Joseph P. Cerqua

CPAC, Inc. manufactures and sells cleaning products. It serves cleaning and personal care and imaging industries. The firm offers products for commercial and household cleaning and personal care, chemicals for color photographic, health care and graphic arts markets. The company was founded by Thomas N. Hendrickson in 1969 and is headquartered in Leicester, NY.

Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts.

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

Broadmark Asset Management LLC (Broadmark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Christopher J. Guptill in 1999 and became a majority owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG) in 2023. Broadmark manages and/or sub-advises mutual funds, retail and institutional separately managed accounts. Tactical Growth is their flagship strategy.

Gabelli & Company Investment Advisers, Inc. (GCIA) is a SEC-registered investment advisor and hedge fund manager headquartered in Rye, New York. The firm was founded in 1985 and was formerly known as Gabelli Securities, Inc. They are a wholly owned subsidiary of Associated Capital Group, Inc. (NYSE: AC), ultimately held by GAMCO Investors, Inc. GCIA acts as an investment adviser, either directly or on a sub-advisory basis, to private investment partnerships, offshore pooled investment vehicles, and separately managed accounts (SMAs).

Alesco Advisors LLC (Alesco) is an independent registered investment advisor headquartered in Pittsford, New York. The firm was founded Pittsfordby Jim Gould in 2000. Alesco provides investment management services primarily to institutions (such as foundations, endowments, for-profit organizations, retirement plans, trusts, and estates) and high net worth individuals.

Federated Equity Management Company of Pennsylvania (FEMCOPA) is a mutual fund manager headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FEMCOPA provides investment advisory services to individuals, high net-worth individuals, corporations, business entities and other institutional investors, banks, thrift institutions and other financial institutions, private, federal, state or government pension and profit-sharing plans, trusts, estates, charitable foundations and organizations, federal, state and municipal government entities, foreign accounts, and collective or common funds, private funds, and other pooled investment vehicles.

Gabelli Entertainment & Telecommunications Acquisition Corp. is a blank check company. It is formed for the purpose of acquiring through a merger, capital stock exchange, asset acquisition, stock purchase and reorganization. The company was founded on April 11, 2008 and is headquartered in Greenwich, CT.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

Commerce5, Inc. provides e-commerce channel management and automation software services. Its services include marketing, claims management, IT and call center support, and channel management. The company is headquartered in Aliso Viejo, CA.

Nexaweb, Inc. develops application modernization software solutions. It provides products and service which simplify and transform client/server applications. The firm’s products include Nexacro and Nexaweb platform. The company was founded by Coach K. Wei in February 2000 and is headquartered in Burlington, MA.

BVP Forge is a private equity subsidiary of Deer Management Co. LLC founded in 2018. The firm is headquartered in Redwood city, California.

The Alexander Group, Inc. provides revenue growth and sales management consulting services. The company was founded in 1985 and is headquartered in Scottsdale, AZ.

Benevity, Inc. provides online workplace giving, matching, volunteering, fundraising campaigns, disaster relief, international programs, and integrated grant management solutions. It offers goodness consulting services. The company was founded by Bryan de Lottinville, Jason Becker, and Ryan Courtnage in 2008 and is headquartered in Calgary, Canada.

Wavecrest Management Co LLC (Wavecrest Growth Partners) is a private equity firm founded in 2016 by Deepak Sindwani and Valibhav Nalwaya. The firm headquartered in Boston, Massachusetts.

iNetworks Advisors Inc (iNetworks) is a private equity firm founded in 1999 by Anthony M. Lancenere and Charlie A. Schliebs. The firm is headquartered in Pittsburgh, Pennsylvania.

Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors.