Robert M. Calleja

VII Peaks-KBR Co-Optivist Income BDC II, Inc. is a non-diversified closed-end management investment company, which engages in the investment on discounted corporate debt; senior secured term loan and equity-linked debt securities of public and private companies that trade on the secondary loan market for institutional investors; and provide distributions to investors. The company was founded in August 3, 2011 and is headquartered in Walnut Creek, CA.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Kinderhook Industries LLC (Kinderhook Industries) is a private equity firm founded in 2003 by Christian Michalik. The firm is headquartered in New York.

Mongolian Management & Investment Co. LLC owns and operates a chain of restaurants. It offers meat, poultry and seafood products, vegetables, oils & sauces, spices, and mongolian feast. The company was founded by Billy T. Downs in September 1992 and is headquartered in Irving, TX.

VitreosHealth, Inc. provides healthcare services. It offers predictive population risk analytics for care management and contract optimization leveraging EHR, claims and demographics data for medical homes, physician groups, ACOs, hospital systems, IDNs, and shared savings programs. The firm's ACO-in-a-Box and PCMH-in-a-Box solutions delivers predictive chronic disease models for population state-of-health risk analysis and risk stratification, care management analytics and quality-cost-risk visibility and ACO demand planning for improving overall healthcare provider and payer performance. The company was founded by Kirit Pandit and P. Jayaram Reddy in 2009 and is headquartered in Plano, TX.

EcoSouth Services of Mobile LLC provides solid waste hauling, transfer, and disposal services. The company is based in Mobile, AL, and has subsidiaries in the United States. Joe Burkel has been the CEO of the company since 2020.

Capital Waste Services LLC engages in the provision of waste pickup and disposal services. It serves municipalities, residential, and business sectors. The company is headquartered in Columbia, SC.

MMJ Industries, Inc. engages in the provision of transportation solutions specializing in waste disposal. It offers transfer station management, material handling, and purchasing. The company was founded by Craig Stafford in 1994 and is headquartered in Mableton, GA.

VacationRoost, Inc. operates as an online provider of professionally managed vacation rental properties. It offers consumers the ability to book professionally managed vacation rentals online and to package them with air, car, and destination travel services. The company was founded by Julian B. Castelli in 2001 and is headquartered in Aspen, CO.

Mountain Reservations, Inc. operates web sites that provide consumers with a selection of vacation properties available for short and long term rental. It provides online trips reservation for specific destinations such as Park City and Deer Valley in Utah, Aspen, Breckenridge, Vail, and Steamboat in Colorado, Jackson Hole, Wyoming, Sun Valley, Idaho, and Whistler in Canada. The company was founded by Alan J. Mao in 2001 and is headquartered in Park City, UT.

Alpha Financial Technologies LLC develops patented trading methodologies. It specializes in the research and development of futures-based indexes. The firm's indexes have been utilized by the financial and institutional community globally in a broad array of products including mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), and UCITS III funds. The company was founded by Victor Sperandeo in 2001 and is headquartered in Southlake, TX.

Winspear Investments LLC is a private equity firm based in Addison, TX and has subsidiaries in the United States.

GlobalHealth, Inc. provides health insurance services. It offers group health insurance and medicare advantage plans with low monthly premiums and a simple copay system. The company was founded by John M. Bell and Scott Vaughn in 2003 and is headquartered in Oklahoma City, OK.