Jay Roberts

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

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.

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.

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.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

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.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors.

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.

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.

Fulcrum Equity Partners Inc (Fulcrum Equity Partners) is a private equity firm founded in 2006 by Jeffrey Muir. The firm is headquartered in Atlanta, Georgia.

Nashville Capital Network (Nashville Capital) is a venture capital firm founded in 2003. The firm is headquartered in Nashville, Tennessee.

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).

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Zignal Labs, Inc. delivers data-driven insights. It provides an online platform that monitors the online media space in real-time and delivers data-driven insights. The firm?s platform combines media monitoring and business intelligence to drive insights in various industries from corporate communications to politics and financial analysis. The company was founded by Josh Ginsberg, Adam Beaugh and James J. Hornthal in 2011 and is headquartered in San Francisco, CA.

Blue Owl Credit Advisors LLC (Blue Owl Credit Advisors) is a private equity subsidiary of Blue Owl Capital, Inc founded in 2015 by Douglas Ostrover, Marc Lipschultz and Craig W. Packer. The firm headquartered in New York.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

Piper Jaffray Investment Management LLC (PJM) is a registered investment advisor and hedge fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2008 and is a subsidiary of Piper Sandler Investment Group, Inc., which is owned by Piper Sandler Cos. (NYSE: PSC). PJM provides investment advisory services to a pooled investment vehicle that was offered via private placement and organized to make private investments in senior living facilities with a plan towards liquidity.

Balance Point Capital Advisors LLC (Balance Point Capital) is a private equity firm founded in 2007 by Seth W. Alvord and John L. Ritter. The firm is headquartered in Westport, Connecticut.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

Longjump Ventures (Longjump) is a venture capital firm founded in 2017 by Tim Grace. The firm is headquartered in Chicago, Illinois.

Newstone Capital Partners LLC (Newstone Capital Partners) is an independent private equity firm founded in 2006 by Timothy P. Costello and John C. Rocchio. The firm is headquartered in Dallas, Texas.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL.

Chambers Energy Management LP (Chambers Energy Capital) is a private equity firm founded in 2002. The firm is headquartered in Houston, Texas.

LFM Capital LLC (LFM Capital Partners) is a private equity firm founded in 2014 by Stephen C.Cook, Frederic W. Reisner and Dan Shockley. The firm is headquartered in Nashville, Tennessee.

HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.