Meredith Fronheiser

Part of RHI Magnesita NV, Global Industrial Technologies, Inc. manufactures refractory products as well as construction and building materials. The company is based in Dallas, TX. Global Industrial Technologies was acquired by RHI AG on December 30, 1999 for $322.84 million.

Edgewood Management LLC (Edgewood) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. They are principally owned by Edgewood Management Co. I, Inc. The firm was founded in 1974 as a family office that provides asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans.

Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

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.

Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients.

BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

Spider Management Co. LLC (Spider Management) is a SEC-registered investment advisor and hedge fund manager headquartered in Richmond, Virginia. The firm was founded in 2001 and is the investment management affiliate of the University of Richmond. Spider Management provides investment advisory services in the form of portfolio management to pooled vehicles and charitable organizations. The firm currently serves as the investment adviser to the University of Richmond’s Endowment, The Richmond Fund, a charitable organization, and Spider Buyout Holdings LP – a Delaware limited partnership.

Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

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.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and 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.

Auxilior Capital Partners, Inc. provides capital finance solutions. It offers equipment financing and leasing services to middle-market businesses. The firm serves the construction and infrastructure, franchise finance, transportation and logistics finance, and healthcare industry. The company is headquartered in Plymouth Meeting, PA.

Seaport Global Holdings LLC is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading, and research services. The private company is based in New York, NY and has subsidiaries in the United Arab Emirates, UK, Singapore and the United States. The company combines its extensive knowledge, solid relationships, and deep distribution platform to serve its clients' unique business requirements. The company was founded in 2001 by Michael Meagher and Stephen Corcoran Smith, with Michael Meagher serving as the CEO since then.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

M&D Distributors is a distributor of mission-critical diesel engine parts and components within primarily Texas, Oklahoma, and Louisiana. Its product portfolio includes new and remanufactured fuel injection, turbocharger, engine part, and filtration. The company was founded in 1943 and is headquartered in Odessa, TX.

Legacy Service Partners LLC is a group of residential services businesses that operates across more than 30 brands in 16 states. The company is based in Tampa, FL. The company offers home repair, replacement, and maintenance services in heating, cooling, plumbing, and electrical services. The company serves nearly half a million customers annually and has more than 1,500 team members in various locations, including St. Paul, Weatherford/Ft. Worth, Middletown, and Lincoln. Legacy Service Partners invests in high-performing residential HVAC, plumbing, and electrical companies and provides resources to better serve their customers, employees, and communities.

Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado.

Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Alternative Investment Management LLC (AIM13) is a private equity firm founded in 1999 by M Jonathan Harris. The firm is headquartered in New York.

PivotalPath, Inc. engages in the provision of hedge fund research and intelligence services. It serves hedge fund allocators and managers. The company is headquartered in New York, NY.

Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure.

Third Bridge Group Ltd. provides information about investment opportunities to private equity firms, hedge funds and strategy consultants. The firm offers Third Bridge Connections, Forum and Intelligence. It also offers consultations, interview transcripts and market intelligence reports that provide insights into companies and markets. The company was founded by Rodolphe de Hemptinne and Emmanuel Tahar in 2007 and is headquartered in London, the United Kingdom.

Graycliff Partners LP (Graycliff Partners) is a private equity firm founded in 1991. The firm is headquartered in New York.

Tradespace, Inc. engages in the development and provision of an internet protocol marketplace and analytics platform. It focuses on company tools that offers information on developing, commercializing, and investing in intellectual property. The company was founded by Alec Sorensen and is headquartered in San Francisco, CA.

Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients.

Sentinel Capital Partners LLC (Sentinel Capital Partners) is a private equity firm founded in 1995 by David Lobel, John McCormack, and Frank Richardson. The firm is headquartered in New York.

L2 Brands LLC designs and sells apparels, headwear, home d?cor, wall signage, and fashion accessories. The company is headquartered in the United States.

Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.

Part of Truist Financial Corp., The Steward School Corp. is an independent co-ed JK-12 school located in Richmond, VA, preparing students for college and for life. The school's mission is to provide a challenging yet supportive academic environment that encourages students to become confident, compassionate, and responsible individuals.