Haley Kwait Zollo

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Stock Yards Bank & Trust Co. (SYBT) is an investment adviser headquartered in Louisville, Kentucky. The firm was founded in 1904 and is a wholly-owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT). SYBT offers financial planning, investment management, retirement planning, and trust and estate services to individuals, families, and businesses.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

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.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

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.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

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.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Freeport Financial Partners LLC (Freeport Financial Partners) is a private equity firm, a subsidiary of Moelis Asset Management LP founded in 2012. The firm is headquartered in Chicago, Illinois.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Waud Capital Partners LLC (Waud Capital Partners) is an Independent Private Equity firm. The firm is founded in 1993 by Reeve Byron Waud. It is headquartered in Chicago,US.

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

Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco .

Class Valuation LLC engages in the provision of real estate asset valuation and appraisal management solutions for the residential mortgage industry. The company was founded in 2009 and is headquartered in Troy, MI.

VisionTech Angel (VisionTech Angel) is a venture capital subsidiary of VisionTech Partners LLC founded in 2009 by Oscar Moralez. The firm is headquartered in Indianapolis, Indiana.

dunnhumby Ltd. offers market research and data analysis services. It serves businesses in retail, manufacturing, consumer markets, and retail media sectors. The company was founded by Clive Humby and Edwina Dunn in 1989 and is headquartered in London, the United Kingdom.

Sverica Capital Management LP (Sverica Capital Management) is a private equity firm founded in 2001. The firm is headquartered in Boston, Massachusetts.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

Robert W. Baird & Co., Inc./Venture Partners/ (Baird Venture) is a venture capital division of Robert W. Baird & Co., Inc. founded in 2000 by Thomas Desmond. The firm is headquartered in Chicago, Illinois.

ChurnZero, Inc. develops a Software-as-a-Service (SaaS) platform for subscription of businesses that helps the company to retain customers and fight churn. Its platform is designed to integrate with Customer Relationship Management (CRM) systems into an application or service. The company was founded by You Mon Tsang and Mark James Heys in 2015 and is headquartered in Arlington, VA.

Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky.