Trever Helmstead

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.

Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides investment advisory and sub-advisory services on a discretionary basis to a broad range of clients. They also provide non-discretionary investment advice to various wrap model delivery managed account programs.

Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor.

Archive Systems, Inc. engages in the provision of document management services. The company was founded by Rick Kushel and Andrew Koval in 1991 and is headquartered in Fairfield, NJ.

Hinshaw & Culbertson LLP provides legal services. It offers commercial litigation, construction services, consumer financial services, insurance and reinsurance services, personal injury and property damage defense litigation, real estate and lending, and white collar defense and internal investigations. The company was founded in 1934 and is headquartered in Chicago, IL.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Barbara Ann Karmanos Cancer Institute provides health care services for cancer patients. It also provides integrated center of research, patient care and education, dedicated to the prevention, early detection, treatment and eventual eradication of cancer. The company was founded in 1943 and is headquartered in Detroit, MI.

Innovate Capital Partners LLC (Innovate Capital Partner) is a venture capital firm founded in 2022. The firm is headquartered in Philadelphia, Pennsylvania.

V12 Group, Inc. provides digital marketing technology and data. It offers launchpad marketing cloud is a collection of online and offline marketing solutions designed to manage existing customer relationships and identify new customers by granting users access to the V12 group data cloud. The company also offers managed, data enhancement and data licensing services. V12 Group was founded by Paul C. Chachko in 2002 and is headquartered in Matawan, NJ.

Eastern Wholesale Fence Co., Inc. engages in the manufacture and distribution of residential and commercial fence products. Its products include Illusions Vinyl fencing, Eastern White Cedar brand wood fencing, Eastern Ornamental fence, steel ornamental fence products, Chain Link fencing, Illusions Vinyl railing system, and EverStrong profiles. The company was founded in 1971 and is headquartered in Medford, NY.

FlagZone LLC manufactures U.S. flags of all sizes. It also offer state flags, foreign flags, marine flags, message and decorative flags and banners and a wide assortment of flagpoles and other flag-related products. It distributes its products through Independent specialty flag retailers, mass market retailers and valued distributors throughout the United States. The company was founded in January 2000 and is headquartered in Gilbertsville, PA.

Media Market Group LLC was a Los Angeles-based media holding company with assets in online marketing and media, with large footprint in the travel vertical and core strengths in interactive design, development, marketing and e-Commerce solutions across both B2B and B2C markets. Media Market Group's portfolio includeed HotelReservations.com, Hotels-and- discounts.com, HotelPlex.com, RoomStop.com, BookYourHotels.com, MyHotelSaver.com GreatCruises.com, PaulGauin.GreatCruises.com, Ponant.GreatCruises.com, Orion.GreatCruises.com, FlightsEverywhere.com, CheapRentalCarz.com and GreyhoundInteractive.com among others. The company was founded in 2007 by Ravi R. Rao and was headquartered in Los Angeles, CA.

SolomonEdwardsGroup LLC engages in the provision of accounting services. It offers business transformation, communications, project, program and portfolio management which includes governance, management, financial management, infrastructure support, planning and communications. change management, business process re-design and improvement that includes business state analysis, strategy development and new process design. The company was founded by Edward Baumstein in 1999 and is headquartered in Wayne, PA.

Spiro Health, Inc. provides post acute care and home medical equipment. It offers ventilation, oxygen, and bracing. The company was founded in 2020 and is headquartered in Sandwich, MA.

Part of MW Industries, Inc., MW Components engages in the design, manufacturing and distribution of engineered metal parts and components. The company is based in Easton, PA. MW Components was acquired by MW Industries, Inc. on April 15, 2019. The company was founded in 1973. The CEO is Keith Weidman.

Hercules Capital is a venture capital firm founded in 2003 by Scott Harvey, Manuel Henriquez, and Roy Liu. The firm is headquartered in Palo Alto, California.

Centauri Therapeutics Ltd. engages in manufacturing processing drugs in pharmaceutical preparations for life threatening diseases. The firm focuses on on the discovery and development of novel molecules targeting life threatening diseases. The company was founded by Mike Westby and Stuart Lawson and is headquartered in Sandwich, the United Kingdom.

NCL Technology Ventures Ltd. (NCL Technology Ventures) is an venture capital firm founded in 2010 by Jerry Biggs. The firm is headquartered in London, United Kingdom.