Abby Phillips

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Moelis Capital Partners LLC (Moelis Capital Partners) is a private equity subsidiary of Moelis Asset Management LP founded in 2007 by Kenneth David Moelis. This firm is headquartered in New York.

Live Oak Banking Co. operates as state chartered commercial bank. It offers personal and business banking products and services. The firm's solutions include asset-based lending, commercial real estate, general SBA lending and sponsor finance. The company was founded by James S. Mahan III and William L. Williams in 2008 and is headquartered in Wilmington, NC.

Icehouse Ventures Ltd. (Icehouse Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Auckland and is wholly owned subsidiary of The Icehouse Ltd.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

NovaQuest Capital Management LLC (NovaQuest Capital Management) is a private equity firm founded in 2010 by John Layton Bradley and Jonathan Edward Tunnicliffe. The firm is headquartered in Raleigh, North Carolina.

Veristat LLC engages in the provision of statistical and medical consulting services to the pharmaceutical and biotechnology industries. Its services include data management, biostatistics, statistical programming, medical writing, clinical monitoring, project management, regulatory submissions, and strategic consulting. The company was founded by Barbara Balser and John P. Balser in 1994 and is headquartered in Southborough, MA.

Carolina's Home Medical Equipment, Inc. provides home healthcare equipment, supplies and services. It supplies oxygen concentrators, portable oxygen including portable oxygen concentrators, a full line of oxygen supplies and emergency oxygen service year round in the Charlotte area. The company was founded by Franklin H. Trammell in 2003 and is headquartered in Matthews, NC.

The Bissell Cos., Inc. provides real estate services. The private company is based in Charlotte, NC. The CEO of the company is Edward L. Curran.

Solas BioVentures (mayfield) LLC (Solas BioVentures) is a venture capital firm founded in 2012 by David Adair and Mark Hackett JD. The firm is headquartered in Chattanooga, Tennessee.

Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals.

Tuhua Ventures (Tuhua Ventures) is a private equity subsidiary of Icehouse Ventures Ltd founded in 2015. The firm is headquartered in Parnell, Auckland.

Caregiver, Inc. engages in the provision of intermediate, home, and community care services. It offers long-term care services and support to people with intellectual and developmental disabilities. The company was founded in 2015 and is headquartered in Fort Worth, TX.

Kolmac Clinic, Inc. provides outpatient rehabilitation and treatment for adults with alcohol, drug, and other substance abuse problems. The firm offers addiction treatment, dual diagnosis treatment, ambulatory detoxification, mental health, alcohol abuse treatment, drug abuse treatment, substance abuse treatment, gambling addiction treatment, outpatient recovery, and rehabilitation and detoxification. The company was founded by George Kolodner and Jim McMahon in 1973 and is headquartered in Burtonsville, MD.

Bluestone Physician Services provides customized healthcare as chronic disease management providers. The company is based in Stillwater, MN. The company delivers care for individuals who reside in assisted living communities. The company was founded by Todd Stivland. Rajiv Patel has been the CEO of the company since 2023.

Part of 501 Ventures LLC, Bio 54 LLC is a company that develops topical anti-coagulant drugs. The company is based in Chapel Hill, NC. The CEO of the company is Margaret Powell.