Angela Tran

Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds.

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.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

Decisiv, Inc. Provides cloud-based service relationship management software as a services. It offers operational assistance, process recommendation, web services integrations, workflows, custom reporting, operations, inspections and consulting services. The company was founded by Steve Hayes in 2001 and is headquartered in Glen Allen, VA.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

4C Insights, Inc. provides platform for marketing and sales engagements on Facebook, Twitter, and other social media. The firm creates technology that turns social data into actionable marketing intelligence. It is a hosted platform, which provides Software as a Service (SaaS) application interface, requiring no infrastructure for its customers. The company was founded by Alok N. Choudhary, Tarun Mathur, Lance Neuhauser and Karan Khanna in December 2011 and is headquartered in Chicago, IL.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

Clarity Partners (Clarity Partners) is a private equity firm founded in 1997 Stephen P. Rader, Barry A. Porter and David Li Lee. The firm is headquartered in Los Angeles, California.

Search Optics, Inc. provides digital automotive marketing services. Its services include Blueprint Platform™—a mobile-first website solution, managed paid search, search engine optimization, content and e-mail marketing, programmatic display, social media, local search, reputation management, MAP. The company was founded by Troy Smith in 1998 and is headquartered in San Diego, CA.

Source 44 LLC provides supply chain compliance services and data. The firm’s solutions include conflict minerals, smelter verification, anti-corruption and restricted substances. It is a place for companies all over the world to exchange compliance information. The company was founded by Jess F. Kraus, Matt Thorn and Jennifer Kraus in 2009 and is headquartered in Carlsbad, CA.

Dejero Labs, Inc. provides broadcasting solutions. Its solutions include mobile news crews, news vehicles, videojournalists, online streaming, sports broadcasting, first responders and education. The company was founded by Bogdan Frusina in 2008 and is headquartered in Waterloo, Canada.

Zafin Labs Technologies Ltd. provides relationship banking software solutions to the financial services industry. Its technology platform, miRevenue software, was built for banking, enabling customer-centric product innovations that drive revenue, transparency and operational efficiency. The firm’s software modules include miCatalog, miPricing, miEarnings, miOffering, miLoyalty and miBilling. The company was founded by Al Karim Somji in 2002 and is headquartered in Toronto, Canada.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

GeoWealth Management LLC (GeoWealth) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2004, GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools that investment advisors rely on for managing their client accounts.

Bregal Partners (Bregal Partners) is a private equity firm, a subsidiary of Bregal Investments LLP founded in 2012 by Scott A. Perekslis and Robert A. Bergmann. The firm is headquartered in New York.

The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY.

Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York.

Point of Rental Software provides rental software services. The firm’s solutions include heavy equipment, event and tent, aerial and access, general, recreational, specialty, portable sanitation, trench and shore. The company was founded in 1982 and is headquartered in Fort Worth, TX.

Seek Now LLC provides claim inspection solutions. Its services include commercial, ladder assist, solo inspection and emergency services. The company was founded by Russ Carroll and Scott James in 2012 and is headquartered in Louisville, KY.

The Trucking Association of New York is a membership organization that advocates for and provides educational resources to the state's trucking industry. The company is based in Clifton Park, NY and has subsidiaries in the United States. The company was founded in 1932.

Macropoint LLC provides third party load tracking solutions. It offers a global freight visibility platform for shippers and brokers to get real-time location monitoring and tracking, delivery monitoring, and event notifications to third parties. The company was founded in 2011 and is headquartered in Cleveland, OH.

10-4 Systems, Inc. provides software solutions for transportation tracking. The firm offers 10-4 Enterprise Freight Portal, a global visibility tool for shippers, carriers, and 3PLs that aggregates asset location data from various sources in the supply chain and connects this data with pertinent information from their ERP and/or TMS. It provides real-time document capture, end to end shipping visibility, fleet management, backhaul management, and logistics software. The company was founded by Gordy Ferguson and Andrew J. Leto in 2012 and is headquartered in Boulder, Canada.

ProductPlan LLC empowers individuals to own their product success and communicate their product strategy through a single source of truth. ProductPlan is based in Santa Barbara, CA and was founded in 2013 by Greg Goodman, Greg Goodman, Jim Semick. The company provides an easy-to-use platform for building and sharing product roadmaps, with over 20 templates available. Tim Leonard has been the CEO of the company since 2022.

Part of Draper Fisher Jurvetson International, Inc., Element Partners LLC is an investment fund. The company is based in Foster City, CA.

Sievo Oy provides financial software solutions. Its solutions include spend management overview, spend analysis, savings program management, spend budgeting and forecasting and procurement controlling. The company was founded by Sammeli Sammalkorpi and Matti Sillanpaa in 2003 and is headquartered in Helsinki, Finland.

Part of Trucking Association of New York, Bestpass, Inc. is a payment platform provider and leader in toll management solutions for commercial fleets. The company is based in Albany, NY. Bestpass powers expresstrucktax, which simplifies the tax process for truckers and fleets. Bestpass offers an all-in-one toll management system to help fleets save time and money by effortlessly bridging the gap between tolling authorities and their fleet. The company also offers custom toll management strategies, white paper series, webinars, and owner-operator tolling solutions. The company was founded in 2001 by truckers for truckers and saves fleets time and money by consolidating payments and providing insight into cost per vehicle. Tom Fogarty has been the CEO of the company since 2020.

Relativity Media LLC provides entertainment services. It engages in content production and distribution, including movies, television, fashion, sports, digital and music. The firm operates through following divisions: Film, Home Entertainment, Digital, Relativity International, Relativity Television, Relativity Music and Relativity Sports. The company was founded by Ryan Kavanaugh in 2008 and is headquartered in Beverly Hills, CA.

Elevate Services, Inc. provides legal services. It offers document review, procurement support, med legal, word processing, information technology and application development, marketing and business development, lean of legal, and support services operations. The company was founded by Liam Brow, John Croft and Richard L. Little in 2011 and is headquartered in Los Angeles, CA.

Bark Technologies, Inc. engages in the development of software to help parents facilitate safe online interactions for their children. Its tool reviews online interactions on websites or social media sites; and communications. The company was founded by Brian Bason and Brandon Hilkert in 2015 and is headquartered in Richmond Hill, GA.