Paul Axelrod

Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

NineSigma, Inc. provides product development consulting services. It connects organizations with external resources for private, public and social sectors. The company was founded by Mehran Mehregany and Paul S. Stupay in 2000 and is headquartered Cleveland, OH.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Wafra Partners LLC (Wafra Partners) is a private equity firm founded in 1993 by Yousef Al-Humaidhi. The firm is headquartered in New York.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills.

INSPIRIS, Inc. provides healthcare services for elderly people. The company was founded by James A. Deal in 1998 and is headquartered in Hopkins, MN.

AlpInvest Partners, Inc. (AlpInvest) is the New York City private equity subsidiary of Netherlands-based AlpInvest Partners BV, ultimately held by The Carlyle Group LP (NASDAQ: CG). Established in 1999 as NIB Capital Private Equity, the firm became AlpInvest Partners in 2004. They were the first exclusive private equity manager for a public pension fund and invest worldwide across primary funds, secondaries, and direct investment (co-investment) channels, covering the entire private equity spectrum. In addition to the New York office, AlpInvest has offices in Amsterdam, Hong Kong and London. They are a socially responsible investor which works to promote sustainability and governance as an important factor in investment choices. They are a signatory to the UN Principles for Responsible Investments and exclude direct investments in companies that are directly involved in the manufacturing or distribution of products that clearly violate Dutch and relevant international conventions. They also explore sustainability-themed investments.

PerfectServe, Inc. provides communications and collaboration platform for the healthcare industries. Its platform helps health care providers to manage interactions with physicians, hospitals, and patients from their computers or mobile phones. The company was founded by Terrell L. Edwards in 1997 and is headquartered in Knoxville, TN.

Endodontic Practice Partners LLC is a specialty partnership organization that collaborates with private endodontic practices to provide business support and reduce administrative burden to enhance patient care and the patient experience. The company is based in Brentwood, TN, and was founded by Sherry Bunce, Sam Hutcheson, and Terryl Propper. The company offers a comprehensive program covering the latest in endodontic technology and innovation, all while earning valuable CE credits in workshops. Endodontic Practice Partners has expanded into several areas, including Tualatin, Eugene, Gresham, Portland, and Beaverton. Sam Hutcheson has been the CEO since incorporation.

DialogTech, Inc. provides voice-based marketing automation solutions. It offers a suite of applications that enable businesses to connect, measure, and optimize sales and service calls to marketers, salespeople, and support professionals to automate voice interactions, and generate and track leads. The firm offers solutions for call tracking, hosted interactive voice response, call routing, call management, voice broadcasting, real-time reporting, toll-free numbers, SMS notifications, dynamic phone numbers, phone number cleansing, developer APIs, integration, keyword spotting, store locator, virtual receptionist, call recording, call forwarding, and click to call. The company was founded by Irvin M. Shapiro in 2007 and is headquartered in Chicago, IL.

ExodusPoint Capital Management LP (ExodusPoint) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2017 by Michael Gelband and Hyung Lee. ExodusPoint provides investment advisory services directly to private investment funds.

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).

Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC.

The Christ Hospital provides general medical services. It offers services in cardiovascular & emergency care, spine treatment, women's health, major surgery, cancer, orthopedics, kidney transplant, and behavioral medicine. The firm operates an internal medicine residency program and The Christ Hospital School of Nursing. The Christ Hospital is headquartered in Cincinnati, OH.

Flair Airlines Ltd. provides charter air-transportation services. Its services include group travel, schedule, charter flight, flight alerts, my trip, super sale, check reservation and flight status. The company was founded by Jim Rogers in 2005 and is headquartered in Kelowna, Canada.

ML Healthcare Services LLC provides online legal services for injured clients. It specializes in personal injury, healthcare services, medical services and surgical services. The company was founded by Michael Sciacchetano and is headquartered in Atlanta, GA.

777 Partners LLC (777 Partners) is a private equity firm founded in 2015 by Steven W. Pasko and Joshua Wander. The firm is headquartered in Miami, Florida.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Grant Avenue Capital LLC (Grant Avenue Capital) is a private equity firm founded in 2017 by Buddy Gumina. The firm is headquartered in New York.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.