Jay Michael Skaalen

Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Routeware, Inc. engages in the provision of fleet management software services. It designs and manufactures hardware and software for the waste industry. Its products and services include on-board tablet computers, workflow automation, service verification, driver productivity analytics, video capture, and RFID tag management. The company was founded by Steven Kaufman in 1999 and is headquartered in Portland, OR.

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.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Bregal Sagemount (Bregal Sagemount) is a private equity subsidiary of Bregal Investments LLP founded in 2012 by Adam Fuller, Michael Kosty and Pavan Tripathi. The firm is headquartered in New York.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

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

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Global Value Investment Corp. (GVIC) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2007 by Jeffrey Geygan. GVIC offers investment research and advisory services to a wide variety of clients.

Olympus Peak Asset Management LP (OPAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Doreen Mochrie and Todd Westhus in 2018. OPAM serves as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles. An investment in a Fund is generally open to, among others, institutions, pension plans, endowments, high net-worth individuals, financially sophisticated individuals, and other sophisticated investors.

Vedra A.N.T. GmbH provides investment and business services. The private company is based in Cologne, Germany. The CEO of the German company is Matthew McDonald.

Banneker Partners LLC (Banneker Partners) is a private equity firm founded in 2010 by James Stephen Davis. The firm is headquartered in San Francisco, California.

Part of Uptake Canada, Inc., Texada Software, Inc. is a leader in equipment business management. The company is based in Kitchener, Canada. Texada Software was acquired by Uptake Canada, Inc. from MNM Wisdom Pty Ltd. on February 07, 2023. The Canadian company delivers SaaS and mobile applications for equipment dealerships and rental companies. Texada's solutions manage the entire equipment lifecycle, including purchasing, rental and sales transactions, inventory location, utilization, inspection, maintenance, depreciation tracking, and service and repair management. The company was founded by Nabil Kassam. Matthew T. Harris has been the CEO of the company since 2022.

L7 Informatics, Inc. provides integrated informatics platform for laboratory operations. The firm''s solutions include EnterpriseScience Platform, Genomic Cloud, BioBuilds and custom solutions. The company was founded by Christopher Mueller in 2011 and is headquartered in Austin, TX.

Versaterm, Inc. is a Canadian public safety solutions company that has been in operation since 1977. The company focuses on improving customer and user workflows to enhance efficiency and effectiveness in operations, leading to better service and more just outcomes. The company is based in Ottawa, Canada and has subsidiaries in Canada and the United States. The company specializes in providing innovative software solutions for agencies in the public safety sector, including computer aided dispatch systems, records management systems, mobile data platforms, field reporting, and citizen engagement solutions. Versaterm is dedicated to customer satisfaction and is committed to making a difference in the lives of those who serve. Warren Loomis has been the CEO of the company since 1987.

iGrafx LLC engages in the provision of business process management and analysis solutions. The company was founded by Ken Carraher and Ed Maddock in 1991 and is headquartered in Tualatin, OR.

Dairy LLC provides market intelligence and software-as-a-service solutions. Its primary business segments include bulk commodity sourcing and trading exchange, transportation services, raw milk management solutions, market intelligence via subscriptions, in-depth consulting and research, risk management executions and managed services. The company was founded in 2000 and is headquartered in Frisco, TX.

Wonderware, Inc. develops real-time operations management software. The company is based in East Providence, RI and has subsidiaries in the United States. Daniel Paulus has been the CEO of the company since 2020.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Ems Linq, Inc. provides administrative software solution for K-12 schools. Its products include accounting, finance, nutrition, payments, and registration. The company is headquartered in Walmington, NC.

Ever.Ag Corp. is an agriculture-focused company that offers software and services to support the entire supply chain, from farm to table. The company is based in Frisco, TX and has subsidiaries in the United States and Ireland. The company's solutions cater to dairy, crops, animal protein, and agribusiness customers, providing advanced technology, risk management, and market intelligence to operate more efficiently, sustainably, nimbly, and strategically. Ever.Ag was founded in 2022, and the CEO is Scott Sexton.

Costanoa Venture Capital Management LLC (Costanoa Ventures) is a venture capital firm founded in 2012 by Greg Sands. The firm is headquartered in Palo Alto, California.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.