Joe Deal

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Quest Software, Inc. engages in the design, development, and distribution of enterprise systems management software products. It offers consulting, educational, and support services including Microsoft Platform, data protection, unified endpoint management, performance monitoring, and database management services. The company was founded in 1987 and is headquartered in Aliso Viejo, CA.

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.

BrightLine Partners LLC provides media advertising services on television. The firm provides interactive ad solution for connected TV, with the only ad products, ad server, and analytics dashboard architected for connected TV and OTT services. The company was founded by Jacqueline Corbelli and Robert Aksman in 2003 and is headquartered in New York, NY.

Sauce Labs, Inc. provides mobile and web application testing tools for developers. The firm's products include Sauce OnDemand, Sauce Scout, Sauce Builder, and Selenium. It delivers instant cloud infrastructure that enables developers to release software faster across increasingly diverse browsers for the desktop and mobile web. The company was founded by Steven Hazel, Jason R. Huggins and John Dunham in July 2008 and is headquartered in San Francisco, CA.

ServiceTrade, Inc. is a software-as-a-service (SaaS) company that provides cloud-based field service management software for commercial service contractors. The company was founded in 2012 and is based in Durham, NC, with subsidiaries in the United States. ServiceTrade's mobile and web applications streamline service operations, improve efficiency, and increase revenue for contractors. The company serves over 1,300 commercial contractors and has been trusted by more than 800 contractors to run their service business. ServiceTrade's software helps contractors work from home and adhere to social distancing during the COVID-19 crisis. The company provides online training and continuing education to keep field service management technicians, admins, and office staff operating efficiently and consistently. The CEO of ServiceTrade is Billy Marshall.

Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

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.

Appriss, Inc. engages in the development of data analytics platforms the healthcare, retail, commercial, and government agencies. It offers Appris Health, Appriss Retail, and Appriss Insights. The company was founded by Michael D. Davis and Yung T. Nguyen in 1994 and is headquartered in Louisville, KY.

Intercept Interactive, Inc. develops and provides digital advertising solutions. It offers a suite of video, display ad formats that enable advertisers to engage consumers across desktops, tablets and smartphones and these formats are served, optimized and measured at scale across a handpicked portfolio of digital media properties. The company was founded by Michael Cassidy and Eric Franchi in 2001 and is headquartered in New York, NY.

Mid-Atlantic Venture Association represents private equity and venture capital companies. The private company is based in Timonium, MD. The company was founded by Charles W. Newhall.

Passageways, Inc. provides corporate portal software solutions to the financial industry. It offers guided implementation, help center, community support and university classes. The company was founded by Paroon Chadha and Christopher Beltran in 2003 and is headquartered in West Lafayette, IN.

DoubleVerify, Inc provides online media verification solutions. It offers technology solutions for agencies, marketers, publishers, and ad networks running online ad campaigns. The firm also provides audit and verification of online advertising transactions. The company was founded by Oren Netzer and Alex Liverant in 2008 and is headquartered in New York, NY.

Unanet, Inc. engages in the development of professional services automation for management of time, expenses, resource scheduling, project management, and skills inventory. It offers customer support, consulting services, cloud data warehouse, custom business rules, outcomes-as-a-service, and software and per diem downloads. Its products include video demonstrations, project enterprise resource planning, budgeting and forecasting, resource planning, timesheets, expense reporting, project management and accounting, billing and revenue recognition, integration, and licensing options. The company was founded by Frances Craig in 1998 and is headquartered in Dulles, VA.

Raptor Technologies LLC engages in the design and development of integrated school security solutions. The firm offers visitor, emergency and volunteer management systems. The company was founded in 2002 and is headquartered in Houston, TX.

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.

Cascadia Capital LLC (Venture Capital) is a venture capital subsidiary if Cascadia Capital LLC founded in 2000. The firm is headquartered in Seattle, Washington.

Higher Logic LLC engages in the development of cloud-based community platforms. Its products include online communities; marketing automation; volunteer management; customer advocacy management; and small org web management. The company was founded by Andy Steggles and Rob Wenger in 2007 and is headquartered in Arlington, VA.

Extend, Inc. engages in software industry. The firm provides a platform to merchants to extend warranties to customers. The company was founded by Woodrow H. Levin, Michael Darmousseh, Rohan Shah, and Joseph Moss and is headquartered in San Francisco, CA.

Benevity, Inc. provides online workplace giving, matching, volunteering, fundraising campaigns, disaster relief, international programs, and integrated grant management solutions. It offers goodness consulting services. The company was founded by Bryan de Lottinville, Jason Becker, and Ryan Courtnage in 2008 and is headquartered in Calgary, Canada.

Businessolver.com, Inc. provides market-changing benefits administration technology support services. Its products and services include benefits administration, which includes enrolment and eligibility, billing and financial reporting, total population health management and benefits reporting and analytics; and core product services which includes employee services, service center, COBRA services and flex spending administration. The company was founded by Jon Shanahan and Sean Patrick McMurray in 1998 and is headquartered in West Des Moines, IA.

Vantaca LLC is a cloud-based software platform that simplifies and empowers the community association management industry. The company is based in Wilmington, NC and currently employs 75 team members. The company offers industry-leading banking integration, accounting automation, and dynamic workflow configuration. The company's software, Vantaca Community Management Performance Software, is more than just accounting and management software, it's a business operating software that drives performance. Vantaca was founded in 2015 by Dave Sweyer, David Gunn, and Ben Currin, with Ben Currin serving as CEO since then.

Ontic Technologies, Inc. engages in t he provision of proactive protection that leverages deep analytics and intelligence to discover signals, investigate risk, and initiate immediate, collaborative action. Its products include Protective Intelligence Management or PIM. The company was founded by Lukas Quanstrom, Tom Kopecky, and Gagan Jain on July 24, 2017 and is headquartered in Austin, TX.

Part of Ncontracts LLC, Onsemble Intranet provides software services. The company is based in Indianapolis, IN. The company was founded in 2003. Onsemble Intranet was acquired by Ncontracts LLC from Passageways, Inc. on November 19, 2021.

Apkudo, Inc. provides device quality assurance services. The company was founded by Josh Matthews and Ben Leslie in 2011 and is headquartered in Baltimore, MD.

Alert Media, Inc. develops emergency mass notification services for enterprise customers including schools and municipalities. The firm's cloud-based software platform delivers two-way communications and event monitoring that protect organizations, improve operations, and mitigate loss. The company was founded by David Godwin and Brian Cruver in 2013 and is headquartered in Austin, TX.

Level Access Holdings, Inc. provides computer processing and data preparation services. It offers tailored training, audit services, document remediation, scripting and strategic consulting. The firm serves the financial, federal government, state and local government, educational, healthcare, retailers, hospitality and travel, software, hardware and telecommunication industries. The company was founded by Timothy Springer in 1997 and is headquartered in Vienna, VA.

Lavrock Ventures LLC (Lavrock Ventures) is a venture capital firm founded in 2015. The firm is headquartered in Arlington, Virginia.