Robert A. Ferris

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.

Petco Animal Supplies, Inc. retails premium pet food, supplies, services and companion animals. The firm specializes in pet services, dog food, dog supplies, dog products, dog beds, cat food, cat supplies, cat products, cat beds, fish tanks, fish supplies, small animal and reptile supplies. The company was founded by Walter Evans in 1965 and is headquartered in San Diego, CA.

Ness Technologies, Inc. engages in the provision of digital transformation and custom software product engineering services. It offers cloud and platform engineering, engineering automation, big data and analytics, and digital operations. The company was founded by Morris Wolfson, Raviv Zoller, and Tsvika Ben Porat in 1999 and is headquartered in Teaneck, NJ.

Healthcare Systems & Technologies LLC engages in the provision of cloud-based software solutions for ambulatory surgery centers. It offers HSTpathways, HSTeChart, HSTanesthesia, and HSTSchedule Sharing. The company was founded Tom Hui in 2005 and is headquartered in Lafayette, CA.

Accordion Partners LLC provides investment banking services. The firm’s services include operational & technical accounting, strategic financial planning & analysis, transaction execution and performance improvement. The company was founded by Nicholas V. Leopard in 2008 and is headquartered in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

CoreSource, Inc. provides full service national health benefits programs. It offers benefit integrators and third party administrators, serving self-insured companies with local market knowledge backed by national resources, delivered with a personal touch. The company was founded in 1992 and is headquartered in Lake Forest, IL.

McCarthy Tetrault LLP provides legal services. Its services include integrated business law, litigation services, taxation, real property, and labour and employment law. The company was founded in 1855 and is headquartered in Montreal, Canada.

Paul, Weiss, Rifkind, Wharton & Garrison LLP operates a law firm. Its practices include mergers and acquisitions, securities, public and private financing, investment funds, private equity, real estate, intellectual property, communications and technology, new media and the Internet, entertainment, employee benefits and executive compensation, personal representation, antitrust, environmental regulation, tax and bankruptcy, and corporate reorganization law. The company was founded in April 1875 is headquartered in New York, NY.

Receivable Management Services Corp. provides receivable management services. It provides debt recovery services to companies from industries. The company was founded in 1841 and is headquartered in Bethlehem, PA.

Part of The Charles Schwab Corp., Trustmark, Inc. is a company that develops retirement plan software. The company is based in Charlotte, NC. Trustmark was acquired by The Charles Schwab Corp. on August 02, 1995.

Tara Capital, Inc. provides investment advice.

iQor Holdings, Inc. engages in the provision of customer engagement and technology-enabled business process outsourcing solutions. It offers customer interaction solutions; product support services; and data solutions and analytics solutions. The company is headquartered in New York, NY.

Technetics Group Daytona, Inc. manufactures semiconductors and precision components. The firm serves for aerospace, semiconductor, nuclear, industrial turbines, valves and oil and gas sectors. The company is headquartered in Daytona Beach, FL.

Wholesale Supplies Plus LLC supplies soap, skincare and candle making products. It offers soap making supplies, cosmetic additives, flavor oils, fragrance oils, molds and containers. The company was founded by Debbie May in 1999 and is headquartered in Independence, OH.

BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey.

Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania.

SourceHOV LLC provides transaction processing solutions and consulting services. It offers data aggregation, financial transaction, revenue integration, unified communications, enterprise management, and loss prevention and litigation services. The firm serves insurance, healthcare, automobile, banking and financial, commercial, legal, utility, public sector, telecom, education, real estate and entertainment industries. The company was founded in January 31, 2007 and is headquartered in Irving, TX.

JRD Unico, Inc. operates grocery and restaurant supply stores. The company is based in New York, NY. The CEO of the company is Richard Krischner. JRD Unico was acquired by Leonard Green & Partners LP on June 30, 2023.

Abu Dhabi Investment Authority - private equity (ADIA) is a private equity arm of Abu Dhabi Investment Authority headquartered in Abu Dhabi, UAE. The firm began investing in private equity as early as in 1989 to diversify ADIA’s portfolio and to seek risk-adjusted returns that exceed those possible in the public equity markets.

ASP Global Holdings LLC engages in the provision of med-surg supplies, custom products, and patient preference items. The company was founded in 2019 and is headquartered in Atlanta, GA.

BFG Holdings II LLC provides financial services. The company is headquartered in Burton, OH.

Vieux Vins Ultimate Holdings LLC provides investment services. The private company is based in Maspeth, NY. The CEO of the company is Neal I. Rosenthal.

Authentic Brands Group, Inc. is a holding company that engages in the provision of brand licensing services. Its services include brand development, marketing, and entertainment. Its portfolio focuses in the Lifestyle and Entertainment pillars. The company was founded by James Salter in 2010 and is headquartered in New York, NY.

Authentic Brands Group LLC engages in the development, acquisition and management consumer brands. Its business solutions include ABG direct, licencing, research and development and direct to retail. It acquires and manages consumer brands in the apparel, sporting goods, action sports and home, celebrity, entertainment and consumer electronics segments. The firm serves retailers, wholesalers, manufacturers and direct-to-consumer channels worldwide. The company was founded by James Salter in 2010 and is headquartered in New York, NY.

TRG Management LP (Private Equity) (TRG Management) is a private equity subsidiary of Rohatyn Management Interests LLC founded in 1993 by Nicolas Streit Rohatyn. The firm is headquartered in New York with additional offices around the world.