Shawn Michael Tumulty

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology.

LearnVest, Inc. owns and operates as a personal finance and lifestyle website for women. The company was founded by Alexa von Tobel in 2009 and is headquartered in New York, NY.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

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.

Miami Valley Steel Service, Inc. manufactures flat-rolled steel. Its services include heavy gauge slitting, high speed precision blanking, light gauge slitting and multi blanking and cut-to-lengt. The firm’s products include hot rolled, hot rolled pickled and oiled steel, cold rolled steel, hot dipped galvanized steel and galvalume. The company was founded in 1983 by Jerome Rand and is headquartered in Piqua, OH.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Specialty Steel Works, Inc. operates as a holding company with interests in manufacturing of specialty steel products. It produces engineered products such as seamless cold drawn pipe and tube, cold finished steel bars and flats and various SBQ and MBQ products. The company was founded in 2008 and is headquartered in Hammond, IN.

Material Sciences Corp. provides metal processing, building products and supply chain management services. Its products include deco steel, MagnaDamp, MSC smart steel, quiet steel, replikote, and sound trap. The firm offers coil coatings, electrogalvanizing, laminates and strippable film, supply chain management, and value added processing services. The company was founded in 1951 and is headquartered in Canton, MI.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Calibre Group LLC provides investment banking and financial advisory services. The private company is based in Pittsburgh, PA. The company was founded by James Tumulty, Ed Siegel. James Tumulty has been the CEO since incorporation.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

MidCap Equity Partners LLC (MidCap Equity Partners) is a private equity subsidiary of MidCap Advisors LLC founded in 2010. The firm is headquartered in New York.

MidCap Advisors LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by Peter F. Brennan, Doug T. Hendrickson, John D. Poppe.

DTI Capital LLC (DTI Capital) is a private equity firm founded in 2010 by John S. Wehrle and Matthew Joel Penneycard. The firm is headquartered in New York.

Hendrickson & Co., Inc. provides innovative insurance services and solutions. Its product includes alternate funding plans, communication solutions, executive benefits, health and welfare employee benefits consulting, mergers and acquisitions, personal insurance programs and select account services, private equity services, and retirement and financial services. The company was founded by William T. Hendrickson in 1958 and is headquartered in New York, NY.

Benefits Optimization LLC is a technology-based population health self-management solutions provider. Benefits Optimization is based in Bedford, NY. The company's platform, My Health Coach Now, is designed to leverage each client's specific benefits portfolio in crafting population-specific solutions to help them achieve physical, mental, and financial wellbeing by developing healthy habits and acquiring knowledge. The company was founded by John D. Poppe and Henry Petrie.

Severstal North America, Inc. manufactures flat-rolled carbon steel products. It offers hot rolled band, cold rolled, hot diped galvanized, and electrogalvanized sheet steel products. Its customers include converter, service center, automotive, and other related markets. The company was founded in 2004 and is headquartered in Bingham Farms, MI.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia.