Jordan Sager

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts.

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.

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.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Charterhouse Capital Partners LLP (Charterhouse Cap Partners) is a private equity subsidiary of Charterhouse Development Capital Ltd /Bonnyman/ founded in 1934 by Stuart Douglas Simpson. The firm is headquartered in London, United Kingdom.

Exeter Venture Management Company LLC (Exeter Venture Management Company) is a venture capital subsidiary of International Data Group, Inc. founded in 2002. The firm is headquartered in New York, New York.

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.

Founded in 1983, Robotti Securities LLC is a registered broker/dealer located in New York City. The firm was formerly known as Robotti & Co. Inc. The firm is a Member of FINRA and the SIPC. Robotti Securities specializes in applying proprietary, bottom-up research methods to identify undervalued securities. They offer personalized investment management designed to meet clients’ long-term equity investment needs.

Tricor Services Ltd. provides accounting and consulting services. The company is headquartered in Hong Kong.

Partners Group (Private Equity) (Partners Group-PE) is the private equity division of Partners Group AG, itself a subsidiary of Partners Group Holding AG (SW: PGHN), founded in 1996. It is headquartered in Baar, Switzerland. The firm seeks opportunities to create value through working with investee management teams to expand their businesses and attain leadership positions in their markets. Partners Group-PE aligns interests by investing alongside clients.

Cirrus Research LLC is an independent investment strategy research firm headquartered in New York City. The firm was founded by Satya Pradhuman in 2007. They provide small-to-mid cap equities research insights. Their clientele includes active portfolio managers, fundamental and quantitative managers, research analysts, strategists, asset allocators, and risk managers at some of the largest global institutions. The firm’s approach is idea driven, supported by quantitative discipline.

T. Maco & Associates LLC provides accounting and tax preparation services. The firm provides services to individuals and businesses. Its services include bookkeeping, tax planning, and other accounting services. The company was founded in 1995 and is headquartered in Doylestown, PA.

Mangrove Partners (Mangrove) is an independent investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Nathaniel August and Victor Wong in 2010. Mangrove provides investment management services on a discretionary basis to privately offered pooled investment vehicles intended for sophisticated individual and institutional investors.

Pacific Lake Partners LLC (Pacific Lake Partners) is a private equity firm founded in 2009 by Coley Andrews and Jim Southern. The firm is headquartered in California.

Edge Principal Advisors LLC is an Independent Venture Capital firm founded in 2006 by Jeff Walker and Evan M. Mallah. David Shen Ventures LLC is headquartered in New York.

Brixey & Meyer, Inc. provides accounting and tax services. It also offers business advisory, CFO, tax compliance and consulting, audit assurance and business valuation and state and local tax incentives services. The firm has offices in Cincinnati, Columbus and Miamisburg. The company was founded by David S. Brixey and Douglas L. Meyer in 2002 and is headquartered in Miamisburg, OH.

Ecomachines Ventures Ltd (Ecomachines Ventures) is a private equity and venture capital firm founded in 2013 by Ilian Iliev. The firm is headquartered in London, the United Kingdom.

Underscore.VC Management Co. LLC (Underscore.VC) is a venture capital firm founded in 2015 by Michael J. Skok, John Pearce & Richard Dulude. The firm is headquartered in Massachusetts. The firm was previously known as Assemble.VC Management Co. LLC.

Contrary Capital Management LLC (Contrary Capital) is a venture capital firm founded in 2016 by Eric Tarczynski. The firm is headquartered in San Francisco, California.

XFactor Ventures (XFactor Ventures) is a venture capital subsidiary of Exeter Venture Management Company LLC founded in 2017 by Anna B. Palmer and Chip M. Hazard. The firm is headquartered in Boston, Massachusetts.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

Vala Capital Ltd. (Vala Capital) is a venture capital firm founded in 2016 by Jasper Smith. The firm is headquartered in London.

Safe-Way Garage Doors LLC engages in the manufacture, distribution, and selling of garage doors. It offers residential, commercial, and industrial overhead garage doors. The company was founded in 1959 and is headquartered in Warsaw, IN.

Healthworx is a venture capital subsidiary of CareFirst, Inc. founded in 2017. The firm is headquartered in Baltimore, Maryland.

Part of Landholdings, Inc., Pacaso, Inc. modernizes the practice of co-ownership by creating a marketplace that makes buying, owning, and selling a luxury second home easy. The company is based in Cincinnati, OH. The company curates luxury listings with premium amenities and high-end contemporary interior design, offers ? to ½ ownership with integrated financing, and, after purchase, professionally manages the home and supports seamless resale. Co-founded by former Zillow executives Austin Allison and Spencer Rascoff in 2020, Pacaso operates in 40 top second home destinations around the world.

DBL Investors LLC (DBL Partners) is a venture capital firm founded in 1997 by Nancy E. Pfund and Ira M. Ehrenpreis. The firm is headquartered in San Francisco, California.