Mark Haney

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.

Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Linxup LLC provides mobile resource management solutions. It offers the web-based tools, wireless forms, GPS tracking, automated call-ahead, GPS fleet management and dynamic route optimization tools to businesses and government agencies. The company was founded by Naeem Bari and Gregory J. Winter in 2004 and is headquartered in St. Louis, MO.

Beers Enterprises LLC video switching services throughout media markets in the United States, Canada, and the United Kingdom. Its services include cumulus, homeruns, data, 4k, mobile fivenines and satellite. The company was founded by Scott S. Beers and Eric J. Pfaff in 1991 and is headquartered in Osterville, MA.

PresenceLearning, Inc. is a holding company, which engages in the provision of live online speech and occupational therapy services. It offers school districts with web-based access to a nationwide network of qualified speech language pathologists, counselors and occupational therapists via live video conferencing combined with practices and progress reporting. The company was founded by Jack Lynch and Clay Whitehead in 2009 and is headquartered in New York, NY.

Ancestry.com LLC engages in the provision of family history and personal DNA testing services. The firms offers services relating to searching family history records on its subscription-based websites to helping people discover their detailed genetic ethnicity through DNA testing services. Its brands include AncestryDNA, AncestryHealth, Ancestry ProGenealogists, AncestryAcademy, and Ancestry Institution. The company was founded in 1983 and is headquartered in Levi, UT.

Teacher Synergy LLC provides educational services. It is the an open marketplace for educators to buy, sell, and share original resources. The company was founded by Paul Edelman in March 2006 and is headquartered in New York, NY.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

ARROWHEAD General Insurance Agency, Inc. provides insurance services. It offers its products to commercial auto, commercial marine, workers' compensation, dwelling fire, high performance boats, homeowners, residential earthquake, manufactured housing, railroad, architects and engineers liability. The company was founded in 1983 and is headquartered in San Diego, CA.

Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts.

World Wildlife Fund, Inc. protects natural areas and wild populations of plants and animals. It provides programs for protection of endangered species, preservation of ecological systems, and environmental educational policy development. The company was founded in 1961 and is headquartered in Washington, DC.

lynda.com, Inc. is a holding company that provides digital media training and educational products. Its product offerings encompass individual memberships; business, educational, and government solutions; mobile access; and gift subscriptions. The company was founded by Bruce Heavin and Lynda Weinman in 1995 and is headquartered in Carpinteria, CA.

NetQuote, Inc. provides online insurance and related services. The firm offers auto insurance, home insurance, renters insurance, business insurance, life insurance and health insurance. The company was founded by Harvey Lawton and Keith Lawton in 1989 and is headquartered in Denver, CO.

QTC Management, Inc. delivers health and disability-related examination services. The firm offers disability and occupational health and secure web-based software services. It serves to the department of agriculture, commerce, defense, energy, national guard bureau, center for disease control and federal air marshal. The company was founded in 1981 and is headquartered in Diamond Bar, CA.

National Venture Capital Association provides business association services. It facilitates networking opportunities and provides research data to its members. The company is headquartered in Washington, DC.

Jimdo GmbH offers website creation tool that allows people to build own homepages. Its products are templates, pricing information, and mobile themes including support and applications. The company was founded by Christian Springub, Fridtjof Detzner, and Matthias Henze in 2007 and is headquartered in Hamburg, Germany.

Pegasus TransTech LLC provides document management and integrated document delivery solutions. Its products include TRANSFLO a document management and workflow solution to process, store, and retrieve business documents, such as proof of delivery, bills of lading, packing lists, receipts, employment applications, and accident reports. The company was founded by Leslie Berlin in 1998 and is headquartered in Tampa, FL.

Momentive, Inc. provides online survey software services. The firm?s features include A/B testing significance calculator, alternative to surveymonkey, surveymonkey analyze, android app, benchmarking, Canada survey, charts and graphs, online quizzes, customer experience management software, customer satisfaction benchmarks and customizable surveys. It also offers services like buy survey responses, multi user account, benchmarks, mobile app, partner integrations and API, survey programming, survey in salesforce, survey in market, telephone surveys and wufoo online forms. The company was founded by Ryan Finley in 1999 and is headquartered in San Mateo, CA.

HealthMEDX LLC provides home care, long-term care and rehab software solutions. It offers clinical features, financial, referral management, interoperability, physician solutions and analytics. The company was founded by Charlie Daniels, Dan Cobb and Jim Atteberry in 1999 and is headquartered in Ozark, MO.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

StoryCorps, Inc. is an award-winning organization founded in 2003 that has given nearly 600,000 people across all 50 states the opportunity to record interviews about their lives. The non-profit company is based in New York, NY and was founded by Dave Isay. The organization preserves these recordings in its archive at the American Folklife Center at the Library of Congress, which is the largest single collection of human voices ever gathered. StoryCorps shares select stories with the public through various platforms, including podcasts, broadcasts, animated shorts, digital platforms, and best-selling books. The organization is committed to capturing and amplifying voices that are least heard in the media. The StoryCorps MobileBooth, an Airstream trailer transformed into a traveling recording booth, crisscrosses the country year-round gathering stories from people of all backgrounds and beliefs.

GoodRx, Inc. develops software for mobile applications. It offers up-to-date information on drug prices, coupons and alternative medicines through online. The firm provides prices of various drugs in the areas of alcohol dependence, allergies, cold, angina and antibiotics, anticoagulant, antifungal and antiviral and other panic disorders. The company was founded by Scott Marlette, Trevor Bezdek and Douglas Joseph Hirsch in 2011 and is headquartered in Santa Monica, CA.

Finalsite Holdings, Inc. provides web-based software and services for schools and educational organizations. It offers finalsiteCMS, an educational content management, web authoring system comprising PagePops, crisis Mode modules, finalsiteMobile a solution that enables schools to display a simplified version of their website on mobile devices, finalsite app for iPhones, iPads, which allows a student, faculty and parent constituents to take the advantage of the mobile phenomenon by delivering selected features of the school’s website directly to their handheld devices. The company was founded in 2012 and is headquartered in Menlo Park, CA.

MedHOK, Inc. provides an integrated, cloud-based platform that delivers compliance solutions. It also offers comprehensive and compliance solutions for health plans, accountable care organizations, patient centered medical homes, pharmacy benefits management and specialty pharmacies. The company was founded in 2010 and is headquartered in Tampa, FL.

Kajabi LLC develops software applications. It enables people to give instruction and sell content online, including authors, motivational speakers, celebrity fitness trainers and diet experts, professional sports players, and ordinary people with special skills to share. The company was founded by Travis Rosser and Kenny Rueter in 2010 and is headquartered in Irvine, CA.

OTA Insight provides tools for optimizing hotel ranking on online travel agency websites. It offers hotel market forecast through the use of a data system and a forecasting algorithm that tracks all in-market online inventory giving visibility of future market. The company was founded by Matthias Geeroms, Adriaan Coppens and Gino Engels in 2012 and is headquartered in London, the United Kingdom.

DataCamp, Inc. provides an online leaning platform focused on data processing. It offers online programming and data science skills through entertaining videos, and interactive coding challenges. The company was founded by Jonathan Cornelissen, Martijn Theuwissen, and Dieter De Mesmaeker in 2014 and is headquartered in New York, NY.

Innovative Medical Risk Management, Inc. provides medical management services. The company was founded on May 7, 2012 and is headquartered in Plano, TX.

True Wind Capital Management LP (True Wind Capital Management) is a Private Equity firm founded in 2015 by Adam Clammer and James H. Greene, Jr.. The firm is headquartered in San Francisco, California.

Stadium Holdco LLC operates as an early stage company. The company is headquartered in San Francisco, CA.

Otter.ai, Inc. develops speech recognition software to understand human-to-human conversations. The company was founded by Fuchun Peng, Sam Song Liang and Yun Fu in 2016 and is headquartered in Los Altos, CA.

Visual Lease LLC engages in the development of lease accounting and management software. It offers products and services to financial and banking, technology, energy and utilities, healthcare, manufacturing and logistics, government and higher education, and retail industries. The company was founded by Marc E. Betesh in 1995 and is headquartered in Woodbridge, NJ.

Dispatchtrack LLC provides SaaS-based last-mile logistics solutions. It provides comprehensive end-to-end solution, future-proof and scalable technology, billing and settlement, real-time order tracking, and DT route optimizer. The company was founded by Satish Natarajan and Shailu Satish in 2010 and is headquartered in San Jose, CA.

Sterling Capital Brokers Ltd. is one of Canada's largest independent benefit consulting firms, founded in 2014 and headquartered in an undisclosed location. The company is based in Toronto, Canada, and has subsidiaries in Canada. Sterling Capital Brokers was acquired by Riverview Insurance Solutions, Inc. on May 10, 2021. The Canadian company specializes in servicing high-growth small-to-medium size businesses and enterprise clients, offering comprehensive benefit consulting and customized plan management technology services. SCB provides rapid and bespoke solutions to its client base, with a single point of contact for all employee benefit queries. The company was founded in 2014 by Stefan Ionescu and David Haines.

ACD Operations LLC operates a digital platform called AIA Contract Documents that provides over 200 forms and contracts for design and construction projects. The company is based in Greenville, SC. These documents are widely recognized as the industry standard and are used by architects, contractors, owners, consultants, and attorneys. The company was founded in 1887. The CEO is Chris Anderson.

Prezi, Inc. provides software solutions that use motion, zoom and spatial relationships. Its platform utilizes a zoom able user interface to give a distinctly different presentation experience; users can create presentations online in the browser or use an off-line editor for editing. The company was founded by Peter Arvai, Adam Somlai-Fischer, and P?ter Hal?csy in 2009 and is headquartered in San Francisco, CA.