Ben Loper

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.

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.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee.

Founded in 1999, Brentwood Capital Advisors LLC is an independent investment bank and registered broker-dealer located in Franklin, Tennessee.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

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.

Clarus Care, Inc. provides a SaaS-based solution. It helps to improve after-hours and daytime patient communication by tapping into call-routing accurate, one-touch, and protected response technology. The company is headquartered in Nashville, TN.

The Association of Junior Leagues International, Inc. promotes and develops voluntarism, potential of women and improving communities. The non-profit company is based in New York, NY. Melanie Schild has been the CEO of the company since 2023.

Sightway Capital LP (Sightway Capital) is a subsidiary of Two Sigma Investments LP founded in 2017. The firm is headquartered in New York.

7wire Ventures LLC (7wire ventures) is a venture capital firm founded in 2011 by Matthew A. Tullman and Glen E. Tullman. The firm is headquartered in Chicago, Illinois.

Baptist Health provides health care services. It serves the community and local businesses with wellness programs and services and also as a center for disseminating information that focuses on preventive measures to the public as well as a place for people to attend classes and seminars. The company was founded in 1963 and is headquartered in Montgomery, AL.

Sarah Cannon Research Institute LLC offers management, regulatory and other research support services for drug development. It is one of the largest clinical research programs, conducting community-based clinical trials in oncology, cardiology, gastroenterology and other therapeutic areas through affiliations with a network of physicians. The company was founded by John D. Hainsworth and F. Anthony Greo in 1993 and is located in Nashville, TN.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Junior League of Nashville is a non-profit organization that promotes voluntarism, developing the potential of women, and improving the community through the action and leadership of trained volunteers. The company was founded in 1922 and is headquartered in Nashville, TN.

Integrative Health Centers, Inc. provides specialized psychiatric services, addiction medicine, and behavioral health services. The company is based in Nashville, TN. The CEO of the company is Michael Stahl.

Revive Public Relations LLC operates as an integrated marketing communications company. It offers branding, marketing, digital, and public relations services. The company was founded by Brandon Edwards in 2009 and is headquartered in Nashville, TN.

Flare Capital Management Co LLC (Flare Capital Management) is a venture capital firm founded in 2000 by Bill Geary and Michael Greeley. The firm is headquartered in Boston, Massachusetts.

iDentalSoft,, Inc. operates as a cloud-based practice management software company. Its solutions include treatment planning, native imaging, integrated e-services, billing, integrates patient communications, and employee management. The company was founded by Michael K. Nguyen in 2013 and is headquartered in Milpitas, CA.

Nvolve, Inc. engages in the provision of healthcare services. It develops a medical management system that enables the user to know when and how much medication the patient has to take. It caters to individuals and hospitals. It products include minders, medboxes, and monitoring systems. The company was founded in 2013 and is headquartered in Winston-Salem, NC.

Deliverect engages in the provision of fodd delivery services. It connects restaurants and customers. The company was founded by Zhong Xu and Jan Hollez on March 15, 2018 and is headquartered in Ghent, Belgium.

Checkatrade Ltd. operates as an online directory of customer recommended tradespeople. The company was founded on November 16, 2010 and is headquartered in Chichester, the United Kingdom.

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.