLE (Hyundai CRADLE) is a venture capital firm subsidiary of Hyundai Motor Co. Ltd founded in 2012. The firm is headquartered in Mountain View, California.

Valor Ventures LLC (Valor Ventures) is a venture capital firm founded in 2015. The firm is headquartered in Atlanta, GA.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Fellowship of Christian Athletes provides sports coaching services. It offers coaches and athletes for the professional, college, high school, junior high, and youth levels. The company was founded by Don McClanen in 1954 and is headquartered in Kansas City, MO.

EagleTree Capital LP (EagleTree Capital) is an independent private equity firm founded in 1990. The firm is headquartered in New York.

Founded in 1999, Brentwood Capital Advisors LLC is an independent investment bank and registered broker-dealer located in Franklin, Tennessee.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

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

Energize Ventures LLC (Energize Ventures) is a venture capital firm founded in 2016 by Michael polsky. The firm headquartered in Chicago, Illinois.