Tom Askey

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

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.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

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.

Envisage Technologies LLC engages in the development of public safety software solutions for training and compliance ecosystems for law enforcement, public safety and military professionals. Its products include FirstForward and Acadis Readiness Suite. The company was founded by Ari Vidali in 2001 and is headquartered in Bloomington, IN.

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

Emplify, Inc. operates as a software company. The firm offers an employee engagement measurement solution that helps busy and strategic HR leaders make predictive people decisions. The company was founded by Santiago Jaramillo, Mitch Shields, Todd Richardson and Adam Weber in 2011 and is headquartered in Fishers, IN.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

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.

Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois.

Real Mex Restaurants, Inc. owns and operates a chain of restaurants. It manufactures and distributes Mexican food products to service restaurants, casual dining, retail, and foodservice channels. The company was founded in 1954 and is headquartered in Cypress, CA.

Techniks LLC manufactures and wholesales cutting tools, holders and other accessories. It offers tool holding, cutting tools, boring tooling, CNC router tooling, magnetic workholding, magnetic material handling and small parts batch deburring. The company was founded in 1997 and is headquartered in Indianapolis, IN.

Premier Thermal Solutions LLC provides commercial metal processing services. It offers sawing, trucking, and ferritic nitrocarburizing. The company was founded in 1978 and is headquartered in Lansing, MI.

Z Capital Group LLC (Private Equity) is an independent private equity firm founded in 2006 by James J. Zenni. The firm is headquartered in New York.

Blue Sage Service LP (Blue Sage Capital) is a venture capital firm founded in 2003 by Peter Huff and Jim McBride. The firm is headquartered in Austin. Texas.

Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies.

Martin Currie Ltd specializes in equity portfolios and hedge funds. The company offers distinctive active equity portfolios and devote all of the company’s resources to delivering optimum investment outcomes and superior client relationships. The company is headquartered in Edinburgh, United Kingdom.

CSFC Management Co LLC (CapitalSpring) is a private equity firm founded in 2005 by Richard Fitzgerald and Christopher Unrath. The firm is headquartered in Nashville, Tennessee.

Diamond Baseball Holdings LLC is a company that was founded in 2021 to support and enhance minor league baseball clubs affiliated with Major League Baseball. The company is based in New York, NY and has subsidiaries in the United States and Canada. The company is committed to elevating fan experiences, creating "centers of energy," fostering dynamic engagements for brands, and highlighting the evolution of the minor league baseball environment. Diamond Baseball Holdings is grounded in a deep-rooted appreciation for traditions, community, and the sport of baseball. Peter Freund has been the CEO of the company since 2021.

Evercore Capital Partners (Evercore Capital) is a private equity subsidiary of Evercore Group LLC founded in 1996 by Roger C. Altman. The firm is headquartered in New York.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.