Joshua Paul Edward Dale Jones

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

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.

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.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Zinch, Inc. operates as a social network connecting students with educational opportunities that include college admission, scholarships, study abroad options and graduate schools. It also list and profile scholarship grants, student information, and undergraduate and graduate programs. The firm helps high school students research, connect with and pay for college. The company was founded by Michael Hagen, Brad Hagen, and Sid Krommenhoek in April 2007 and is headquartered in Menlo Park, CA.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

Fifth partners LLC (Fifth Partners) is a venture capital firm founded in the year 2015 by Jeff Brownlow and Joe Drysdale. The firm is headquartered in Dallas, Texas.

Degreed, Inc. operates a learning platform for college students, professionals and organizations. It offers course-by-course scores and validation of education from accredited and non-accredited sources. The firm provides scores that quantifies a person?s lifelong education by credit hours and mastery levels. The company was founded by David A. Wiley, Eric Sharp and David Blake and in 2012 and is headquartered in San Francisco, CA.

CampusLogic, Inc. develops software for finance, accounting and other back office services. It offers computer related services to the education, health care, real estate development, and agriculture industries. The company was founded by Gregg Scoresby in 2011 and is headquartered in Phoenix, AZ.

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.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Lendio, Inc. operates as an online loan application and lending platform. It provides information on business loan types such as acquisition loan, business financing, cash advance, commercial real estate, equipment financing, microloan, franchise loan, start-up loan and business loans for women. The company was founded by Brett Child, Brock J. Blake, Levi King and Trent Miskin in 2005 and is headquartered in South Jordan, UT.

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.

SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts.

Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Part of iOFFICE LP, Condeco Group Ltd. develops workspaces booking and scheduling software. The company is based in London, UK. The British company was founded in 2005 by Paul Richard Statham. Paul Richard Statham has been the CEO since 2005. Condeco Group was acquired by iOFFICE LP on October 04, 2022.

Neurala, Inc. operates as a software company that makes robots and drones smarter. It develops software that enables robots to move, work, and learn among people. The firm's solutions include consumer electronics, office and industry, drones, autonomous cars and Internet of things. The company was founded by Heather Ames, Anatoly Gorshechnikov and Massamiliano Versace in 2006 and is headquartered in Boston, MA.

Canto Software, Inc. provides digital asset management software solutions. Its software is designed to manage and archive all types of digital assets used in production, publishing, communication and other workflows. The firm offers cumulus, a cross-platform solution that enables companies to organize, find, share, and track their digital files, such as photos, illustrations, presentations, videos, audios, and layouts. The company was founded by Thomas Schleu, Petra Knickmeyer, Jennifer Neumann and Jan Lindner in 1990 and is headquartered in San Francisco, CA.

Teal Drones, Inc. manufactures production drones for both commercial and consumer drones. The company was founded by George Matus and is headquartered in Salt Lake City, UT.

Eptura, Inc. is a company based in Atlanta, GA with subsidiaries in Singapore, the United Kingdom, the United States, Canada, and Belgium. The CEO of the company is Brandon Holden.

Neighbor Storage, Inc. provides storage and parking space facility services. It offers self storage, boat storage, business storage, car storage, climate controlled storage, college storage, driveway parking, garages, long term storage, long term parking, monthly parking, parking spaces, RV storage, trailer storage, truck storage, and warehouse storage. The company was founded by Joseph Woodbury, Colton Gardner, and Alder Preston in 2017 and is headquartered in American Fork, UT.

Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies.

Ambina Partners LLC (Ambina Partners) is a private equity firm founded in 2015 by Greg M Share. The firm is headquartered in Miami, Florida.

Cypress.io, Inc. develops end-to-end automation framework for web applications. It is a software company which operates test engine that runs unit and integration tests in browser. The company was founded by Brian Mann and Kent Randall in 2015 and is headquartered in Atlanta, GA.

Xpanse Services LLP (Xpanse Services) is a venture capital firm founded in 2017. The firm is headquartered in Haryana, India.

Demandjump, Inc. provides an actionable intelligence marketing platform. It offers Traffic Cloud is a customer acquisition platform that unifies cross-channel digital marketing data to show the entire customer journey. The firms web application used to help companies achieve digital dominance. The company was founded by Christopher Day and Shawn Schwegman in 2015 and is headquartered in Indianapolis, IN.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

Jefferies Financial Group, Inc. (Investment Management) (Jefferies-IM) is the asset management division of Jefferies Financial Group, Inc. (NYSE: JEF), a diversified financial services company headquartered in New York City. The firm was founded in 1968 as Talcott National Corp. and became Leucadia National Corp. in 1980. They change their name into Jefferies Financial Group in 2018. Jefferies-IM offers predominantly institutional clients an innovative range of investment strategies through its affiliated asset managers.

SimpleCitizen, Inc. engages in the provision of immigration technology solutions. Its online platform streamlines the process of filing immigration and citizenship paperwork. The company was founded by Ayde Soto, Sam Stoddard, and Brady Stoddard in 2014 and is headquartered in Salt Lake City, UT.

Divvy Pay, Inc. develops automated spend management platform. It automates the expense report process, helps companies eliminate fraud and wasteful spending, and manages online subscriptions. The company was founded by Alex Bean and Blake Murray on July 1, 2016 and is headquartered in Draper, UT.

CONNECT creates and scales companies in the technology and life sciences sectors. It creates an environment in which entrepreneurs and C-suite executives have access to the people, capital, and technology resources. The organization was founded in 1985 and is headquartered in San Diego, CA.