Ernest Xue

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

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.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Hammond Kennedy Whitney & Co., Inc. (HKW) is an independent private equity firm founded in 1903. The firm is headquartered in Indianapolis, Indiana.

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).

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.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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

Golden Gate Private Equity, Inc. (Golden Gate Capital) is a private equity firm founded in 2000 by David C. Dominik and Jesse T. Rogers. The firm is headquartered in San Francisco, California.

Nationwide Marketing Group LLC provides marketing consulting services. It offers training, web, and digital content and high definition commercials. The company is headquartered in Winston-Salem, NC.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Class Valuation LLC engages in the provision of real estate asset valuation and appraisal management solutions for the residential mortgage industry. The company was founded in 2009 and is headquartered in Troy, MI.

Colibri Group LLC provides online learning solutions to licensed professionals. The firm's brands include McKissock, Real Estate Express, The Institute for Luxury Home Marketing, Elite Professional Education and Superior School of Real Estate. It serves real estate, healthcare, personal care and financial services industries. The company was founded by Richard McKissock and Matthew Richard McKissock in 1989 is headquartered in St. Louis, MO.

Piper Jaffray Investment Group, Inc. provides investment services. The company is headquartered in Minneapolis, MN.

Vistage Worldwide, Inc. engages in the provision of business and executive coaching services. It offers programs such as chief executives, small business owners, key executives, and professional service providers. The company was founded by Robert Nourse, Fred Chaney and Bill Hall in 1957 and is headquartered in San Diego, CA.

Esquire Deposition Solutions LLC provides court reporting and litigation solutions in all litigation practice areas, including bankruptcy, commercial finance, class action, construction defect, intellectual property, employment and securities fraud. Its services include global court reporting, legal video solutions and interpreting services. The firm also offers online scheduling, calendar management, nationwide facilities and state of the art video and conferencing services. It provides managed court reporting programs to corporations and insurance carriers. The company was founded in 2001 and is headquartered in Atlanta, GA.

Jnana Therapeutics, Inc. provides drug development services. The firm focuses on immunometabolism changing the metabolic pathways in immune cells to affect function; lysosomal function and mucosal defense. The company was founded by Stuart L. Schreiber, Ramnik Xavier, Joanne Kotz and Joel C. Barrish and is headquartered in Boston, MA.

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.

Apple Tree venture Managemnet LLC (Apple Tree Partners) is a venture capital firm founded by Seth Harrison in 1999. The firm is headquartered in New York with an additional offices in London, San Francisco and Cambridge.

LSCG Management Inc (LaSalle Capital) is a private equity firm founded in the year 1984 by Jeffery M. Walters and Rocco J. Martino. The firm is headquartered in Chicago, Illinois.

SMC Infrastructure Partners (SMC Infrastructure Partners) is a private equity firm founded in 2020 by Aaron J. Richardson. The firm is headquartered in Miami, Florida.

Lincoln International LLC provides investment banking services. It specializes in strategic advisory services including sell-side mergers and acquisitions, buy-side mergers and acquisitions, debt advisory, growth equity, special situations, valuations and opinions and pensions advisory services. The firm offers capital raising, mergers and acquisitions support, and other corporate finance services. It provides their clients with industry knowledge and access to a comprehensive range of buyers, sellers, and investors. The company was founded in 1996 by Lawrence J. Lawson and is headquartered in Chicago, IL.

Beacon Orthopaedic Partners Parent LLC engages in the provision of orthopaedic and sport medicine care services. It provides patient care and support services. The company is headquartered in OH.

Patient Square Capital is an Independent Private Equity/Venture Capital firm founded by Jim Momtazee and Maria Walker. Patient Square Capital is headquartered in Menlo Park.

Travel Nurse Across America LLC provides healthcare staffing, travel nurse placement and travel therapist placement services. The firm covers the costs of all necessary licenses and credentials, travel reimbursement and housing program. The company was founded in 1999 and is headquartered in North Little Rock, AR.