Sean Edmonson

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Deerfield Management Co. LP (Deerfield) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Peter Drake in 1994. They are wholly owned by James E. Flynn and are controlled by its general partner, Flynn Management LLC. Deerfield provides discretionary investment management services in the healthcare sector to domestic and offshore private pooled investment vehicles and their related alternative investment vehicles.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Kaplan, Inc. provides educational and professional training services. It offers higher education, professional training, test preparation, services for K12 schools, and after school learning programs. The firm offers services in four major areas: Kaplan Kids and Schools, Kaplan Test Prep and Admissions, Kaplan Higher Education, and Kaplan Professional. The company was founded by Stanley H. Kaplan in 1938 and is headquartered in Alpharetta, GA.

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.

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.

University of Virginia Licensing & Ventures Group (UVA LVG) is a venture capital firm founded in 1977. The firm is headquartered in Charlottesville, Virginia.

Stout Risius Ross, Inc. engages in the provision of financial advisory services. It specializes in investment banking, valuation and financial opinions, and dispute advisory and forensic services. It offers services such as mergers and acquisitions, private market financings, distressed transaction advisory, fairness opinions and solvency opinions, securities and value analytics, succession and shareholder planning, real estate valuation, bankruptcy related valuation, antitrust disputes, commercial disputes, family law valuation, and fraud and forensic services. The company was founded by Craige L. Stout in 1991 and is headquartered in Chicago, IL.

Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Mindshift Capital (Mindshift Capital) is a venture capital firm founded in 2018 by Heather Henyon. The firm is headquartered in Dubai, United Arab Emirates.

Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California.

Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.

Zive, Inc. develops software to browse gmail in Mac applications. It specializes in consumer software, design, Apple products, desktop and mobile. The company was founded Eric Shashoua and Ryan Shetley in 2013 and is headquartered in New York, NY.

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.

BlueTree Allied Angels LLC (BlueTree Allied Angels) is a venture capital firm founded in 2003 by Catherine V. Mott and Tom Jones. The firm is headquartered in Wexford, Pennsylvania.

Golden Seeds LLC (Golden Seeds) is a venture capital firm founded in 2005 by Stephanie Hanbury-Brown. The firm is headquartered in New York city with an additional offices in Arizona, Atlanta, Boston, Dallas, Houston, New Jersey, New York and Silicon Valley.

Angel Capital Association provides investment services. The CEO of the American company is Patrick Gouhin.

Jenner & Block LLC provides legal services. It focuses on mergers and acquisitions, securities, finance, private equity, real estate, tax, environmental, insurance, commercial law, technology, intellectual property, bankruptcy and reorganization, labor and employment, executive compensation, government contracts, health care and associations. The company was founded in 1914 and is headquartered in Chicago, IL.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

TZP Group LLC (TZP Group) is a private equity firm founded in 2007 by Sam L. Katz. The firm is headquartered in New York.

Melius Research LLC provides investment research. The private company is based in New York, NY. The company was founded in 2017 by Rob Wertheimer, Christine Collins, Liz Davis. The CEO is Scott Reed Davis.

Tensile Capital Management LP (Tensile Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Larkspur, California. The firm was founded by Arthur C. Young and Douglas J. Dossey in 2012. Tensile Capital provides portfolio management services to pooled investment vehicles.

BP Business Solutions is a full-service company that manages waste streams for businesses of all sizes. BP Business Solutions is based in Chalfont, PA and was founded in 1998 by Lou Pellegrino, who has been the CEO since then. The company offers a wide selection of equipment rentals and services to keep teams productive. The company provides customized billing and reporting to give clients complete visibility. Clients have praised the company for its professionalism, helpfulness, and ability to save them money.

Conco Services LLC manufactures materials needed for plants and refineries. It provides condenser and heat exchanger services to the power generation and industrial process industries. The firm offers tube cleaners, plugs, inserts, tube cleaning systems and leak detection systems. Its services industrial cleaning services, condenser tube cleaning, air preheater cleaning and video probe inspection. The company was founded in 1923 and is headquartered in Verona, PA.