Theodore Polk

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors.

Part of Huntington Bancshares, Inc., Headwaters BD LLC is a brokerage services provider. The company is based in Denver, CO. Founded in 2005, Headwaters BD provides brokerage services.

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Nextera Economics, Inc. provided business strategy, operations improvement, and information technology consulting services. The company was headquartered in Chicago, IL.

H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Citigroup Capital Strategies, Inc. provides finance activities such as advisory, mergers and acquisitions. It is a member of Citigroup, is specialist in mergers, acquisitions and divestitures of private, middle-market companies. It also offers middle-market transactions. The company was founded in 1977 and is located in Laguna Hills, CA

Talisman Capital Management Inc (Talisman Capital) is a private equity firm founded in 2000 by Matt D. Walter. The firm is headquartered in Columbus, Ohio.

Bertram Capital Management LLC (Bertram Capital Mgmt) is a private equity firm founded in 2006 by Jeff Drazan. The firm is headquartered in Foster City, California.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Part of Adams Capital Management, Inc., ACM Capital Partners LP provides venture capital investment services.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

SagePoint Advisors LLC is based in Del Mar, CA. Part of Huntington Bancshares, Inc., SagePoint Advisors LLC is a company that provides merger, acquisition, and strategic advisory services. The company was founded by David P. Michaels. SagePoint Advisors was acquired by Capstone Partners LLC, part of Huntington Bancshares, Inc., from June 16, 2022, on July 11, 2012.

Gamma Medica, Inc. develops and manufactures digital medical imaging systems. The firm offers LumaGEM Molecular Breast Imaging system, a diagnostic tool for detecting early-stage cancers in dense breast tissue; and LumaGUIDE biopsy accessory, a lesion localization accessory. It also provides service and maintenance contracts for its molecular breast imaging systems. The company was founded on July 23, 2013 and is headquartered in Salem, NH.

A&E Investments LLC (A&E Investments) is a venture capital firm founded in 2002. The firm is headquartered in San Francisco, California.