Ann Claire Lathem

SuccessEd LLC provides education management software. It tracks compliance and services provided to students in special education, Section 504, RtI, Medicaid, ELL, and behavior programs. The firm offers services to the public, private, and non-profit organizations to develop and implement strategic governance improvements. The company was founded by Gary Guber in 1994 and is headquartered in Frisco, TX.

TriCon Logistics LLC provides logistics and supply chain management services. It offers air, ground, ocean transportation, warehousing and distribution, customs brokerage and business management solutions. The company was founded in 2018 and is headquartered in Irving, TX.

GEM/CAP LLC engages in the sale of proprietary inventory management software licenses. It offers its products and services to school districts, hospitals, clinics, apartment and condo complexes, and commercial entities. The company was founded by Eugene and Michael Hayes in 1990 and is headquartered in Austin, TX.

Hospice Source LLC engages in the provision of medical equipment. It also offers respiratory therapy for hospice market. The company was founded in 1997 and is headquartered in Carrollton, TX.

Xclusive Staffing LLC provides staffing services. Its services include stewarding, janitorial, logistics, packing, housekeeping, laundry and guest. The company was founded in 2002 and is headquartered in Westminster, CO.

McDaniel Metals, Inc. manufactures innovative HVAC components. The company is based in Houston, TX. The company was founded in 1982 by Bill McDaniel.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Petroflex NA Ltd. supplies polyethylene duct and accessories. Its products include HDPE conduit plenum, CableGuard, couplings, ag products and polychek valve. The company was founded by Pete and Susie Shauf in 1983 and is headquartered in Gainesville, TX.

Evergreen Pacific Partners Management Co Inc (Evergreen Pacific Partners) is a private equity firm founded in 2004 by Timothy Dillon Bernardez, Michael Anthony Nibarger and Thomas McGill. The firm is headquartered in Seattle, Washington.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Advanced Animal Diagnostics, Inc. develops integrated systems and solutions for the detection of animal diseases. The firm engages in the researching, developing and commercializing on-farm diagnostic tests, such as QScout MLD for early detection of subclinical mastitis in dairy cows. It also provides solutions for the diagnosis and treatment of veterinary health problems including mastitis and other animal diseases. The company was founded by Rodolfo Rodriguez and Victor M. Minton in July 2001 and is headquartered in Durham, NC.

SDR Ventures, Inc. provides investment banking advisory services. Its services include sell-side and buy-side advisory, capital formulation and strategic consulting. The firm serves manufacturing, healthcare, technology and distribution and logistics customers. The company was founded in January 2002 and is headquartered in Greenwood Village, CO.

US Patent & Trademark Office provides patent and trade marks services. It advises the president of the United States, the secretary of commerce, and U.S. government agencies on intellectual property (IP) policy, protection, and enforcement; and promotes IP protection. The company is headquartered in Alexandria, VA.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Limestone Fund LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of life sciences and consumer technology. It provides financing for seed to early-stage capital requirements.

Circular Genomics, Inc. is a company that specializes in the development of circular RNA-based precision medicine tools, data, and diagnostics for neurology and psychiatry. The company is based in Albuquerque, NM. The company is focused on disrupting and improving the standard of care for major depressive disorder and other neurological diseases. The company offers assays that can assess and direct the best treatment protocol for an individual patient and validate treatment effectiveness in days-to-weeks rather than months. The company was founded in 2021 by Alexander Hafez, Kosmas Karadimitriou, and Nikolaos Mellios. Paul Sargeant has been the CEO of the company since 2023.

MiNDERA Corp. develops non-invasive diagnostic tests targeting skin diseases. Its invasive micro-needle device extracts the whole transcriptome from the skin of patients, eliminating the need for clinical researchers to source skin biopsies. The company was founded by Tahir Mahmood, Philippe Nore, and Tobin Dickerson and is headquartered in South San Francisco, CA.

Pike Street Capital LLC (Pike Street Capital) is a private equity firm founded in 2017 by Paul Caragher, Dave Dandel and Ed Whatley. The firm is headquartered in Seattle, Washington.

Cerebrotech Medical Systems, Inc. develops a technology for non-invasive monitor for early detection of cerebral events that can be catastrophic for patients after stroke, traumatic brain injury, brain surgery and other conditions. The company was founded by Mitchell E. Levinson in 2010 and is headquartered in Pleasanton, CA.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Transition Capital Partners Ltd. (Transition Capital) is a private equity firm founded in 1993 by Dan Patterson and Mark E. Evans. The firm is headquartered in Southlake, Texas.

John P. Murray Community Care Clinic is a non-profit organization provides care to low income, uninsured adults in Stanly County. The company was founded in July 1998 and is headquartered in Albemarle, NC.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.