Jeffrey M Klofas

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.

Party City Corp. designs, manufactures, and distributes party goods. Its products include paper and plastic tableware, metallic and latex balloons, Halloween and other costumes, accessories, novelties, gifts and stationery. In addition, the firm operates specialty retail party supply stores in the United States and Canada. The company was founded in 1986 and is headquartered in Rockaway, NJ.

Weston Presidio Service Co. LLC (Weston Presidio) is a private equity firm founded in 1991 by Michael Cronin and Michael Lazarus. The firm is headquartered in San Francisco, California.

Health Diagnostic Laboratory, Inc. provides biomarker testing and lifestyle counseling. The company was founded by Tonya Mallory, Joseph P. McConnell, and G. Russell Warnick on November 25, 2008 and is headquartered in Glen Allen, VA.

Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY.

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.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois.

Audax Private Equity (Audax Private Equity) is a private equity subsidiary of 101 Huntington Holdings LLC founded in 1999 by Geoff S. Rehnert and Marc B. Wolpow. The firm is headquartered in Boston, Massachusetts and additional office in San Francisco, California.

ABRY Partners LLC (ABRY Partners) a private equity subsidiary of John F. Stafford Insurance Agency, Inc. founded in 1989 by Samuel Andrew Banks and Royce G. Yudkoff. The firm is headquartered in Boston, Massachusetts.

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

Olympus Advisors LLC is an Independent Private Equity firm founded in 1988 by Robert S. Morris. The firm is headquartered in Stamford.

Brockway Moran & Partners, Inc (Brockway Moran & Partners) is a private equity firm founded in 1998 by Peter C Brockway and Michael E. Moran. The firm is headquartered in Boca Raton, Florida.

Long Point Capital, Inc. (Long Point Capital) is a private equity firm founded in 1998 by Ira Starr. The firm is headquartered in New York, with an additional office in Royal Oak, Michigan.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Part of Thorne HealthTech, Inc., Thorne Research, Inc. manufactures natural dietary supplements and retails through online. The company is based in Summerville, SC. The company was founded in 1984 by Kelly Czap. Paul F. Jacobson has been the CEO of the company since 2010.

Excellere Capital Management LLC (Excellere Partners) is a private equity firm founded in 2006 by David L. Kessenich and Rob A. Martin. The firm is headquartered in Denver, Colorado.

Jopari Solutions, Inc. provides enterprise payment and remittance processing services. It eBilling, eRemittance, ePayment, eAdjustor, and eReporting Gateways. The company was founded by John R. Stevens in November 2003 and is headquartered in Concord, CA.

Radiac Abrasives, Inc. manufactures conventional bonded and superabrasives. It serves the automotive, bearing, aerospace, general machine, tool manufacturing, and primary metals industries. The company was founded on May 20, 1988 and is headquartered in Salem, IL.

Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.

DW Management Services LLC (DW healthcare partners) is a private equity firm founded in 2002 by Jay B. Benear and Andrew C. Carragher. The firm is headquarters in Park City, Utah.

Amberjack Capital Partners LP (Amberjack Capital) is an independent private equity firm founded in 2006 by Charles R. Cherington and Curtis W. Huff. The firm is headquartered in Texas.

Woolpert, Inc. engages in the provision of design, geospatial and infrastructure management services. It offers aerial mapping, alternative delivery, application development, architecture, asset management, BIM, disaster relief, engineering, geospatial, GIS, international geospatial, land licensing and permitting, landscape architecture, onsite support, national security, partnerships, planning, strategic consulting, surveying, unmanned aircraft systems, water quality monitoring, and water monitoring and modeling services. It serves aviation, education, energy facilities, government, information technology management consulting, and national security parks, and recreation and athletics, transportation, and water. The company was founded by Charlton Putnam and Ralph L. Woolpert in 1911 and is headquartered in Dayton, OH.

EYP Architecture & Engineering PC engages in the provision of architectural, engineering and designing services. It specializes in advancing mission, building performance, collaborative space, community impact, energy decision, environmental graphic design, historic preservation, innovation, interiors, modernization, project delivery, resiliency, resource efficiency, well being, and workplace strategy. It serves the government, higher education, healthcare, science and technology, energy, and environmental graphic design. The company was founded in 1972 and is headquartered in Albany, NY.

Allnorth Consultants Ltd. engages in the provision of engineering, construction and consulting services. It offers civil engineering, electrical and instrumentation engineering, mechanical engineering, process engineering, structural engineering, surveying, materials testing, environmental management and monitoring, 3D scanning, geospatial and geographic information systems, and project and construction management services. The company was founded by Darby Kreitz on January 1, 1995 and is headquartered in Vancouver, Canada.

MNS Engineers, Inc. is a multiservice infrastructure consulting firm that has been serving the transportation, water resources, government services, and federal markets for 60 years. The company is based in Santa Barbara, CA. The company specializes in construction management, civil engineering, and land surveying services. Darren K. Riegler has been the CEO of the company since 2023.

PNC Mezzanine Capital (PNC Mezzanine Capital) is a private equity subsidiary of PNC Holding LLC founded in 1989 by David J Blair. The firm is headquartered in Pittsburgh, Pennsylvania.

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services.

CSL Capital Management LLC (CSL Capital) is a private equity firm founded by Charles Leykum in 2008. The firm is headquartered in Houston, Texas.

White Deer Management LLC (White Deer Management) is a private equity firm founded in 2008 by Benjamin Allen Guill and Thomas Jeffery Edelman. The firm is headquartered in Houston, Texas with additional office in New York.