Scott Moen

Mesirow Financial Holdings, Inc. provides financial services. Its services include investment, real estate, investment banking, consulting and insurance services. The company was founded in 1937 and is headquartered in Chicago, IL.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, 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.

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).

4M Group SpA provides a comprehensive range of training options both in-person and online. The private company is based in Prato, Italy. The Italian company's focus is on various sectors including BIM, industrial, virtual fashion design, archviz, AR/VR, 3D simulation, and automotive.

CDW LLC provides integrated information technology solutions. The firm’s services include eprocurement integration, leasing, managed, configuration, professional and warranty services. It also offers solutions like analytics, cloud, cybersecurity, data center and network infrastructure, digital signage, digital transformation, digital workspace, print solutions and software management. The company was founded in 1984 and is headquartered in Lincolnshire, IL.

Carneros Bay Capital LLC is a company that operates as an investment management firm. Based in San Francisco, CA, the company provides its clients with a range of investment strategies and solutions, including long/short equity, event-driven, and global macro. Carneros Bay Capital aims to deliver consistent, risk-adjusted returns to its investors by utilizing a disciplined investment process and a rigorous risk management framework. The company's team of experienced professionals is dedicated to providing exceptional service and customized investment solutions to meet the unique needs of each client.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

GLJ LLC designs, manufactures and distributes consumer products. It specializes in cooling, hydration and patio, pool, and beach solution. The company was founded by Linda M. Usher in 1992 and is headquartered in Chicago, IL.

Texture Capital, Inc. is a technology-driven marketplace for institutions and issuers to more efficiently and directly participate in the private markets. The company is based in New York, NY. The company leverages blockchain technology and smart contracts to streamline the current market structure for private placements, supporting the primary issuance and secondary trading of digital securities through a regulated broker-dealer and a registered ATS. The company was founded in 2018 by Richard Johnson, who has been the CEO since 2018.

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.

CDP Capital Private Equity (CDPQ) is a private equity subsidiary of The Caisse de dépôt et placement du Québec founded in 1995. The firm is headquartered in Montréal with additional office in London.

Hughes & Co Investment Partners LP (Hughes & Co) is a private equity firm founded in 2010 by Travis J. Hughes. The firm is headquartered in Chicago, Illinois.

Gauge Capital LLC (Gauge Capital) is a private equity firm founded in 2013 by Drew Johnson and Tom McKelvey. The firm is headquartered in Southlake, Texas.

Urology America Holdings LLC provides urologic care, surgical care, and oncology services. The private company is based in Austin, TX and has subsidiaries in the United States. Rich Goode has been the CEO of the company since 2022.

Urology America LLC operates as a urology platform. The company is based in Austin, TX. The CEO of the company is Rich Goode.

Cook Children's Health Care System provides integrated pediatric health care services. The firm services benefits patients through integrated system because it allows Cook Children's to use all of its resources to treat a patient and allows for easy communication between the various companies by physicians with a focus on caring for children and adolescents. The company is headquartered in Fort Worth, TX.

FinOptSys, Inc. develops a cloud-based software as a service platform. The company is based in Princeton, NJ. The company was founded in 2019 by Anand Krishnan and Divyesh Bhakta, and both have been the CEOs since 2019.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

Capital Directions LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. Founded in 1985, the firm was acquired in 2023 by Savant Wealth Management LLC, which is ultimately held by SCMI, Inc. provides financial planning, advisory services and investment management to individuals and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations.

SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

Amberjack Capital Partners LP (Amberjack Capital) is an independent private equity firm founded in 2006 by Charles R. Cherington and Curtis W. Huff. The firm is headquartered in Texas.

Innovex Downhole Solutions, Inc. designs, manufactures and installs downhole products for oil and gas industries. Its products include wellhead systems, well construction, well completion, drilling and deployment, product solutions, fishing and interventions. The firm also supports upstream onshore and offshore activities. The company was founded in 2016 and is headquartered in Humble, TX.