Braeden Lord

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.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

BVF Partners LP (BVF) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1993 and is a subsidiary of BVF, Inc. BVF provides discretionary advisory services to private investment vehicles which includes commingled limited partnerships (the BVF Funds) and a limited liability entity organized for a single investor (Single Investor Fund) as well as to separately managed accounts.

Longview Asset Management LLC (Longview) is a multi-strategy investment firm headquartered in Chicago, Illinois. The firm was founded in 1998 and is owned by Henry Crown & Co. Longview manages accounts for wealthy individuals, families, and charities.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US.

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.

KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

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

Octagon is the world's largest sponsorship consulting practice and a pioneer and leader in athlete & personality representation & management. Octagon manages/influences billions in worldwide sponsorship rights fees and activation. They work with hundreds of blue-chip corporate clients, athletes & personality clients and manage events. Leading stakeholders in the sports and entertainment world continue to look to Octagon to provide leadership in understanding fans' passions and how these insights can build more effective, efficient and measureable marketing programs.

IGP Industries LLC (IGP) is a private equity firm founded by Mike Beaumont, Gottfried Tittiger and Patrick Forster in 1997. The firm is headquartered in San Francisco, California.

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.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.

Radial Equity Partners LLC (Radial Equity Partners) is a private equity firm founded in 2018 by Phil Carpenter. The firm is headquartered in New York.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Access Holdings Management Co. LLC (Access Holdings Management) is a private equity firm founded in 2013 by Kevin McAllister. The firm is headquartered in Baltimore, Maryland.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Guggenheim Securities LLC (Research) (Guggenheim Securities-RE) is the investment research division of Guggenheim Securities LLC, a financial services firm headquartered in New York City. The firm is a subsidiary of Links Holdings LLC, which is owned by Guggenheim Partners LLC. Guggenheim Securities-RE offers equity research for institutional investors in their research focus sectors: Consumer, Energy & Power, Healthcare, and Technology & Media.

Standish Management LLC provides fund administration services to private equity, venture capital, and real estate managers. The firm offers performance return calculations, capital call and distribution, enhanced software and analytics, international and offshore fund administration, limited partner communications, web based reporting and specialized consulting services. The company was founded by Robert Raynard, Susan Bruno Gillick, Rowena Baginski and Judy Dickinson in 2006 and is headquartered in San Francisco, CA.

The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York.

Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois.

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.

Clearview Healthcare Partners LLC is a consulting firm serving the life science sector. Its services includes pharma, biotech, medtech, diagnostics, advanced analytics, pricing and market access. The company was founded in 2007 and is headquartered in Boston, MA.

Mesirow Financial Private Equity, Inc. (Mesirow Financial Private Equity) is a private equity subsidiary of Mesirow Financial Holdings, Inc. founded in 1982. The firm is headquartered in Chicago, Illinois.

EagleTree Capital LP (EagleTree Capital) is an independent private equity firm founded in 1990. The firm is headquartered in New York.

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.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

SONNY'S Enterprises LLC engages in the manufacture and sale of conveyorized car wash equipment, parts, and supplies. Its car wash solutions comprises of consulting, college, equipment, vacuums, controls, marketing, chemistry, and parts. The company was founded by Sonny Fazio in 1949 and is headquartered in Tamarac, FL.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.