Derek Schmidt

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.

Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN.

Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities.

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.

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

Concord Health Partners LLC (Concord Health Partners) is a venture capital firm founded in 2017 by Joseph Swedish and James Olsen. The firm headquartered in Summit, New Jersey.