Stephen Reynolds

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.

Private Management Group, Inc. (PMG) is an independent SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Dennis Reiland in 1986. PMG provides advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, business entities, and other similar parties.

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.

Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities.

Movaris, Inc. provides enterprise software solutions. The firm develops software for managing account reconciliations, SOX compliance, and financial close. The company was founded by Steven P. Yankovich in 1998 and is headquartered in Addison, TX.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Sauce Labs, Inc. provides mobile and web application testing tools for developers. The firm's products include Sauce OnDemand, Sauce Scout, Sauce Builder, and Selenium. It delivers instant cloud infrastructure that enables developers to release software faster across increasingly diverse browsers for the desktop and mobile web. The company was founded by Steven Hazel, Jason R. Huggins and John Dunham in July 2008 and is headquartered in San Francisco, CA.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

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.

STG Partners LLC (STG Partners) is a private equity firm founded in 2002 by Romesh Wadhwani, Robert L. Evans and William F. Chisholm. The firm is headquartered in Palo Alto, California with an additional offices in Milan and Bangalore.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Year Up, Inc. provides educational and professional development programs. Their programs encompass job and hands-on skills development, college credits and corporate internships. The company was founded by Gerald Chertavian in 2000 and is headquartered in Boston, MA.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

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.

Columbia Pacific Advisors LLC (Columbia) is a SEC-registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded in 2006 by Stan Baty, Dan Baty and Alex Washburn. They are controlled by and majority-owned by Columbia Pacific Advisors Holdings LP. Columbia provides discretionary investment management services and acts as the general partner or investment manager of various pooled investment vehicles. In addition, the firm provides investment advice to several high-net-worth individuals’ separately managed accounts.

Galapagos Wealth Management LLC (Galapagos Wealth) is a multi-family office and registered investment advisor headquartered in Houston, Texas. The firm was founded by Stephen P. Lack in 2006 as Galapagos Partners LP. They became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of Canada-based CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Galapagos Wealth provides comprehensive financial management services to a small number of wealthy families and private clients.

Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI.

Next World Group is a private equity firm founded in 2008 by Sebastien Lepinard. The firm is headquartered in San Francisco, California.

Acxiom LLC provides data, technology, and services to power exceptional customer experiences everywhere. It offers omnichannel audience, omnichannel analytics, identity, omnichannel collaboration and risk mitigation solutions. The company was founded in 1969 Rand and is headquartered in Conway, AR.

Teachers' Venture Growth (Teachers' Venture Growth) is a venture capital subsidiary of Ontario Teachers' Pension Plan Board founded in 2019. The firm is headquartered in Toronto, Canada.

Smith Teamaker LLC is a company that manufactures leaf tea and operates tea shops. The company is based in Portland, OR. The company was founded in 2017 by Steven Smith.

NextWorld Evergreen operates as an alternate investment. The company is headquartered in San Francisco, CA.

Part of Year Up, Inc., Yupro, Inc. operates as a recruitment firm. The company is based in Denver, CO. The company was founded by Scott Donohue. Michelle Sims has been the CEO of the company since 2020.

TCG Capital Management LP (TCG Capital) is a venture capital subsidiary of The Chernin Group LLC founded in 2018 by Peter Chernin, Jesse Jacobs and Mike Kerns. The firm is headquartered in Playa Vista, California.

Eptura, Inc. is a company based in Atlanta, GA with subsidiaries in Singapore, the United Kingdom, the United States, Canada, and Belgium. The CEO of the company is Brandon Holden.