Teresa M. DeMarco

Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL

Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.

Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients.

Cigna Investments, Inc. (CII) is a SEC-registered investment advisor headquartered in Bloomfield, Connecticut. Formerly known as TimesSquare Capital Management, Inc., the firm was founded in 1982 and is a subsidiary of Cigna Investment Group, Inc., ultimately held by The Cigna Group (NYSE: CI), a global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds.

Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions.

Crossbeam Systems, Inc. provides security devices and solutions. The company was founded by Moisey Akerman, Stephen D. Justus and Throop M. Wilder in 1999 and is headquartered in Sunnyvale, CA.

The Keystone Center provides intensive inpatient treatment services. The firm offers keystone dialogues and collaboratives, public engagement and outreach, situation assessments, policy development and strategic planning and joint fact-finding services. The company was founded in 1975 and is headquartered in Keystone, CO.

Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations.

Hemenway Trust Co. LLC (Hemenway Trust) is a trust management firm headquartered in Salem, New Hampshire. The firm was founded in 2010 and is owned by Hemenway & Barnes LLP. Hemenway Trust serves as a corporate trustee and provides a full range of wealth advisory and management services to wealthy individuals and families, closely held businesses and nonprofit foundations and organizations.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Flaherty & Crumrine, Inc. is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by Robert Flaherty and Donald Crumrine in 1983. Flaherty & Crumrine offers investment supervisory services to corporations and other business entities, charitable organizations, closed-end funds, mutual funds and similar pooled investment vehicles and individuals.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC.

Point Judith Management Co LLC (Point Judith Capital Partner) is a venture capital firm founded in 2001 by David Martirano and Gina Raimondo. The firm is headquartered in Boston, Massachusetts.

Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.

Citizens Bank NA provides commercial banking services. It offers credit cards, borrowing services, student lending solutions, retirement plans, and wealth management and investment services. The company is headquartered in Providence, RI.

The Business Development Co. of Rhode Island engages in providing financing services. The firm offers SBA term loans, case studies term loan and lines of credit. It provides the ability to operate outside of the traditional lending box in meeting portfolio company needs. The company was founded in 1953 and is headquartered in Providence, RI.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Liberty Capital Partners, Inc. (Rhode Island) (Liberty Capital Partners) is a private equity and venture capital firm founded in 1994 by James S. Gladney. The firm is headquartered in Naples, Florida.

Full Circle Advisors LLC (Full Circle Advisors) is a private equity firm founded in 2009. The firm is headquartered in New York.

Raab & Moskowitz Asset Management LLC, dba Chatham Wealth Management (CWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chatham, New Jersey. The firm was co-founded by John Raab and Daniel Moskowitz in 2000. CWM provides investment advice and portfolio management services to high-net-worth individuals, retirement plans and trusts.

The New England Council, Inc. operates as business association firm. It also offers counseling services to academic, health institutions, public and private organizations. The company was founded in 1925 and is headquartered in Boston, MA.