Dana Levering

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.

Medsurant Holdings LLC develops intraoperative neurophysiological monitoring services. It specializes in the development of neuromonitoring solutions that assist surgeons during continuous testing and surgery of at-risk neural structures. Its service areas encompass instant monitoring results analysis and medical consulting. The company was founded in 2009 and is headquartered in West Conshohocken, PA.

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.

SMR Holdings LLC provides IT asset disposal and electronics recycling solutions. Its products include data destruction, decommissioning, redeployment, remarketing, and recycling. The company was founded by Shelly Li and Arun Karottu in 2014 and is headquartered in Statesville, NC.

OSP GLOBAL LLC provides software solutions for information technology governance, risk and compliance. The firm offers external vulnerability scan, firewall security review, and application and network level penetration testing services. Its products include cloud governance, risk management, and compliance platform, data discovery, and audit and vendor manager software. The company was founded by Mark E. Mercer and Rohit Tripathy in 2004 and is headquartered in Fairfax, VA.

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.

Core Innovation Capital (Core Innovation) is a venture capital firm founded in 2009 by Arjan Schutte. The firm is headquartered in Los Angeles, California.

Mirador Financial, Inc. operates as a digital lending platform. Its technology supports a fully integrated, digital approach to borrower acquisition, loan application process and decisioning and borrower communication. The firm provides services to the banks, credit unions, non-profit lenders and small businesses. The company was founded by Trevor Dryer and William Beaver in 2013 and is headquartered in Portland, OR.

Gerry Care, Inc. operates as a concierge service provider. It helps families find the right assisted living homes for elders by providing expert advice and recommendations. The company was founded by Farron Blanc and Ajay Rajani in 2018 and is headquartered in New York, NY.

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.

Select Energy Services LLC operates as an oil and gas service company. The firm offers water solutions and environmental, well completions & intervention and facilities construction & engineering services. The company was founded in 2008 and is headquartered in Houston, TX.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Wharton Ventures delivers academic programming, internship opportunities and sponsor student-led efforts and research in sustainability and business. The company is headquartered in Salt Lake City, UT.

Green Rock USA, Inc. manufactures & wholesales jewelry and precious stones. The company was founded in 1998 and is headquartered in New York, NY.

GE Commercial Finance, Inc. provides commercial lending, financing and leasing services. It offers healthcare, manufacturing, fleet management, communications, construction, energy, aviation, infrastructure and equipment services. The company is headquartered in Norwalk, CT.

Comcast Ventures LLC is a Venture Capital firm, a subsidiary of Comcast Corp founded in the year 2011 by Sam H Schwartz and Julian A Brodsky. The firm headquartered in Philadelphia.

Spectrum Sunshine State LLC provides cable television and internet access services. The company's products include digital, cable and high speed internet. It also provides business and enterprise solutions. It is headquartered in St. Petersburg, FL.

Dobbs Management Service /Private Equity/ (Dobbs Management) is a private equity subsidiary of Dobbs Management Service LLC founded in 1920. The firm is headquartered in Memphis, Tennessee.

Charles Aris, Inc. is an executive search and American recruitment company.

Pinnacle Search Partners LLC is a private company that provides executive search services. The company is based in Atlanta, GA. The company's clients and candidates have provided positive feedback about their services.

BE&K, Inc. provides construction services. It is engaged in the provision of engineering and maintenance services for manufacturing, industrial, and telecommunications industries. The company was founded by Peter C. Bolvig, William F. Edmonds and Ted C. Kennedy in 1972 and is headquartered in Birmingham, AL.

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.