Fletcher Richman

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East.

Harvest Partners LP (Harvest Partners) is a private equity firm founded in 1981 by Harvey Wertheim and Harvey Mallement. The firm is headquartered in New York.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Equiam LLC (Equiam) is a private equity firm founded in 2017 by Ziad Makkawi and Najam Kidwai. The firm is headquartered in San Francisco, California.

Siddhi Capital LLC (Siddhi Capital) is an private equity/venture capital firm founded by Steven Finn and Melissa Facchina. The firm is headquartered in New York.

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.

CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas.

Siddhi Ops, Inc. provides food and beverages products. It offers investor relations, label and nutrition facts panel, materials resource planning, order management, organization planning, pricing strategy and product development. The company was founded by Melissa Facchina in 2015 and is headquartered in Brooklyn, NY.

The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado.

Greater Colorado Venture Fund (GCVF) is a venture capital firm founded in 2018 by Cory Finney, Jamie Finney, and Nager Marc. The firm is headquartered in Telluride, Colorado.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

El Pomar Foundation engages in the provision of grant making services, community stewardship, and leadership development programs. The company was founded by Spencer Penrose and Julie Penrose in 1937 and is headquartered in Colorado Springs, CO.

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.

Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

Launchpad Venture Group LLC (Launchpad Venture Group) is a venture capital firm founded in 2001 by Rick Lucash. The firm is headquartered in Newton, Massachusetts.

Pathway Bioventures LLC (Pathway Bioventures) is a venture capital firm founded in 2018 by Daniel Jacobs. The firm is headquartered in Chicago, Illinois.

CIP Fund Management LLC (CIP Capital) is a private equity subsidiary of Compass Advisers Group LLC founded in 2010. The firm is headquartered in New York.

Protector Forsikring ASA (Investment Management) is the investment portfolio division of Protector Forsikring ASA (FRA: PR4), headquartered in Oslo, Norway. The firm was founded by Jostein Sørvoll in 2003 and they deliver land based insurance to commercial and public sector, and distribute their products through insurance brokers.

Corsair Capital LLC (Corsair Capital) is a private equity subsidiary of Maximillian Management LLC founded in 2015 by Nicholas B. Paumgarten. The firm is headquartered in New York.

Sageview Capital LP (Investment Management) (Sageview-IM) is the registered investment advisory division of Sageview Capital LP, a private equity investment firm headquartered in Greenwich, Connecticut. The firm was founded in 2005 by Edward Gilhuly and Scott Stuart. They are wholly-owned by Sageview Capital LP, which is owned by Sageview Management LLC. Sageview-IM provides investment advisory services to private funds, which are generally organized as limited partnerships under the laws of the State of Delaware or, as exempted limited partnerships under the laws of the Cayman Islands. Private fund investors may include high net-worth individuals and a variety of institutional investors.

Sageview Capital LP (Sageview Capital) is a private equity subsidiary of Sageview Management LLC founded in 2005 by Edward Gilhuly and Scott Stuart. The firm is headquartered in Greenwich, Connecticut.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Sales Benchmark Index, Inc. engages in the provision of consulting, insights, research, and advisory services. The firm offers revenue growth methodology, sales strategy, pricing strategy, revenue growth assessment, product insights, and customer success insights. The company was founded by Aaron Bartels, Greg Alexander, and Mike Drapeau in 2006 and is headquartered in Dallas, TX.