Chase Stiffler

Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their 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.

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.

Collect Rx, Inc. provides revenue cycle management services in health sector. It provides services to hospitals, ambulatory surgical centers, physicians, and other health care providers to maximize reimbursements on out-of-network bills. The company is headquartered in Bethesda, MD.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

Telehealth Solution, Inc. develops telemedicine technology device. It serves hospitals and senior living. The company was founded by Waseem Ghannan and Jason Perlman and is headquartered in Charlotte, NC.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

Loyalty Express LLC customizes, automates, and manages retention marketing programs. Its solutions include CustomerManager a complete customer relationship management solution and marketing service with integrated email, direct mail and print fulfillment, MarketingCentral a private-label store that delivers complaint and branded sales collateral. The company was founded by Mary Beth Doyle and Jeff Doyle in 2004 and is headquartered in Woburn, MA.

Precision Solutions is a private company based in Dallas, TX, founded in 2001 by Colin Campbell. The company specializes in providing business professionals with data and facts to make informed decisions that drive return on investment. Precision Solutions builds long-term partnerships with clients based on trust and mutual goals. The company takes Big Data and turns it into actionable insights for client partners, helping B2B suppliers, distributors, and wholesalers uncover growth opportunities, increase revenue, and maximize margin. Precision Solutions' B2B industry experts span across Cleaning & Hygiene, Medical-Surgical, Industrial, Office Supply, and more. The CEO is Brett Friedman.

Fire Rock Products LLC manufactures and distributes pre-engineered and masonary fireplace and chimney systems. Its products include fireplaces, flooring, pavers, steel windows and doors; and slate roofing. The company was founded by Jeffrey Warner Stevens in 2007 and is headquartered in Birmingham, AL.

Healthfuse LLC is a company that provides revenue cycle vendor management services to over 150 hospitals and health systems. The company is based in Milwaukee, WI. The company offers an automated auditing solution for hospital account collection that operates 24/7 to improve the efficiency of vendor functions and processes. Healthfuse guides hospitals and health systems in creating a sustainable revenue cycle vendor structure that increases outputs and saves money. Healthfuse was founded in 2011 by Nick Fricano, Jon Myhre, and Mike Zimmerman, with Nick Fricano serving as the CEO since then.

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.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

Resurgens Technology Partners LLC (Resurgens Technology) is a private equity firm founded in 2016 by John Baumstark, Fred Sturgis and Adi Filipovic. The firm is headquartered in Atlanta, Georgia.

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.

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

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.

Source Capital LLC (Source Capital) is a private equity firm founded in 2002 by Thomas S. Harbin and Katherine Harbin Clammer. The firm is headquartered in Atlanta, Georgia.

Arcspring is a private equity firm. The American company was founded by Simon Angove and Duncan B. Angove, with Duncan B. Angove serving as CEO since incorporation.

Eastside Partners LLC is a venture capital firm founded in 2005 by Emerson Fann and Jay C. Horgen. The firm is headquartered in Huntsville, Alabama.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Brighton Partners LLC (Brighton Partners) is a private equity firm founded in 2002 by Daniel G Broos. The firm is headquartered in Atlanta, Georgia.

Immatics US, Inc. develops adoptive cell therapies (ACT) for the treatment of cancer. The company’s ACT therapies are intended to use human T-cells that have been multiplied outside the body before being infused into a cancer patient. It also offers XPRESIDENT, a target discovery engine that enables users to identify, quantify, and prioritize tumor-associated peptides that are recognized by T-cells. The company was founded by Harpreet Singh-Jasuja, Toni Weinschenk, Niels Emmerich, Hans-George Rammensee, Steffen Walter, Peter Brossart and Hansjorg Schild in June 2015 and is headquartered in Houston, TX.

American Society of Hematology provides the most current practice tools, clinical support and educational products needed in hematology. The firm offers educational products and services for clinicians and scientists. The company is headquartered in Washington, DC.