Jon McCarthy

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

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.

Artifact Uprising LLC engages in online retail of photo books, photo cards, prints and gifts. It offers hardcover and softcover photo books, Instagram friendly books, print photos and gifts, wedding photo books, kids and family photo books and gift cards. The company was founded by Jenna Walker and Katie Thurmes on October 9, 2012 and is headquartered in Denver, CO.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Exacta Land Surveyors LLC engages in the provision of residential land surveying services. It offers residential boundary services, pricing and quoting land surveys, construction and permit surveys, sample survey, and licensed survey vendor network. The company is headquartered in Cleveland, OH.

Curion Holdings LLC provides quantitative and qualitative product insights. The company is headquartered in California.

Elliott Aviation, Inc. engages in the provision of business aviation services. Its services include aircraft sales, avionics service and installations, aircraft maintenance, accessory repair and overhaul, paint and interior, charter and aircraft management. The company was founded by Herb Elliott and Arlene Elliott in 1936 and is headquartered in Milan, IL.

United Air Temp Air Conditioning & Heating LLC provides heating, ventilation, air conditioning, and plumbing services. The company is based in Lorton, VA and has subsidiaries in the United States. The company was founded in 1931 by Clifford B. Fowler. Mike Giordano has been the CEO of the company since 1993.

CARS Protection Plus, Inc. engages in the provision of automobile repair, and protection services. Its protection plans services include power train, value limited, independence, value plus, onyx plus, and ultimate value. The company was founded by Michael Tedesco and Fred R. Kohl in September 1998 and is headquartered in Murrysville, PA.

Fast Growing Trees LLC engages in selling trees and shrubs. The firm markets cloned timber trees, hybrid plants and trees. The company was founded in 2006 and is headquartered in Fort Mill, SC.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

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.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Ledge Lounger LLC provides in-water furniture and accessories. Its products include signature chaise, chair, headrest pillow, umbrellas, mainstay adirondack, legacy adirondack, club chair, playnk chaise and rocker. The company was founded by Christopher Anderson in 2011 and is headquartered in Brookshire, TX.

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.

Control 3 LLC designs, manufactures and sells scientific instruments and equipment. Its products include timers, stopwatches, time controllers, clocks, computer timers, computer controllers, temperature controllers, monitoring thermometers, bench thermometers, differential and printing thermometers, humidity meters, alarm humidity meters, barometers, conductivity meters, conductivity electrodes, conductivity standards, one-shot conductivity standards, clamps, anemometers, tachometers, multimeters, digital modules, carts, pumps, pure cotton wipes, alcohol wipes and electrode arms. The firm offers its products to plants and laboratories in the industrial, biomedical, hospital, educational, and governmental market. The company was founded in 1974 and is headquartered in Friendswood, TX.

NSi Industries LLC designs, manufactures and supplies electrical and lighting products. The firm’s products include warrior wrap professional tape, easy-wrap general purpose tape, polaris mechanical connectors, connectors, connector bloks and terminal bloks, miniterms, switches and indicator lights, insulating, splicing, lubricants and panel channel, grounding, cable ties and mounts, hardware, tools, testers and firestop, tork, lighting, and display kits. The company was founded by Axel Rasmussen in 1975 and is headquartered in Huntersville, NC.

Aspirent Consulting LLC engages in the provision of data analytics and cloud management consulting services. It offers analytics and data, project execution, and management strategy. The company was founded by Andrew Wells, Carey Stewart, Alan Fraser, Brent Collins, Dirk Botterbusch, and Charlie Perez in 2012 and is headquartered in Atlanta, GA.

TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York.

Freedom Electronics LLC provides electrical engineering services. It offers custom integrated core and parts inventory management, remanufacturing, reengineering, and resale of fuel dispenser parts, point of sale systems, and automatic tank gauges. The company was founded by John Slocum and Rod Smith in 1998 and is headquartered in Kennesaw, GA.

Parkline, Inc. produces prefabricated metal buildings and components. Its services include basic, convenience, integrated build and installation services. The company was founded in 1973 and is headquartered in Eleanor, WV.

smarTours LLC provides leisure and travel booking services. It provides group vacation tours for international destinations. The company was founded in 1996 and is headquartered in New York, NY.

Charter Brokerage LLC provides logistics services to the petroleum industries. Its services include complete customs, import, export, drawback related services and compliance-focused customs to importers and exporters in the U.S. and Canada. The company was founded in 1994 and is headquartered in Norwalk, CT.

Amarok LLC provides solutions for security needs. The firm's solutions encompass physical deterrent, shock deterrent, and alarm deterrent. It products options include virtual system access, key fobs, traffic lights, access integration, internal intrusion options, day and night system, haloes, forty-five degree lay-down fences, rooftop and wall fencing, and ground loop rings. The company was founded in 1973 by Bill Mullis and is headquartered in Columbia, SC.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

RuffleButts, Inc. designs and manufactures children's apparel. Its products include ruffled bloomers, diaper covers, swimwear and pants, hoodies, jackets and shoes for infants and toddlers. The company was founded by Amber Schaub in 2007 and is headquartered in Grapevine, TX.

Chi-Rho Financial LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded in 2000 by Joseph “Joe” Hurley, IV. Chi-Rho Financial offers hedge fund solutions, comprehensive portfolio management, and additional advisory services to a wide range of accredited investors, advisors, and institutions.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Ares EIF Management LLC (Ares EIF) is a private equity subsidiary of Ares Management Corp. founded in 1987 by Herbert Magid and John Harold Kissick. The firm is headquartered in Needham, Massachusetts.