James P. Fitzpatrick

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

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).

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Part of Vistra Corp., Luminant Energy Co. LLC is a company that provides retail electric services. The company is based in Dallas, TX.

The Capital Network, Inc. is a private company based in Wellesley, MA that provides founder-focused fundraising education programs. The company aims to create a more inclusive and accessible funding ecosystem to support female and other first-time founders of early stage startups. The company offers three programs: the Fellowship for Female Founders, Fundraising Readiness Workshops, and the Investment and Inclusion Series. The Fellowship for Female Founders is a six-month program that has helped over 90+ female founders raise over $85m in capital. The company also offers ongoing workshops for first-time startup founders and a series of honest conversations to bring about meaningful systemic change. The Capital Network has a network of 300+ investors and sponsors who help them make the fundraising ecosystem work for everybody. The company was founded by Ashkan Afkhami and Chula Reynolds.

Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York.

JF Capital Advisors LLC is a private company based on the principle that a small team of experienced professionals could complete transactions more efficiently and expeditiously than larger firms, simultaneously offering dramatically improved services to the hotel transactions community. JF Capital Advisors is based in New York, NY. The company specializes in the hospitality industry and provides clients and partners a broad range of strategic and capital market solutions. The company's business is built on their core strengths of experience, focus, and personal relationships, which, in combination, make difficult transactions possible and help large transactions proceed smoothly.

Sanofi Ventures (Sanofi) is a venture capital subsidiary of Sanofi founded in 2001. The firm is headquartered in Cambridge, Massachusetts.

CenterPoint Human Services is a state-mandated Local Management Entity and Medicaid-funded Managed Care Organization which provides public mental health, developmental disabilities, and substance abuse services in Forsyth, Stokes, Davie, and Rockingham Counties. Its business operations include: screening, triage and referral to services, consumer and county needs assessments, service authorizations, timely access to services, funding allocations, system of care implementation, provider endorsement and monitoring, pharmaceutical Patient Assistance Program, and addressing concerns and complaints of consumers and others. The company is headquartered in Winston-Salem, NC.

Crystal Equity Energy LLC produces oil and gas. The private company is based in Scottsdale, AZ.

Ardent Health Partners, Inc. engages in the provision of healthcare and related services. It also owns and operates hospitals, through its subsidiaries. The company was founded in 1993 and is headquartered in Nashville, TN.

Ardent Health Services LLC engages in the operation and management of acute-care hospitals and other medical facilities. Its hospitals provide medical and surgical, psychiatric, and substance abuse services to patients ranging from children to adults. The company was founded by Charles A. Elcan in 1993 and is headquartered in Nashville, TN.

Equity Group Investments LLC (Equity Group Investments) is a private equity subsidiary of Equity International Management LLC founded in 1968 by Samuel Zell. The firm is headquartered in Chicago, Illinois.

WRS Holding Co. provides environmental remediation and construction services. The company is headquartered in Chicago, IL.

May River Capital LLC (May River Capital) is a private equity firm founded in 2012 by Daniel Noble Barlow, Charles B. Grace, and Stephen Griesemer. The firm is headquartered in Chicago, Illinois.

Revolution Growth Management Co Inc (Revolution Growth Management) is a private equity/venture capital division of Revolution LLC founded in 2005 by Steve Case. The firm is headquartered in Washington, District of Columbia.