Peter Lee

Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Moser Mayer Phoenix Associates PA provides architecture services. The private company is based in Greensboro, NC.

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.

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.

Talkdesk, Inc. engages in the provision of browser-based call center software solution for small businesses. Its products include intelligent routing, reporting and analytics, workforce management, outbound dialer, voice analytics, quality management, omni channel, and agent productivity. The company was founded by Tiago Paiva and Cristina Fonseca in 2011 and is headquartered in San Francisco, CA.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

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.

Alvarez & Marsal Healthcare Industry Group LLC provides health care investment consulting services. The company was founded in 1983 and is headquartered in New York, NY.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

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).

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

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.

CI Capital Partners LLC (CI Capital Partners) is a private equity firm founded in 1993 by Frederick Iseman. The firm is headquartered in New York.

Crescent Communities LLC engages in investing, developing, and operating of real estate properties. It specializes in commercial developments including office buildings, industrial projects, and retail spaces. The company was founded in 1963 and is headquartered in Charlotte, NC.

JNY Co. owns and operates women's fashion retail stores. It offers jackets, vests, pants, shorts, dresses, skirts, knit tops, and shoes. The company was founded by Sidney Kimmel in 1966 and is headquartered in New York, NY.

Alvarez & Marsal North America LLC is a consulting firm that specializes in helping companies facing financial and operational challenges. The private company is based in New York, NY, and David James Coles has been the CEO of the company since 1997. The company works with management and stakeholders to preserve value and implement the right solutions. The company has a team of insolvency practitioners with a wide range of experience in taking insolvency appointments for large, complex, cross-border, and mid-sized corporate entities. The company has a strong track record of delivering financial and operational restructurings through insolvency processes and have been appointed to some of the largest and highest-profile insolvencies. Alvarez & Marsal delivers premier consulting services to organizations around the world in the areas of finance, digital, restructuring, private equity, valuations, disputes, and investigations.

Vertis, Inc. provides print advertising and direct marketing solutions. The company was founded in 1993 and is headquartered New York, NY.

The Association of Insolvency & Restructuring Advisors is a professional organization that unites and supports professionals who provide business turnaround, restructuring, and bankruptcy services. The non-profit company is based in Medford, OR.

New State Capital Partners LLC (New State Capital) is a private equity firm founded in 2013 by David Blechman. The firm is headquartered in Larchmont, New York.

Part of PacWest Bancorp, CapitalSource Finance LLC is a financial services provider. The company is based in Chevy Chase, MD.

Tyree & D’Angelo Partners Management LP(Tyree & D’Angelo Partners Management) is a private equity firm founded in 2013 by James L. Tyree, Enzo D’Angelo and Michael Tyree. The firm is headquartered in Chicago, Illinois.

Accordion Technologies LLC operates as a software platform that maximizes value creation in private equity-backed companies. It provides PE firms with a tech-enabled approach to value creation and a strategic, institutionalized, and collaborative way to manage investments from diligence through exit. The firm leverages the capital infusion to further scale the company; investing in a targeted and talent acquisition strategy focused on adding enterprise SaaS product leadership, sales and client success professionals. The company was founded by Nicholas V. Leopard and Jonathan D. Apter in 2019 and is headquartered in New York, NY.