Margaret Poisson

SSC Venture Managers LLC (SSC Venture) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

SundaySky, Inc. develops a platform for video marketing. It offers SmartVideo, a software that helps customer-centric brands engage people with personalized, real-time video experiences at every step of the customer lifecycle. The company was founded by Shmulik Weller and Yaniv Axen in 2006 and is headquartered in New York, NY.

Wowza Media Systems LLC develops interactive streaming media server software. The firms? products include wowza streaming engine, gocoder, streaming cloud and wawza player. It offers on-demand video and audio, video recording and interactive flash streaming and IP camera streaming solutions. The company was founded by David Stubenvoll and Charlie Good in 2005 and is headquartered in Golden, CO.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

3Play Media, Inc. engages in the provision of closed captioning, transcription, and audio description services. The firm offers captioning, transcription, live auto captioning, audio description, translation and subtitling, and Spanish captioning. It serves the education, e-learning, media and entertainment, enterprise, online video, and faith industries. The company was founded by Chris Antunes, Joshua Miller, Chris J. Johnson, and Jeremy E. Barron in 2007 and is headquartered in Cambridge, MA.

Calero Software LLC engages in providing communications and cloud lifecycle management solutions to enterprises. It offers telecom expense management, mobility management software, information technology expense management, and call accounting and reporting solutions. The company was founded by Kevin Allen Wood on December 9, 2013 and is headquartered in Rochester, NY.

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Riverside Partners LLC (Riverside Partners) is a private equity firm founded in 1989. The firm is headquartered in Boston, Massachusetts.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

HLM Management Co. LLC (HLM Venture Partners) is a venture capital firm founded in 1983 by James J.Mahoney, Judy Lawrie and Haberkorn A.R. The firm is headquartered in Waltham, Massachusetts.

Contractor Management Services LLC provides compliance software and payment settlement services. Its products include IC onboard, IC pay, IC complete, IC insight, and IC portal and benefits. The firm also offers professional services, customer support, and risk management services. The company was founded by Dennis Roccaforte in 2001 and is headquartered in Phoenix, AZ.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

PhotoShelter, Inc. operates an online platform for photography websites. Its online tools allow users to sell, archive, and customize and design their photography websites. The company was founded by Allen Murabayashi, Jeffrey Arnold, Thomas S. Chin, and Grover Sanschagrin in 2005 and is headquartered in New York, NY.

TimeTrade Systems, Inc. provides web-based appointment scheduling and event registration software. Its products include purchase path appointments, concierge, and analytics. The company was founded by Carl Lambert, Kenneth Coleman, John E. Loring and Marco D. Peterson in 1999 and is headquartered in Tewksbury, MA.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Jebbit, Inc. operates a digital marketing platform to customize, measure, and optimize post-click engagement. It helps media companies drive revenue by providing interactive mobile content solutions as part of their digital offerings. The company was founded by Jonathan Lacoste, Thomas Coburn, Chase McAleese and Jeb Thomas in December 2010 and is headquartered in Boston, MA.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Advention Business Partners SAS provides investment consulting services. It offers its expertise to the consumer goods and retails; financial services; healthcare; manufacturing; private equity; social and public sector; utilities; tecnology; media; and telecommunications industries. The company was founded by Jean-Michel Schmitt and Anthony W. Besso in 2001 and is headquartered in Paris, France.

BDT Capital Partners LLC (BDT Capital Partners) is a private equity subsidiary of BDT & MSD Partners LLC founded in 2009 by Bryan Trott. The firm is headquartered in Chicago, Illinois.

SilverIP Communications, Inc. provides residential Internet services. The private company is based in Chicago, IL.

Environmental Systems Design, Inc. provides mechanical, electrical, plumbing, fire protection, life safety and technology engineering services. The firm provides services to workplace, high performance buildings, mission critical facilities and health, science, & education markets. The company was founded by Hem Gupta in 1967 and is headquartered in Chicago, OH.

Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS.

The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.

Part of Vista Equity Partners Management LLC, this company functions as a venture capital firm. The company is based in San Francisco, CA. The company was founded in 2000 by Robert Frederick Smith. Robert Frederick Smith has been the CEO since 2000.

Merrill Lynch International, Inc. provides investment and financial services. The company was founded in 1976 and is headquartered in New York, NY.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Gerald T. Reilly & Company, Certified Public Accountants, Inc. provides financial management and business consulting services. Its services include accounting and auditing, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology. The company was founded in 1955 and is headquartered in Milton MA.

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.

Lineage Capital LLC (Lineage Capital) is a private equity firm founded in 2003 by Bill McKinley, Brook Parker and Mark Sullivan. The firm is headquartered in Boston, Massachusetts.

Martis Capital Management LLC (Martis Capital Management) is a private equity firm founded in 2011 by Barry Uphoff. The firm is headquartered in San Francisco, California.

Pacific Lake Partners LLC (Pacific Lake Partners) is a private equity firm founded in 2009 by Coley Andrews and Jim Southern. The firm is headquartered in California.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.