Willcox Blake

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC).

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.

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.

TGF Management Corp. (TGF) is a private equity firm founded in 1992 by James J. Kozlowski and Stephen M. Soileau. The firm is headquartered in Austin, Texas.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Venturi Wealth Management LLC, dba Venturi Private Wealth (Venturi), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Russell Wayne Norwood and George Lawson Clark in 2015. Venturi offers a variety of advisory services to individuals, high net-worth individuals, pension plans, charitable organizations, and pooled investment vehicles.

Serata Capital Partners LLC (Serata Capital Partners) is a private equity firm founded in 2019 by Drew N Bagot. The firm is headquartered in Texas.