Colin Martin

Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

HelloPrivacy LLC provides online reputation management services. It offers software and services to help businesses and individuals out-rank negative search results with own content and websites. The company was founded by Evan McGowan-Watson, Pete Kistler, Trace A. Cohen and Patrick Ambron in 2009 and is headquartered in New York, NY.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Part of MLM Trust B, 1508 Asset Management is a company that provides investment advice. The company is based in New York, NY.

Venor Capital Management LP (Venor) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was co-founded by Jeffrey A. Bersh and Michael J. Wartell in 2005. Venor provides investment advisory services to private funds and a separately managed account.

Newedge USA LLC provides brokerage services to institutional investors and fund managers. The firm specializes in bond, currency and commodities trading, derivative products and foreign exchange. The company is headquartered in Chicago

747 Capital LLC (747 Capital) is a private equity firm founded in 2001 by Gijs F. J. van Thiel and Marc J. M. der Kinderen. The firm is headquartered in New York.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Founded in 2002, Permira Advisers LLC is a private equity firm located in New York City with an additional office in Menlo Park, California. The firm is a subsidiary of Permira Advisers LLP, formerly known as Schroder Ventures, a London, England-based private equity firm that was founded in 1985

Cresta Fund Management LLC (Cresta Fund Management) is a private equity firm founded in 2016 by Chris Rozzell, David Truett Miller and Drew Armstrong. The firm is headquartered in Dallas, Texas.

Knob Hill Partners LLC (Knob Hill Partners) is a private equity firm founded in 2008 by Charlie Burckmyer and Scott Noll. The firm is headquartered in Boston, Massachusetts.

Nonantum Capital Partners LLC (Nonantum Capital) is a private equity firm founded in 2018 by Jon Biotti, David Ganitsky, Laki Nomicos, and Neil Defeo. The firm is headquartered in Boston, Massachusetts.

The Social+Capital Partnership LLC (Social Capital) is a venture capital firm founded in 2011 by Chamath PalihapitIya, Ted Maidenberg and Mamoon Hamid. The firm is headquartered in Menlo Park, California.

Dxd Capital (Dxd Capital) is a private equity firm founded in 2020 by Andrew William Dolan and Cory Sylvester. The firm is headquartered in United States.

Waterfall Asset Management LLC (Waterfall) is an independent, SEC-registered investment advisor and global alternative investment manager headquartered in New York City. The firm was co-founded by Tom Capasse and Jack Ross in 2005. Waterfall provides investment advice to private investment funds and other clients, which are generally insurance companies, state, municipal or corporate pension plans, sovereign wealth funds, endowments, foundations, or other institutional investors.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

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.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Chardan Capital Markets LLC is a registered broker-dealer headquartered in New York City. The firm was founded by Kerry Propper and Steve Urbach in 2003. The firm offers a range of services which include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading to institutional clients.

Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Hiscox, Inc. is a leading specialist insurer. It offers insurance by profession, including health, beauty, and wellness; business or marketing consulting; information technology; photographers; and architects and engineers. The firm also offers small business insurance, including professional liability insurance, errors and omissions insurance, and business owner insurance. The company was founded in 1901 and is headquartered in White Plains, NY.

Bengur Bryan & Co., Inc. operates as an investment bank which focuses on private placements, mergers and acquisitions, and other financial advisory services. It serves industries that include communications and technology, transportation, financial and business, consumer products and services, manufacturing and distribution, and health care services. The company was founded by Charles A. Bryan and Osmar Bengur in 1991 and is headquartered in Baltimore, MD.

The New York Mercantile Exchange, Inc. provides markets for the trading and clearing of crude and heating oil, gasoline, natural gas, and electricity. The company is headquartered in New York, NY.