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Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

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.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Intercam Securities, Inc. is a broker/dealer headquartered in Miami, Florida. The firm was founded in 2007 and is a subsidiary of Intercam Holdings, Inc., which is owned by Grupo Intercam SV de CV. They provide securities broking services through Pershing LLC.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Harbor View Advisors LLC provides financial advisory services. The private company is based in Ponte Vedra Beach, FL. The company was founded by Jim Philip.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Vista Equity Partners Management LLC (VEP) is a private equity firm founded in the year 2000 by Robert Frederick Smith, Stephen J. Davis and Brian Niranjan Sheth. The firm is headquartered in Austin with an additional offices in Oakland, Chicago, New York and San Francisco .

Kinderhook Industries LLC (Kinderhook Industries) is a private equity firm founded in 2003 by Christian Michalik. The firm is headquartered in New York.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Cohere Capital Partners LP (Cohere Capital Partners) is a private equity firm founded in 2019 by Daniel Gedney and Nik Shah. The firm is headquartered in Boston, Massachusetts.

CenterGate Capital LP (CenterGate Capital) is a private equity firm founded in 2014 by Stenning Schueppert. The firm is headquartered in Austin, Texas.

Fogel Capital Management, Inc. (Fogel Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stuart, Florida. The firm was founded by Marvin and Charlene Fogel in 1995. Fogel Capital offers comprehensive wealth management services for private investors or institutions.

Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York.

AV Securities, Inc. is an independent broker/dealer headquartered in Panama City, Panama. It was founded in 2008 as Avam Investment Managers, Inc. The firm securities services in local and international stock market for institutional clients.

Activos y Bienes Inmobiliario provides real estate services.

Part of Mercantil Servicios Financieros CA SACA, Mercantil CA Banco Universal operates as a state chartered commercial bank. The company is based in Caracas, Venezuela.

BigSur Wealth Management LLC (BSWM) is a fee-based global multi-family office and SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 2007 by Ignacio Pakciarz. They are a wholly owned subsidiary of BigSur Partners LLC, which is owned by BigSur Advisors Corp. BSWM provides investment advisory and consulting services to high-net-worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Fuel Venture Capital Partners, LLC (Fuel Venture Capital) is a venture capital firm founded in 2017 by Jeff Ransdell. The firm is headquartered in Miami, Florida.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.