Jeffrey Mushaluk

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PWC Logistics Ltd. provides storage and freight forwarding services. The firm provides services to customers in apparel & footwear, automotive, consumer & industrial electronics, consumer packaged goods, engineering & construction, events & entertainment, food, grocery, government, healthcare and pharmaceutical industries. The company was founded in 1979 and is located in Safat, Kuwait.

Means Investment Co., Inc., dba Means Wealth Management (Means Wealth), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bangor, Maine. The firm was founded by David G. Means in 1935. Means Wealth provides investment advisory services primarily to individuals through individually managed accounts.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Help Scout, Inc. designs and builds web applications. The company was founded by Nicholas Francis, Jared McDaniel and Swindle Denny in 2005 and is headquartered in Boston, MA.

Booker Software, Inc. provides software for management, booking and marketing services. It enables businesses to provide online services through website and a network of partner sites and apps. The company was founded by Joshua McCarter and Daniel Lizio-Katzen in 2010 and is headquartered in New York, NY.

G2.com, Inc. operates a business software review platform. It helps to compare the business software and services based on user ratings and social data. The company was founded by Tim Handorf, Godard K. Abel, Matt Gorniak, Michael Wheeler, and Mark Myers in 2012 and is headquartered in Chicago, IL.

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.

Cision US, Inc. engages in the provision of media research services. The firm's products include communication cloud, media contact database, PR newswire, and media monitoring. It serves communications, social media, and content marketing professionals. The company was founded in 1932 and is headquartered in Chicago, IL.

Birchbrook is an independent registered investment advisor headquartered in Bangor, Maine. The firm was founded by Jean Deighan and Jenifer Butler in 1994 as Associates, Inc. and changed its name to Birchbrook in 2021. Birchbrook provides investment advisory and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and self-directed retirement plans.

Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Maine Venture Fund is a venture capital firm founded in 1995. The firm is headquartered in Newport, Maine.

Jack Rouse Associates, Inc. provides management services. Its services include planning, design, media and project, and production management. It also designs for museums, sports, entertainment venues, and visitor centers. The company was founded by Jack Rouse and Amy Merrell in 1987 and is located in Cincinnati, OH.

Burgess Advertising & Associates, Inc. provides advertising solutions. Its services include account management, strategic planning, branding, social media marketing, and media buying and planning. The company was founded by Meredith Strang Burgess in 1986 and is headquartered in Portland, ME.

Partners HealthCare Corp. provides patient care, research, teaching and community services. The company is headquartered in Boston, MA.

Mass General Brigham Ventures LLC (Mass General Brigham Ventures) is a venture capital subsidiary of Partners Research Ventures & Licensing founded in 2005. The firm is headquartered in the Cambridge, Massachusetts.

O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits.

Casdin Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Eli Casdin in 2012. They provide investment management services to pooled investment vehicle, or more specifically, a private investment fund, the securities of which are offered to certain qualified investors on a private placement basis.

Shamrock Sports & Entertainment is a sports and entertainment sales and marketing agency that specializes in strategic sponsorship and multi-media sales, naming rights, and other consulting services. In 2019, they launched a new division called Shamrock Signature, which focuses on live events and experiences, as well as original programming and production, including but not limited to PGA Live + Work in Open, Portland Pops, and Carnaval. Some of their clients include NASCAR, NBA, Invictus Games, Professional Bowlers Association, Rugged Maniac, SRX, East Conference, and Fanbeat. The American company was founded in January 2010 and is headquartered in an undisclosed location.

Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX).

Tetrem Capital Management (US) Corp. provides investment advisory services. The private company is based in Boston, MA.

Curdis SARL operates supermarkets. The private company is based in Paris, France. The French company was founded by Adam Goyette.

Thryv, Inc. engages in the provision of technology, software and integrated tools for small business owners. Its offers solutions such as internet directories, real yellow pages, online display and social media, search engine optimization, search engine marketing, and online listings management. It operates through the following brands: Superpages.com, DexKnows.com, Yellowpages.com, Superpages mobile, and The Real Yellow Pages. The company is headquartered in Dallas, TX.

Safar Partners LLC (Safar Partners) is a venture capital firm founded in 2019 by Nader Motamedy. The firm is headquartered in Cambridge, Massachusetts.

Prominex, Inc. manufactures molecular diagnostic assays for infectious disease testing. The company was founded by Paul Thomas and Paul Gargan in 2017 and is headquartered in San Diego, CA.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

C2i Genomics, Inc. is engaged in the research and development on cancer. It provides ultrasensitive test for cancer. The company was founded by Asaf Zviran and Ezra Sofer in 2019 and is headquartered in New York, NY.

GeneMatters LLC operates as a digital technology platform that provides genomic medicine delivery services. The company is based in Minneapolis, MN.

HyperGrowth Partners (HyperGrowth Partners) is a private equity firm founded in 2020 by Guillaume Cabane, Martin Gontovnikas. The firm is headquartered in San Francisco, California.