Walter Wolff

The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas.

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.

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.

Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA.

Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT.

Aurum Technology, Inc. provides information technology solutions for community-based financial institutions. It provides solutions for branch automation, data warehousing, Internet banking, network management, and third-party systems integration. The company is headquartered in Plano, TX.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO.

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL.

National Bankruptcy Services LLC provides bankruptcy monitoring and processing services. It offers mortgage bankruptcy servicing, consumer bankruptcy servicing, foreclosure processing, risk management and legal compliance solutions. The firm serves the residential mortgage lenders, automobile finance companies, banks and financials institutions consumer lending organizations, and portfolio servicers, owners and investors. The company was founded in 1999 and is headquartered in Dallas, TX.

American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA.

ADP, Inc. provides business outsourcing solutions. It offers human resource, payroll, tax and benefits administration services. The company was founded in 1973 and is headquartered in Mandeville, LA.

MicroSeismic, Inc. provides seismic monitoring, mapping, and imaging services. Its solutions include buriedarray, hydraulic fracture monitoring and mapping, reservoir, fracstar surface, passive seismic emission tomography and seimicity monitoring. The company was founded by Peter M. Duncan and Christopher Neale in 2003 and is headquartered in Houston, TX.

Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR.

Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund.

Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO.

ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA.

Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events.

Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers.

Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA.

Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people.

Founded in 2016, Russell Investments UK Lower-Tier Holdco Ltd. is a holding company that provides investment management, advice, and consulting services through its subsidiaries. Part of Russell Investments Group Ltd., the company is based in London, UK.

Founded in 2016, Russell Investments UK Blocker Ltd. is a company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd.

TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.