Matt Harriss

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Dura Holdings LLC acquires and operates hyper-niche software products. The firm provides an administration software service which includes Moki, Nordic IT, 6Connex and Lane. The company was founded by Christopher Burney and Paul Salisbury in 2018 and is headquartered in San Antoino, TX.

Alamo Angels (Alamo Angels) is a venture capital firm founded in 2016 by Amit Mehta and Michael Girdley. The firm is headquartered in San Antonio, Texas.

Jungle Disk LLC develops and provides data threat protection cloud solutions services. Its products include encrypted backups, email archiving network protection and jungle disk pricing. The company was founded by Dave Wright and is headquartered in San Antonio, TX.

Dry Line Partners LLC (Dry Line Partners) is a private equity firm founded in 2020 by Michael Girdley. The firm is headquartered in Austin, Texas.

CyberFortress Insurance Services US LLC engages in the provision of cyber insurance services. It is designed for designed for e-commerce businesses and virtual storefronts. The company was founded by Huw Edwards and Michael DeFelice in January 2018 and is headquartered in San Antonio, TX.

Dura Software, Inc. engages in the development of hyper-niche software products and solutions. It buys software products from owners wanting an exit and then transform and operate with no intention to sell. The company was founded by Paul Salisbury and Chris Burney in September 2018 and is headquartered in San Antonio, TX.

Alliance Consumer Growth LLC (ACG) is a private equity firm founded in 2011 by Josh Goldin, Trevor Nelson and Julian Steinberg. The firm is headquartered in New York City.

Clio LLC manufactures food products. The company is headquartered in Roselle, NJ.

Athletic Brewing Holding Co. LLC is a company that crafts non-alcoholic beer for beer enthusiasts who enjoy the taste of great beer without the alcohol. The company is based in Stratford, CT and has subsidiaries in the UK and the United States. The company is revolutionizing the beer industry by proudly brewing craft non-alcoholic beer and hop-infused sparkling water. The CEO of the company is William Shufelt.

The Honest Kitchen, Inc. manufactures and supplies pet food products. Its dogs food include grain free food, whole grain food, epicurean food, minimalist food, base mixes, treats and supplements. The firm’s cats food include grain free food, treats and supplements. The company was founded by Lucy Postins and Charlie Postins in 2002 and is headquartered in San Diego, CA.

Alamo Fireworks, Inc. is a private company that distributes consumer-grade fireworks. The company is based in San Antonio, TX. The company is the largest distributor of these types of fireworks with over 160 stores.

Part of Brevity Coffee Co Franchising LLC, Red Runner Coffee, Inc. operates coffee shops. The company is based in San Antonio, TX. The company was founded by Michael Girdley. The CEO is Evan Smith. Red Runner Coffee was acquired by Brevity Coffee Co Franchising LLC on May 03, 2023.

Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.

Salzinger & Co. Inc., provides consulting and strategy services. It develops business plans, analysis of financial strategies and investments, creates strategic alliances and joint ventures. The company was founded by Steve Salzinger in 2007 and is headquartered in Scardale, NY.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio.

Thor Equities LLC invests as a principal in retail, office, hotel and mixed-use properties. The firm invests in & around metropolitan areas throughout the United States and manages the properties. The company comprises of two divisions, which are Thor Properties, specializing in trophy commercial real estate in urban settings and Thor Urban Development, focusing on retail real estate in urban ethnic markets. The company was founded by Joseph J. Sitt in 1986 and is headquartered in New York, NY

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Riverwalk Capital LLC (Riverwalk Capital) is a venture capital firm founded in 2007 by Michael Girdley. The firm is headquartered in San Antonio, Texas.

Codeup LLC offers 20-week accelerator programs to launch career as a computer programmer or a data scientist. The company was founded by Michael Girdley, Chris Turner, and Jason Straughan in November 2013 and is headquartered in San Antonio, TX.

RealCo Accelerator Manager LLC (RealCo) is a venture capital firm founded in 2017. The firm is headquartered in San Antonio, Texas.

Shumway Capital Management LLC (Shumway Capital) is a private equity and venture capital firm founded in 2001 by Chris Shumway. The firm is headquartered in Greenwich, Connecticut.

Aescape, Inc. engages in the development of robots for wellness and fitness. The company was founded by Eric Litman and is headquartered in New York, NY.