Paul Pless

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.

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.

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.

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.

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.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

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.

Volante Capital LLC (Volante Capital) is a private equity firm founded in 2006 by Victor Lazzaro and Terry W. White. The firm is headquartered in Denver, Colorado.

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

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.

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.

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.

Patch Technologies, Inc. is an American Texas-based company founded by Andrew Aertker and Gavin Buchanan. The company provides a patient-focused medication management platform called patchrx that uses connected technologies to improve outcomes. The platform offers personalized support through a patented universal smart pill bottle device, a provider web app, and on-staff nurses. Patchrx is designed for pain management clinics, practices, and franchises. The company's goal is to help patients and their providers find the most effective treatments to improve their health and happiness.

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.

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.

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.