Matthew Denegre

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

New Century Capital Partners, Inc. oeprates as an independent investment banking firm which focus on the technology, healthcare and oil & gas sector. It provides financial advisory and corporate finance services to its clients. The company was founded by Mark J. Salter and is headquartered in Santa Monica, CA.

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.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Castle Creek Capital LLC (Castle Creek Capital) is a private equity firm founded in 1990 by John Eggemeyer and William Ruh. The firm is headquartered in San Diego, California with additional office in Dallas.

eegee's, Inc. owns and operates restaurant chain. Its products include sandwiches, french fries, salads, homemade ranch dressing, cookies, and the iconic eegee’s frozen fruit drink. The company was founded by Edmund Irving and Robert Greenberg in 1971 and is headquartered in Tucson, AZ.

a360, Inc. operates as a technology and outsourcing services provides to th financial services, real estate and legal industries. The firm offers case management system technology and practice management services to law firms, title agencies, and underwriters, and mortgage companies and investors. It also provide solutions in the area of technology, outsourcing, consulting, compliance, title information and invoice, billing and collections. The company was founded in 2017 and is headquartered in Carrollton, TX.

Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California.

ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

Diversified Roofing Corp. is an American company that provides roofing services for both commercial and residential properties. The private company's focus is on protecting their clients' assets through their roofing solutions.

Stored Energy Systems LLC provides a range of DC power systems and battery chargers for various applications. Stored Energy Systems is based in Longmont, CO. The company's products include PowerCab™ 120, MicroGenius® 2 battery charger, ROM remote output module, EnerGenius NRG genset engine start battery charger, SENS industrial switchmode battery chargers, and MicroCab™ 1500 outdoor DC power system. The company's trained systems support engineers assist customers in selecting the best battery for their application. The company was founded in 1971 by Herb Kaewert, and the CEO is William F. Kaewert.

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.

CenterOak Partners LLC (CenterOak) is a private equity firm founded in 2014 by Randall Fojtasek. The firm is headquartered in Dallas, Texas.

NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies.

Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.

Scout VC LLC (Scout ventures) is a venture capital firm founded in 2009 by Brad C. Harrison. The firm is headquartered in New York.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

Tritium Partners LLC (Tritium Partners) is a private equity firm founded in 2013. The firm is headquartered in Austin, Texas.

YETI Coolers LLC is engaged in the manufacture and design of coolers. The firm supplies insulated cooler and ice chest models for commercial and outdoor applications such as in hunting, fishing, and camping activities. It also offers accessories such as tie-down kits, corner chocks, cooler cushions, lid grips, and mounting slides and locks. The company was founded by Roy Seiders and Ryan Seiders in 2006 and is headquartered in Austin, TX.

NRCCUA LLC provides data and analytics solutions to public and private colleges and universities. It offers a post-secondary planning survey to help the students discover the opportunities that meet educational needs and individual goals. The company was founded in 1972 and is headquartered in Lee's Summit, MO.

Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York.

ORIX Private Equity Solutions (ORIX) is a private equity subsidiary of ORIX USA Corp founded in 2012. The firm is headquartered in Dallas, Texas.

TalentSmart, Inc. engages in the provision of emotional intelligence training. Its products include Emotional Intelligence Appraisal, EQ daily calendar, 360 refined, IDISC, and Yellow Foam Brain. It also offers on-site training, train the trainer, public workshops, coaching, keynotes, and assessment services. The company was founded by Jean Greaves and Travis Bradberry in 1995 and is headquartered in San Diego, CA.