Sarah Concannon

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

REACH Health, Inc. provides telemedicine software solutions for hospitals. It specializes in developing and providing interactive physician-to-patient access. The firm offers clinical and administrative solutions including clinical widgets, workflow, care settings, performance analytics and professional services. The company was founded by Grant Kohler and David C. Hess in 2003 and is headquartered in Alpharetta, GA.

Senior Whole Health LLC provides healthcare services. The firm offers a single point of access to the healthcare system and an individualized care plan that uses a mix of medical, social, and community-based services to keep seniors healthy and independent. The company was founded by Melvin Benson, Jay Harrington, Marcia Stein, Matt Vinikas, Camille Bressler, Denise Gallagher and Michael Levoshko in 2004 and is headquartered in Cambridge, MA.

Beninform Holdings, Inc. provides application software services. The company founded by Philip D. Kurtz in 2000 and is headquartered in Jenks, OK.

Advanced Academics, Inc. provides online learning solutions. The firm offers courses correlated to state standards in core and elective areas such as language arts, math, science and social studies. It also provides students assistance through email, online instant help and telephone. The company was founded in April, 2000 and is headquartered in Edmond, OK.

NotifyMD, Inc. Its solutions and services include answering services, appointment scheduling, confidential messaging, daytime call managemnt and switchboard services. The company was founded in 1986 and is headquartered in Northbrook, IL.

Council Capital (Council Capital) is a venture capital firm founded in 2000 by Dennis Bottorff and Katie Gambill. The firm is headquartered in Nashville, Tennessee.

Part of Stifel Financial Corp., Hanifen Imhoff Holdings, Inc. is a company that provides investment banking services. The company is based in Glenwood Springs, CO. Hanifen Imhoff Holdings was acquired by Stifel Financial Corp. on January 12, 2000 for $5.93 million.

Equitable Bank offers residential lending, commercial lending, and savings solutions. It provides deposit products including short-term, long-term and cashable GICs, available in non-registered or tax free savings account across Canada. The company was founded in 1790 and is headquartered in Toronto, Canada.

Rotunda Capital Partners LLC (Rotunda Capital Partners) is a private equity firm founded in 2009 by John M. Fruehwirth and Dan Lipson. The firm is headquartered in Bethesda, Maryland.

Part of First Horizon Corp. (Tennessee), FTN Financial Asia Ltd. (Japan) is a Japanese company that provides investment services. The company is based in Tokyo, Japan.

Part of Nashville Area Chamber of Commerce, Nashville Health Care Council operates as an association of health care industry leaders. The company is based in Nashville, TN. The company was founded by Philip M. Hertik.

Harpeth Ventures LLC (Harpeth Ventures) is a venture capital firm subsidiary of Harpeth Capital LLC. The firm is headquartered in Nashville, Tennessee.

CaringWays, Inc. is a private fundraising platform that collaborates with healthcare providers and organizations to assist patients in paying for medical expenses such as healthcare bills, transportation, food, and other critical needs. The company is based in Brentwood, TN. The platform allows patients to raise funds while ensuring donors that their gifts will be used for their intended purpose. CaringWays® provides a dedicated way to raise funds for cancer treatment and other healthcare-related expenses. The company was founded by Ronn Hollis, Wes Sellers, and Kristi Morrow, and Wes Sellers has been the CEO since incorporation.

Part of Aya Healthcare, Inc., Polaris AI, Inc. operates as a machine learning platform that predicts future patient volume and staffing levels. The company is based in Nashville, TN. The company was founded by Mark Dose. Polaris AI was acquired by Aya Healthcare, Inc. on July 20, 2023.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.

Harpeth Capital LLC provides investment banking services to middle market companies. Its services include mergers and acquisitions, general advisory, capital rising, and financial restructuring. The company was founded in 1999 and is headquartered in Nashville, TN.

Motis Brands, Inc. is a company that specializes in loading, hauling, automotive, and accessibility products. The company is based in Germantown, WI and has subsidiaries in the United States. The company's family of brands includes Discount Ramps, Race Ramps, Silver Spring Mobility, Heavy Duty Ramps, Black Widow, Guardian Industrial Products, Harbor-Mate, Pier D’ Nort, Elasco Products, and Mac’s Tie Downs. Rich Spratt has been the CEO of the company since 2018. Motis Brands was acquired by Prospect Hill Growth Partners LP on May 24, 2022.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

StreetShares, Inc. engaegs in the provision of business financing products to small businesses. It offers small business financing, interest bonds, high yield investments, and community benefits. The company was founded by Mark L. Rockefeller, Mickey Konson, and Ben Shiflet in 2013 and is headquartered in Reston, VA.

Rubicon Global Holdings LLC engages in the provision of cloud based waste and recycling solutions. It offers recurring dumpster, sustainability reporting, temporary dumpster rental, and waste removal services. It serves the construction and demolition, distribution and logistics, grocery, healthcare, manufacturing, property management, restaurant, and retail industry. The company was founded by Nathaniel R. Morris, Lane B. Moore, Marc Spiegel, Henry M. Dudgeon III, and Hank Dudgeon in 2008 and is headquartered in Atlanta, GA.

Founded in 1999, Brentwood Capital Advisors LLC is an independent investment bank and registered broker-dealer located in Franklin, Tennessee.

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Waller Lansden Dortch & Davis LLP provides legal services. Its services include corporate, environmental, finance and restructuring, health care, intellectual property and government relations in the areas of healthcare, financial services, private equity, and real estate. The company was founded in 1905 and is headquartered in Nashville, TN.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

The Berger Funds operates and manages a shareholder welfare fund. The private company is based in Denver, CO and has subsidiaries in the United States.