Aaron Fagan

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

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.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Eminence Capital LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. They were founded by Ricky Sandler in 1999 as Eminence Capital LLC. In 2014, Eminence Capital LLC merged with and into Eminence Capital LP, which assumed all the assets, liabilities and obligations of Eminence Capital LLC. The firm provides investment advice to private investment funds and to the owner of separately managed accounts (SMAs).

Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations.

Jaffe Tilchin Investment Partners LLC (Jaffe Tilchin) is an independent registered investment advisor headquartered in Tampa, Florida. The firm was co-founded by Scott Jaffe and Louis Tilchin in 2007. Jaffe Tilchin offers professional asset management services to individuals, trusts, estates, charitable organizations, corporations and pension plans.

Hire Velocity LLC provides recruitment services. The firm offers screening, sourcing, candidate development, and diversity recruiting services. Its services include sourcing, recruiting, reporting, contract recruiting, federal contract support, delivery options, pricing, and case studies. The company was founded in 2004 and is headquartered in Atlanta, GA.

Part of LMS Capital Plc /Private Equity/, Lion Investments Ltd. functions as an investment holding British company. The company is based in London, UK.

Applied Theory Corp. is a private company based in Charlotte, NC and has subsidiaries in the United States. The company specializes in leasing and renting office furniture.

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.

Part of TVC Telecom, Inc., Various Business Management, Inc. operates telephone call centers. The company is based in New York, NY. Various Business Management was acquired by TVC Telecom, Inc. on July 20, 2000 for $0.99 million.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Kendrick Pierce & Co., Inc. is an investment bank. The private company is based in Tampa, FL.

JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

HealthEdge Investment Partners, LLC (HealthEdge Investment Partners) is a private equity firm founded in 2005 by Harold S. Blue and Phillip Dingle. The firm is headquartered in Tampa, Florida.

Part of Morris Multimedia, Inc., WTVQ-TV LLC is a news company based in Lexington, KY. The company provides local, state, US, and world news, weather forecasts, sports, and community events. It also offers a variety of shows, such as GMK with Lee Cruse & Hayley Harmon, Good Day News at Noon, Let's Talk, and Good Afternoon. WTVQ-TV was acquired by Morris Multimedia, Inc. from MGOC, Inc. on May 13, 2008.

Alliance of Merger & Acquisition Advisors, Inc. provides merger and acquisition advisory services. It offers seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory and other transaction services. The company was founded by Michael Nall in 1998 and is headquartered in Chicago, IL.

Bonita Marie International, Inc. distributes and sells toys and novelties. The firm offers balls, big boxes, girls accessories, jewelries, backpacks, purses, wallets, and appliances. The company was founded by David Katz in 1986 and is headquartered in Lakewood, NJ.

Suit-Kote Corp. is an asphalt products manufacturer that specializes in road construction, maintenance, and asphalt applications engineering. The private company is based in Cortland, NY. Suits. The company was founded in 1921 by Harry J. The CEO is Frank Suits.

Westone Laboratories, Inc. engages in the provision of hearing health services. It provides custom-fit earpieces, hearing protection and audiology supply products. The company was founded by Ronald Morgan and Mickey Morgan in 1959 and is headquartered in Colorado Springs, CO.

IT Authorities, Inc. is a cloud computing and national managed service provider. It offers private virtual clouds, hosted applications, managed information technology services, and professional services to small and medium sized businesses. The company was founded by Jason Pollner and Jason Caras in 2006 and is headquartered in Tampa, FL

Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.

Founded in 1997, Lion Investments is a private equity firm located in Tampa, Florida. The firm is also known as Lion Investments Growth Partners. The Lion family of partnerships includes Lion Investments LLC Lion Investments LP, Lion Investments I LP, Lion Investments II LP and Lion Asset Management Company, Inc.

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.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

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.

Shoreline Equity Partners LLC (Shoreline Equity Partners) is a private equity firm founded in 2018 by Michael Hand and Peter Franz. The firm is headquartered in Neptune Beach, Florida.

CDL Marketing Group LLC operates as a data-driven martech company. The firm provides digital solutions for truck driver recruitment and education enrolments. The company was founded by Ben Onnie and Craig Jablonski in 2010 and is headquartered in Royal Oak, MI.

Florida Veg Investments LLC engages in the production and distribution of food and beverages. It offers vegetables, fruit, specialty produce, micros and flowers, dairy, charcuterie, specialty dry, and dry goods. It serves a variety of clients, including restaurants, hotels, country clubs, caterers, grocery stores, and retail outlets. The company was founded in August 2011 and is headquartered in Miami, FL.

MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky.

Legacy-Xspire Holdings LLC is a company that distributes generic prescription drugs. The company is based in Ridgeland, MS and has subsidiaries in the United States. The CEO of the company is Gregory J. Stokes. Legacy-Xspire Holdings was acquired by HealthEdge Investment Partners LLC on December 18, 2019.

Itrac LLC engages in the ownership, operations and investment of retail healthcare stores. The company was founded by Tyson Steele and Gjusta Steele in 1995 and is headquartered in Tampa, FL.