Ted Beachley

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Northern Brewer LLC engages in the supply and retail of home brewing, winemaking, beer kits, and equipment. It also offers beer recipe kits, kombucha, and cheese making. The company was founded by Christopher Farley in October 1993 and is headquartered in Roseville, MN.

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.

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.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina.

TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

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.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

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.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Bijoux Nouveau, Inc. engages in the wholesale and retail of apparel and fashion products. It offers watches, jewelry, handbags, pashminas, hats, and other soft goods. The company’s brands include Bijoux Terner, AdiXion, and B You. The firm sells its products on a wholesale basis to travel market retail operators that operate duty free retail stores on-board cruise ships, and in airports, casinos, and international resort destinations, and to select national food and drug retail chains. Bijoux Nouveau was founde on May 31, 2013 and is headquartered in Miami, FL.

Blackstreet Capital Management LLC is an Independent Private Equity firm founded in 2002 by Murry Neal Gunty. The firm is headquartered in Bethesda.

Blackstreet Capital Holdings LLC operates as equity and debt holding company with interests in education, consumer finance, and sports and entrainment. It is a diversified operating company that opportunistically purchases underperforming small businesses and helps restore them to profitability. The company was founded by Murry Neal Gunty and Lawrence S. Berger in 2015 and is headquartered in Chevy Chade, MD.

Red Apple Stores, Inc. engages in the operation of retail stores. It offers clothing, home, and food products. The company is headquartered in Mississauga, Canada.

Envoy Global, Inc. provides online immigration and visa application process services. Its patented online process guarantees fast response times, easy access to case information and comprehensive customer support. The firm offers business immigration services that include work visas, permits and permanent resident assistance, and employment compliance; online visa process services for human resource (HR) and employees; corporate immigration and Form I-9 compliance services; and travel, work, and family visas for individuals. The company was founded by Robert C. Meltzer in 1998 and is headquartered in Chicago, IL.

Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York.

Brookwood Associates LLC provides investment banking services for middle-market companies. It offers a comprehensive range of investment banking services to middle-market companies that include buyer and seller services, private capital services, financial restructuring and advisory services. The company was founded by Robert S. Winborne in 1989 and is headquartered in Atlanta, GA.

C&B capital (C&B capital) is a private equity and venture capital firm founded in 1996 by Edward Stockton Croft and Theodore J. Bender. The firm is headquartered in Atlanta, Georgia.

Rhapsody Venture Partners LLC (Rhapsody Venture Partners) is a venture capital firm founded in 2014. The firm is headquartered in Cambridge, Massachusetts.

Mosaic Capital Partners LLC /North Carolina/ (Mosaic Capital Partners) is a private equity firm founded in 2011 by Smith H Dabney, Joseph J Strycharz, William A Hayes, Steve W Buchanan and Keith D Butcher. The firm is headquartered in Charlotte, North Carolina.

TIAA-CREF Life Insurance Co. provides insurance services. The firm offers retirement plans, IRAs, mutual funds, retirement annuities, brokerage & trading, 529 education savings, managed investment accounts and TIAA personal portfolio. The company was founded on March 04, 1918 and is headquartered in New York, NY.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Meridian Credit Management LLC, dba Gulf Stream Asset Management (GSM), is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2002 as Gulf Stream Asset Management LLC. GSM manages a variety of collateralized loan obligations (CLOs) for institutional clients.

Next World Group is a private equity firm founded in 2008 by Sebastien Lepinard. The firm is headquartered in San Francisco, California.