Kelly Lee

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Torray Investment Partners LLC (Torray) is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Torray in 1972. Torray provides investment supervisory services to private accounts and an open-end registered investment company.

Meridian Venture Partners LLC (MVP Capital Partners) is a private equity firm founded in 1985 by Robert E. Brown and Bob Brown. The firm is headquartered in Radnor, Pennsylvania.

Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

EJF Capital LLC (EJF) is an employee-owned alternative asset management firm headquartered in Arlington, Virginia. The firm was founded by Emanuel J. Friedman and Neal J. Wilson in 2005. EJF provides discretionary investment advisory services and sub-investment advisory services to pooled investment vehicles and single investor funds.

Choozle, Inc. provides digital marketing solutions. It offers Choozle, a SaaS platform, which comprises analytic, data visualization, and ad-buying tools that enable marketers gather consumer insights, create media, and launch real-time advertising campaigns across video, mobile, display, and social mediums. The company was founded by Andrew Fischer and Jeffrey Finch in 2012 and is headquartered in Denver, CO.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Part of Berwind Corp., Berwind Financial Group LP is a company that provides investment banking services. The company is based in Philadelphia, PA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Milestone Partners Management Co LP (Milestone Partners) is a private equity firm founded in 1995 by William Scott Warren. The firm is headquartered in Radnor, Pennsylvania.

Cross Atlantic Capital Partners LLC (Cross Atlantic Capital) is a venture capital firm founded in 1999 by Donald Caldwell and Gerry McCrory. The firm is headquartered in Radnor, Pennsylvania with an additional offices in the United Kingdom and Israel.

Associated Luxury Hotels International Holdings LLC provides marketing and sales services for hotels. The company was founded by John Metcalfe in 1986 is headquartered in Orlando, FL.

Fairmount Partners LP is an independent investment banking firm that focuses on serving the needs of middle market and emerging growth companies. The private company is based in West Conshohocken, PA. Cornelius P. McCarthy has been the CEO of the company since 2003. The company is a leading investment bank in the professional and technology services industry. Fairmount Partners served as the exclusive financial advisor to YPTC throughout the transaction.

MIS Training Institute, Inc. engages in the provision of audit, information technology audit, and information security training services. The company was founded in 1978 and is headquartered in Southborough, MA.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

AnalyticsIQ Holdings, Inc. engages in the provision of data and analytics solutions. It offers its services to insurance, financial services, retail, automotive, agencies, non-profits, technology providers, and travel industry. The company was founded by Dave Kelly and is headquartered in Atlanta, GA.

Celltrak Technologies, Inc. provides software-as-a-service based mobile solutions. It offers services to home healthcare, hospice and private duty markets in the United States and Canada. The firm offers CellTrak visit manager platform that enables users to automate workflow, improve compliance and reduce operating costs. It also provides homecare technology platform and data management solutions, which include care plan management, global position systems (GPS) and directions, time and attendance, travel time and mileage, supply management, IVR and telephony, alerting and messaging, scheduling, location based services management, nurse care, wound care and disease care modules. The company was founded by Andrew M. Kaboff and Steven A. Wegner in 2006 and is headquartered in Schaumburg, IL.

Sandbox Family Communication, Inc. is a company that simplifies military life by providing services such as basic training preparation, letter sending, and travel booking. The company is based in Arlington, VA. The company prioritizes security and is dedicated to safeguarding the privacy of its users and their recipients. The CEO of the company is Sam Meek.

Knotel, Inc. engages in the provision of workspace properties on rent for companies. It offers desks, open and private spaces, service floors, and buildings. The company was founded by Amol R. Sarva and Edward Shenderovich in 2015 and is headquartered in New York, NY.

Tatum US is a private company that specializes in providing executive search services for businesses. Tatum US is based in the United States, but the location is not specified in the provided information. The American company offers solutions for talent-related challenges, from interim executives to permanent hires, and everything in between. The company's services include BitAgency, websites, and development.

IMPLAN Group LLC provides software and data tools for economic impact analysis. It offers solutions for academia, consultants, economic developers, government, non-profits, and private sectors. The company was founded in 1993 and is headquartered in Huntersville, NC.

Part of American International Group, Inc., AIG Global Investment Group, Inc. provides investment advisory services. The company is based in New York, NY. The CEO of the company is Win Jay Neuger.

Profectus BioSciences, Inc. engages in the design and development of preventive and therapeutic vaccines. It develops novel vaccines for the prevention and treatment of infectious diseases and related cancers. The company’s vaccines are based on its proprietary VesiculoVax and GeneVax vaccine delivery platforms. The company was founded by Robert Charles Gallo, William A. Blattner, and Robert R. Redfield in 2003 and is headquartered in Baltimore, MD.