Joshua B. Sacks

Everence Capital Management, Inc. (Everence) is an insurance firm and SEC-registered investment advisor headquartered in Goshen, Indiana. The firm was founded by the Mennonite Church in 1945 as MMA Capital Management. They are a subsidiary of Everence Holdings, Inc., which is owned by Everence Association, Inc., a fraternal benefit society. Everence provides portfolio management services to the Praxis Mutual Funds.

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.

The Mather Group LLC (TMG) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Stewart Mather in 2011. They are a subsidiary of Mather Holdings LLC, ultimately owned by The Vistria Group LP. TMG provides combined financial planning, investment management, tax and estate planning, and family office services to primarily high net-worth individuals.

Indiana University Foundation provides financial support to education and charitable causes. The company was founded in 1936 and is headquartered in Bloomington, IN.

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.

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.

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

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.

Blue Point Capital Partners LLC (Blue Point Capital Partners) is a private equity firm founded in 1990. The firm is headquartered in Cleveland, Ohio with additional offices in Charlotte and Seattle.

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.

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.

Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

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).

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

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

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

The American Fraternal Alliance operates as a resource for the educational needs of fraternal benefit societies. The firm provides learning opportunities for members including webinars, teleconferences, and high-impact, hands-on educational tools. The company was founded in 1886 and is headquartered in Oak Brook, IL.

BDT Capital Partners LLC (BDT Capital Partners) is a private equity subsidiary of BDT & MSD Partners LLC founded in 2009 by Bryan Trott. The firm is headquartered in Chicago, Illinois.

Goodville Mutual Casualty Co. (Invt Port) (Goodville Mutual-IP) is the investment portfolio division of Goodville Mutual Casualty Co., a property and casualty insurance company headquartered in New Holland, Pennsylvania. Goodville Mutual-IP manages the investment portfolio of insurance clients.

M25 Group LLC (M25) is a venture capital firm founded in 2015 by Victor Gutwein. The firm is headquartered in Chicago, Illinois.

3DXTech LLC is a company that provides high-performance 3D printing filament and related services. The company is based in Grand Rapids, MI. The company offers in-house filament extrusion, filament winding, research and development services, custom filament formulation, and printing services for production and prototype quantities. The company was founded in 2014 by Gary Foote, Matt Howlett.

Gem Manufacturing Co., Inc. designs and manufactures precision deep drawn metal products, stampings and mechanical assemblies. It provides products to the automotive, electrical, explosives, aerospace, ordnance, industrial and medical industries. The company was founded in 1950 and is headquartered in Waterbury, CT.

CORE Industrial Partners LLC (CORE Industrial Partners) is a private equity firm founded in 2016 by John May. The firm is headquartered in Chicago, Illinois.

National Association of Mutual Insurance Cos. operates as a trade association representing mutual property and casualty insurance companies. The firm provides arbitration, director registry, mutual career centre, Web design and hosting services. It offers enterprise risk management tool kits, associate member director and mutual brand programs. The company was founded by Walter A. Rutledge in 1895 and is headquartered in Indianapolis, IN.

Part of Goodville Mutual Casualty Co., The Reamstown Mutual Insurance Co. is a mutual property insurance company. The company is based in Reamstown, PA.

Sheridan Capital Partners LLC (Sheridan CP LP) is a private equity firm founded in 2011 by Richard J Stephenson and Jonathan B Lewis. The firm is headquartered in Chicago, Illinois.

Tengram Capital Partners LLC (Tengram Capital Partners) is a private equity firm founded in 2010 by William Sweedler and Matthew Eby. The firm is headquartered in Westport, Connecticut.

Goodville Mutual Casualty Co. is a property and casualty insurance company based in New Holland, PA. The private company provides comprehensive insurance products of the highest quality and conducts its business by biblical principles of love, justice, and integrity. Currently operating in eight states, Goodville Mutual aims to earn the trust of its customers every day. The company offers insurance products for auto, home, business, church, farm, and umbrella. Goodville Mutual encourages customers to contact their local agents for any insurance needs, and to make payments, report claims, and get policy information. The company also provides safety tips on its website, including fire pit safety and avoiding auto glass fraud.

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.

True Wind Capital Management LP (True Wind Capital Management) is a Private Equity firm founded in 2015 by Adam Clammer and James H. Greene, Jr.. The firm is headquartered in San Francisco, California.

Gates Capital Management, Inc. (Investment Company) (Gates Capital-IC) is the investment management division of Gates Capital Management, Inc., an event-driven alternative asset manager headquartered in New York City. Gates Capital-IC makes debt and equity investments based on specific screening of corporate dislocation events, with a focus on cash flow generation and sustainable value creation.