Todd Gilbert

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

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.

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.

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.

Northern Brewer LLC engages in the supply and retail of home brewing, winemaking, beer kits, and equipment. It also offers beer recipe kits, kombucha, and cheese making. The company was founded by Christopher Farley in October 1993 and is headquartered in Roseville, MN.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

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.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Brookwood Associates LLC provides investment banking services for middle-market companies. It offers a comprehensive range of investment banking services to middle-market companies that include buyer and seller services, private capital services, financial restructuring and advisory services. The company was founded by Robert S. Winborne in 1989 and is headquartered in Atlanta, GA.

Sentinel Capital Partners LLC (Sentinel Capital Partners) is a private equity firm founded in 1995 by David Lobel, John McCormack, and Frank Richardson. The firm is headquartered in New York.

SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina.

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.

TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York.

Redwood Peak Ltd. is an independent alternative investment firm headquartered in Hong Kong. The firm was founded by Kenneth Chiang in 2007 as the Chilton Investment Company (HK) Limited and was spun off in a management buyout on July 2014. Redwood Peak provides fund management and separate account management for high net worth individuals, family offices and institutions.

Chilton Investment Services LLC (CIS) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Chilton, Jr. in 2010 and is owned by Chilton Trust, Inc. CIS provides investment advice and portfolio management services to several private investment funds that generally are structured as US limited partnerships or corporations (CIS Funds).

Founded in 2010, Chilton Trust Co. LLC is an investment advisor located in Palm Beach, Florida. The firm is a subsidiary of Chilton Investment Co. LLC, a global asset management firm and hedge fund manager with offices in Stamford, Connecticut and New York City. Chilton Trust Co. provides wealth management services to ultra high net-worth individuals. Their services include asset allocation advice, as well as portfolio management services such as separately managed accounts, tax advice and trust/estate planning.

Humble Management LLC (Humble Growth) is a venture capital firm founded in 2022 by Peter Rahal, Nick Giannuzzi, and Dr. Andrew Abraham. The firm is headquartered in New York, United States.

Litani Ventures (Litani Ventures) is a venture capital firm founded in 2017. The firm is headquartered in Chicago, Illinois.

NanoPack, Inc. develops and markets barrier coating materials for packaging industry. The firms products include NanoSeal-Bairicade, Barrier Coating, Barrier Films and PLA Barrier Coated Film. The company was founded by Howard S. Kravitz and Frederick Levitt in 2004 and is headquartered in Wayne, PA.

Mosaic Capital Partners LLC /North Carolina/ (Mosaic Capital Partners) is a private equity firm founded in 2011 by Smith H Dabney, Joseph J Strycharz, William A Hayes, Steve W Buchanan and Keith D Butcher. The firm is headquartered in Charlotte, North Carolina.

PPC Investment Partners LP (PPC Investment Partners) is a private equity firm founded in 2002 by Tony N. Pritzker and Jay Robert Pritzker. The firm is headquartered in Chicago, Illinois.

A&M Capital Advisors LP (AMC) is a private equity subsidiary of A&M Capital Advisors GP LLC founded in 1983. The firm is headquartered in Greenwich, Connecticut.

Palladin Consumer Retail Partners LLC (PCRP or Palladin) is a private equity firm founded in 1998 by Mark J Schwartz. The firm is headquartered in Boston, Massachusetts.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

TIAA-CREF Life Insurance Co. provides insurance services. The firm offers retirement plans, IRAs, mutual funds, retirement annuities, brokerage & trading, 529 education savings, managed investment accounts and TIAA personal portfolio. The company was founded on March 04, 1918 and is headquartered in New York, NY.

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Lexington Partners LP (Lexington Partners) is a private equity firm, a subsidiary of Franklin Resources Inc founded in 1994 by Brent R. Nicklas. The firm is headquartered in New York.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois.

Awe Acquisition, Inc. is an American company that retails personal computers. The private company is based in Chester.

Bijoux Nouveau, Inc. engages in the wholesale and retail of apparel and fashion products. It offers watches, jewelry, handbags, pashminas, hats, and other soft goods. The company’s brands include Bijoux Terner, AdiXion, and B You. The firm sells its products on a wholesale basis to travel market retail operators that operate duty free retail stores on-board cruise ships, and in airports, casinos, and international resort destinations, and to select national food and drug retail chains. Bijoux Nouveau was founde on May 31, 2013 and is headquartered in Miami, FL.

Rhapsody Venture Partners LLC (Rhapsody Venture Partners) is a venture capital firm founded in 2014. The firm is headquartered in Cambridge, Massachusetts.