Trey Miller

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.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

Birmingham Venture Club, Inc. operates as a non profit organization. It is an association of business professionals who seek to increase the amount and quality of venture capital-related activities. The company was founded in 1985 and is headquartered in Birmingham, AL.

ACES Risk Management Corp. provides audit technology solutions for the mortgage industry. It offers ACES audit technology, acesxpress, aces automated document manager, fraud case manager, dataSure, and professional services. The company is headquartered in Pompano Beach, FL.

Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT).

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Savii, Inc. develops home care software. It connects people, tasks, data and documents into a single collaborative work environment. The firm’s application simplifies the business of in-home care with web and mobile apps that replace paper with collaboration. The company was founded by Michelle Harper and Jana Barile in 2014 and is headquartered in Raleigh, NC.

Viewstub LLC develops software platform for support content creators with hybrid, virtual, and in-person events. The company was founded by Spencer Elliott in 2019 and is headquartered in Orlando, FL.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

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.

Morgan Creek Capital Management is a private equity firm founded by Mark W. Yusko in 2004. The firm is headquartered in Chapel Hill, North Carolina.

Assembly Technologies, Inc. is a digital publisher based in Canada that is rapidly growing. As a part of Redbrick, the Canadian company uses advanced technology to engage audiences, scale content, and deliver results. Assembly is leading the way in the publishing industry by utilizing intelligent technology to attract and retain long-term readers for its advertisers. The private company has an in-house media team and content experts who are changing the way publishers and advertisers interact with their readers. Assembly provides free, quality, on-trend, and fact-driven content to engaged readerships worldwide across five dynamic brands. Powered by intelligent technology, Assembly Digital Media delivers the content readers need, exactly when they need it.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.

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.

Gro Capital A/S (Gro Capital) is a private equity firm founded in 1984. The firm is headquartered in Copenhage, Denmark.

Carnegie Investment Bank AB is the broker/delear subsidiary of Carnegie Holding AB in Sweden. Headquartered in Stockholm, the firm was founded in 1803 and offers institutional clients several services within research, equity sales and equity capital market transactions (ECM). The Fixed Income unit offers bond research and sales. Carnegie Investment Bank’s research and equity sales enjoy a global position in Nordic equities.

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.

Arcspring is a private equity firm. The American company was founded by Simon Angove and Duncan B. Angove, with Duncan B. Angove serving as CEO since incorporation.

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.

Feedtrail, Inc. develops mobile feedback platform for patients. Its platform allows patients to inform providers about the clinical care they have received. The company was founded by Paul Jaglowski and Gert Volmer and is headquartered in Raleigh, NC.

Cofounders Capital Management LLC (Cofounders Capital) is a venture capital firm founded in 2015 by David Gardner. The firm is headquartered in Cary, North Carolina.

Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC.

Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.