Jeff Hales

Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

Part of CI Financial Corp., BPI Financial Corp. provides investment banking and brokerage services. The company is based in Calgary, Canada.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

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.

Crocus Investment Fund is an Independent Venture Capital firm founded in 1900. Crocus Investment Fund is headquartered in Winnipeg.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

New Chapter, Inc. supplies probiotic nutrient food. The firm's products include whole food probiotic nutrients, tonics and topicals, herbal therapeutics, activated organic mushrooms, and green super foods. The company was founded by Barbi Schulick and Paul Schulick in 1982 and is headquartered in Brattleboro, VT.

Founded in 1999, Counsel Portfolio Services, Inc. is an investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Investment Planning Counsel, Inc. Their ultimate parent is Power Financial Corp. (TSX: POW).

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

SVB Capital Management LLC (SVB Capital Management) is a venture capital arm of SVB Financial Group founded in 2000 by Aaron Gershenberg and Gregory Becker. The firm is headquartered in Santa Clara, California.

Bowmark Capital LLP (Bowmark Capital) is a private equity firm founded in 1997 by Charles Thomas Messiter Ind. The firm is headquartered in London, UK.

Everything But Water, Inc. operates a chain of women swim and resort-wear stores. It offers cover ups, sundresses, pareos, rompers, skirts, shorts and cardigans. The firm's products include hats, sandals, scarves, belts, candles and beach bags. The company was founded by Stacey Siegel in 1984 and is headquartered in Orlando, FL.

Francescas.com, Inc. engages in the operation of online boutique retail stores. It offers apparels, shoes, jewelry, bags, and gifts. The company was founded in 1999 and is headquartered in Houston, TX.

Dr. Reddy's Laboratories, Inc. develops pharmaceutical products. It also provides research and development activities and other medical testing services. The company is headquartered in Charlotte, NC.

BT Capital Partners, Inc. operates as a private equity investment arm of Bankers Trust Co. It is headquartered in New York, NY.

Auriga USA is a broker/dealer located in New York City. Their research focuses on the semiconductors, information technology and health services sectors.

IMC Health Care, Inc. specializes in designing, staffing, and managing corporate sponsored on-site health and wellness centers. It offers treatment of minor illnesses injuries, prevention programs, occupational health exams, drug testing, and prescription medication services. The company was founded by Todd S. Keller in 1985 and is headquartered in Jacksonville, FL

Northleaf Capital Partners Ltd. (Northleaf Capital) is a private equity firm founded in 2005. The firm is headquartered in Toronto with an additional office in Montreal.

Star Avenue Capital LLC (Star Avenue Capital) is a private equity firm founded in 2009. The firm is headquartered in New York.

Antares Holdings LP provides investment services. It offers financing solutions for middle-market and private equity-backed transactions. The company is headquartered in Toronto, Canada.

Part of Northleaf Capital Partners Ltd., Northleaf Strategic Capital Fund LP functions as an investment fund. The company is based in Toronto, Canada.

CBRE Caledon Capital Management Inc (CBRE Caledon Capital) is a private equity arm of CBRE Investment Management founded in 2007 by David Rogers. The firm is headquartered in Toronto, Canada.

New MainStream Capital Management Holding, LLC (New MainStream Capital) is a private equity firm founded in 2010 by Martin E. Chavez and Kevin M. Jordan. The firm is headquartered in New York.

A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut.