Mike DiSimone

Inmar Investment Holdings LLC operates as a holding company. The company is headquartered in Boston, MA.

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.

Inmar, Inc. engages in the development of technology and uses advanced data analytics for the commerce work. It offers solutions for brands, retailers, healthcare, reverse logistics, returns management, influencer marketing, shopper analytics, pharmaceutical returns, and trade promotions. The company was founded by John C. Whitaker, Jr. in 1980 and is headquartered in Winston-Salem, NC.

Astira Capital Partners LP is an Independent firm founded by Azra Kanji. Astira Capital Partners LP is headquartered in Boston.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Venbrook Group LLC provides brokerage and specialty insurance services. It offers commercial, personal life, accident, and health insurance services. The company was founded by Marc Joseph Bishara and Jason D. Turner in 2000 and is headquartered in Woodland Hills, CA.

SAMBA Holdings, Inc. provides driver record monitoring services. The firm provides information transparency to allow business and government clients to make informed decisions about the people operating commercial vehicles, passenger vehicles, heavy machinery or performing other high risk tasks. It also offers driver risk management, driving records, vehicle watch and XML integration services. The company was founded by Gregory D. Miller and Jarratt Applewhite in 1998 and is headquartered in Albuquerque, NM.

Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA.

Scentair Technologies LLC engages in the provision of scent marketing solutions and fragrance delivery systems. It offers services to hospitality, retail, and healthcare clients. It services include sales and marketing; fragrance development; product development; customer service; and behind the scenes. The company was founded in 1994 and is headquartered in Charlotte, NC.

loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA.

IGN Entertainment, Inc. provides internet and media services. It focuses on the video game and entertainment markets. It offers gaming and entertainment content for 18-34 year old men online; gaming technology services for online game developers; and iPhone UI Toolkit for iPhone developers. The firm also operates Direct2Drive, an online site that allows consumers to purchase and download PC games, comics, and anime titles directly from the Web to their desktops; FilePlanet, a video game download site that provides free game patches, mod files, game demos, and trailers; AskMen.com, a men's lifestyle Website; and UGO.com, a men's entertainment site. The company was founded by Mark A. Jung, Peer Schneider, Kenneth H. Keller and Christopher Anderson on September 29, 1996 and is headquartered in San Francisco, CA.

Envysion, Inc. provides cloud-based video driven business intelligence solutions. It provides Web-based video management solutions to video surveillance markets. The company provides managed video as a service platform, a video management software that is hosted through the Internet. It serves restaurants, retail companies, financial service companies, hospitality, and convenience store operators in North America. Envysion was founded by Dan P. Caruso, Matt Steinfort and Robert Hagens in 2006 and is headquartered Louisville, CO.

Part of Juniper Networks, Inc., Trilogy, Inc. develops flexible and customizable IPSec security software. The company is based in Concord, MA. The company was founded by Oliver Tavakoli. Joseph A. Liemandt has been the CEO of the company since 1989. Trilogy was acquired by Funk Software, Inc., part of Juniper Networks, Inc. from December 01, 2005 on January 28, 2002.

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.

CIBT, Inc. engages in the provision of visa and passport processing services. It specializes in processing travel visas, passports, and other documents, as well as provides passport renewal and replacement for lost or stolen passport. The company was founded on May 16, 1995 and is headquartered in McLean, VA.

Direct Travel, Inc. provides corporate travel management services. It offers business travel program management, travel savings, risk management, and traveler care . The company was founded in Ed Adams 2011 and is headquartered in Centennial, CO.

Smart Start, Inc. operates as a development staging company. The company is headquartered in New York, NY.

Edgeco Holdings, Inc. is a provider of technology-enabled retirement solutions for financial institutions. The firm also provides a suite of technology and support services including full service retirement plan administration, brokerage, advisory and trust and custody services to a diverse national client base of financial intermediaries. It includes registered representatives, investment advisors, and other financial intermediaries including retirement plan record-keepers, TPA?s, bank trust departments, broker dealers, and insurance companies. The company is headquartered in the Delaware.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.

FLS Transportation Services Usa, Inc. provides transportation and warehousing services. The company is based in IL.

MRO Corp. provides enterprise-wide disclosure management for healthcare industry. The firm offers electronic release-of-information, payer audit compliance and tracking, accounting of disclosures, meaningful use, patient portal and document management solutions. The company was founded by Stephen Hynes, David Borden and H. Daniel Heist in 2002 and is headquartered in Norristown, PA.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Anju Software, Inc. designs and develops comprehensive software solutions to the life sciences industry. The firm provides an integrated platform spanning clinical operations, medical affairs, and commercial divisions including integrated data intelligence. The company is headquartered in Tempe, NY.

NexusTek, Inc.engages in the provision of information technology services. It designs holistic technology solutions for business customers that deliver a superior end-user experience, backed by a 24/7/365 domestically staffed support team. The company was founded by Robert Burkholder in 1996 and is headquartered in Greenwood Village, CO.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

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

Titan Wealth Holdings Ltd. is based in London, UK, and has subsidiaries in the UK, Hong Kong, and Luxembourg. Titan Wealth Holdings Ltd. is an active acquirer of asset manager firms and is working towards a five-year growth strategy driven by acquisitions and organic growth. The British company was founded in 2020, and the CEOs are Andrew Jason Fearon and James Christopher Kaberry.

Libra Solutions LP provides litigation and financial services. The private company is based in Rosemont, IL. The CEO of the company is Matt Milim.

Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA.

EdgeCo Investor Holdings LP is an investment holding company founded in 2018. The company is based in Wilmington, DE and has subsidiaries in the United States.

Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Allworth Financial Group LP engages in the provision of financial advisory services. It specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. The company was founded by Patrick Carl McClain and Scott Thomas Hanson in 1993 and is headquartered in Sacramento, CA.

The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL.

Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York.

Trilogy.com, Inc. is a company that specializes in edge computing and cloud installations. The company is based in Austin, TX. Trilogy utilizes its Linx™ virtual private network and Conex infrastructure platform to build a unified, distributed multi-tenant cloud capability on a single network fabric to provide 1.5 million square miles of edge compute capability across rural areas. Trilogy Metals Inc. is a metals exploration and development company that holds a 50 percent interest in Ambler Metals LLC, which has a 100 percent interest in the UKMP in Alaska. The company's vision is to develop the Ambler mining district into a premier North American copper producer. The Trilogy Heart Valve System is a novel TAVR device indicated for the treatment of both AR and AS. The company recently founded the Rural Cloud Initiative, which aims to promote and accelerate the digital transformation of rural areas. The company was founded in 1990 by Terry Bishop as a manufacturers representative firm and has since evolved into one of the largest and most respected sales, service, and consulting organizations in the electronics industry. The company was founded in 1989. Kathy Slowinski has been the CEO of the company since 2023.

Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002.

Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.