Blair B. Lyon

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

Modern Capital Funds Trust acts as an open-end management company. It operates Modern Capital Tactical Opportunities Fund, a non-diversified fund that aims to provide income and capital gains. The company was founded on June 16, 2020 and is headquartered in Mount Pleasant, SC.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

TIG Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Carl Tiedemann, III in 2006 and is wholly-owned by TIG Trinity Management LLC. TIG Advisors provides discretionary investment advisory services to clients who consists of pooled investment vehicles intended for institutional investors and other sophisticated investors and separately managed accounts.

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).

MicroPact Global, Inc. provides case management and regulatory solutions. It offers Intelligent Process Management, a suite of solutions that assesses, improves, manages, and monitors operational process issues for clients in transportation and public sectors. The company was founded by Jeffrey D. Smock and Michael G. Coles in 2001 and is headquartered in Herndon, VA.

Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan.

HVR Software, Inc. provides enterprise data solutions. Its solutions include cloud data integration, database replication, geographic distribution, file replication, and database migrations. The company was founded by Steve Sheil and is headquartered in San Francisco, CA.

Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL

Modern Capital, Inc. provides investment services. The company was founded by Bradley Atkins and is headquartered in Charleston, SC.

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

Foros Securities LLC (FSL) is a broker/dealer headquartered in New York City and was founded in 2009. The firm is a subsidiary of Foros Advisors LLC, itself a subsidiary Foros Group LLC, and their ultimate parent is the Haile-Manas Family Trust. FSL provides an array of trading and execution services for their clients. They do not provide any internal research.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York.

Founded in 1976, Apax Partners, Inc. is a venture capital/private equity firm located in New York City. The firm is a subsidiary of London-based Apax Partners LLP

Alta Park Capital LP (Alta Park) is an independent SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Joseph Bou-Saba, Jayaveera (JV) Kodali, and Bijan Modanlou in 2013. Alta Park provides discretionary investment advisory services exclusively to privately offered pooled investment vehicles. Investment in the funds is generally offered to high-net worth individuals, trusts, pensions and small corporations.

Discovery Capital Management LLC (Discovery) is a SEC-registered investment advisor and hedge fund manager headquartered in South Norwalk, Connecticut. The firm was founded by Robert Citrone in 1999 and they a subsidiary of Discovery Capital Management Holding Co, LP. Discovery provides discretionary investment advisory services to pooled investment funds intended for institutional and sophisticated investors.

Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH.

Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio.

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

CR Brands, Inc. engages in the manufacture and sale of household cleaning and laundry products. It offers laundry detergents, stain and odor eliminators, at-home dry cleaning products, all-purpose cleaners, and drain and septic care products. The firm operates its products under the following brand names: Biz, dryel, and Oxydol. The company was founded by Richard Owen in 2000 and is headquartered in West Chester, OH.

Aerospace Products International, Inc. provides aircraft parts and accessories. It offers aircraft parts and accessories to manufacturers, maintenance providers and operators of military, commercial, corporate, and general aviation aircrafts. The company was founded in 1988 and is headquartered in Memphis, TN.

Affinity Specialty Apparel LLC operates in the uniform and specialty apparel market. The firm offers global sourcing and supply chain, marketing services, call center and customer support, e-commerce, customized program management and distribution services. The company is headquartered in Fairborn, OH.

Porter's Group LLC provides metal fabrication solutions. Its services include value engineering and design services, custom laser cutting services, custom plasma cutting services, robotic, MIG and TIG welding services, custom press brake forming services, industrial coating systems, custom metal fabrication services, custom CNC machining and milling services. The company is headquartered in Gastonia, NC.

Cleveland Zoological Society engages in the provision of information science education. It focuses on animals, people, and planet. The company was founded in 1957 and is headquartered in Cleveland, OH.

Biomet, Inc. engages in the design, manufacture, and market of musculoskeletal therapy products. The company was founded by Dane A. Miller, Niles L. Noblitt, Jerry L. Ferguson and M. Ray Harroff on November 30, 1977 and is headquartered in Warsaw, IN.

Modern Capital Management Co. (Modern Capital) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2019 and is a wholly owned subsidiary of Modern Capital, Inc. Modern Capital caters specifically to investment advisors, institutional clients and high net-worth individuals and families. The firm is the investment manager for their flagship Modern Capital Tactical Opportunities Fund.