James J. Calla

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.

Transactis, Inc. provides electronic bill presentment and payment solutions. It offers BillerIQ and DocumentIQ solutions. The firm transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with digital alternatives. The company was founded by Thomas L. Kohn, Joseph Proto, and Jeffrey Greenberg in 2001 and is headquartered in New York, NY.

Part of Deluxe Corp., REMITCO LLC is a company that provides telecommunications, cable, and insurance services. The company is based in Greenwood Village, CO. REMITCO was acquired by Wausau Financial Systems, Inc. from First Data Corp. on August 16, 2018 for $93 million. The company was founded by Joseph Proto and Robert R. Craig.

Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations.

Communications Equity Associates LLC provides investment banking, brokerage, and private equity services to global companies in the communications, entertainment, and information industries. The firm offers mergers and acquisitions, corporate finance, divestment and fund-raising services from offices located in North America, Europe, Australia, and Southeast Asia. The company was founded by J. Patrick Michaels, Jr. in 1973 and is headquartered in Tampa, FL.

Financial Telesis, Inc. provides investment advice. The company is headquartered in Longhorne, PA.

Fairmount Partners LP is an independent investment banking firm that focuses on serving the needs of middle market and emerging growth companies. The private company is based in West Conshohocken, PA. Cornelius P. McCarthy has been the CEO of the company since 2003. The company is a leading investment bank in the professional and technology services industry. Fairmount Partners served as the exclusive financial advisor to YPTC throughout the transaction.

Spring Capital Partners (Spring Capital) is a private equity firm founded in 1999 by Michael F. Donoghue and Robert M. Stewart. The firm is headquartered in Lutherville, Maryland.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

Ben Franklin Technology Partners /Ventures/ (Ben Franklin Tech Partners) is a venture Capital firm founded in 1982. The firm is headquartered in Philadelphia, Pennsylvania.

Columbus Nova Partners LLC is a Private Equity firm a subsidiary of Sparrow Capital Holdings LLC founded in 2000.The firm is headquartered in New York.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

Part of Making Waves Group AS, QUESTPOINT AS provides content management and technology consultancy services. The company is based in Oslo, Norway. QUESTPOINT was acquired by IntelliSearch AS on January 14, 2008.

The National Automated Clearing House Association operates as an electronic payments association. It involves in education and accreditation, industry engagement, communications and advocacy. The company was founded in 1974 and is headquartered in Herndon, VA.

ORIGIO A/S manufactures and markets assisted reproduction technologies and related human reproductive products. Its products include Andrology, sequential series, EmbryoGem, BlastGen, Pipettes, ICSI micropipets. The company was founded in 1987 and is headquartered in Maaloev, Denmark.

FF Venture Capital LLC (FF Venture Capital) is a venture capital firm founded in 1999 by John Frankel. The firm is headquartered in New York.

OfferIQ provides online digital coupons. The company was founded in 2009 and is headquartered in New York, NY.

PayQwick, Inc. operates as an electronic payment hub. It offers e-commerce solution, online bill pay, armored car cash pick-ups and electronic invoices. The company was founded in Kenneth Berke and Keith Marks in 2014 and is headquartered in Calabasas, CA.

Baikal 2017 Series I-A LP LLC provides pooled investment fund services. The company is headquartered in Charlotte, NC.

BKL 2017 Series II A LP operates as a private equity fund. The company was founded in 2017 and is headquartered in Charlotte, NC.

Runway Venture Management LLC (Runway Venture Partners) is a venture capital firm founded in 2016 by Marc Michel and Anna Garcia. The firm is headquartered in New York.

Azimuth GRC, Inc. provides an automated regulatory compliance platform. It offers reporting tools, integrated assessment streamline impact analysis, and comprehensive inventory of laws. The company was founded by Rohin Tagra and is headquartered in Jacksonville, FL.

Innovate Capital Partners LLC (Innovate Capital Partner) is a venture capital firm founded in 2022. The firm is headquartered in Philadelphia, Pennsylvania.

Identifee, Inc. is a vertical SaaS provider for banks and credit unions. The company is based in Covina, CA. The company offers a comprehensive platform that simplifies and automates data-driven customer engagements. The platform combines multiple functionalities into one solution, including CRM, business intelligence, prospecting, training, and payment technology. Identifee empowers FIs to save time, enhance customer experiences, and drive revenue growth. Identifee was founded by Kevin James Miyamoto, Vigen Ismailyan, Vram Ismailyan. Vigen Ismailyan has been the CEO since incorporation.