Josh Stevens

Concentra, Inc. engages in the provision of healthcare solutions. It offers occupational health, physical therapy, health and wellness, physical exams, urgent care, and tests and screening services. The company was founded by Lois E. Silverman and John K. Carlyle in 1979 and is headquartered in Addison, TX.

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.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

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.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

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.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

The Circumference Group LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Little Rock, Arkansas. The firm was founded by Jeffrey “Jeff” Fox in 2009 and is a subsidiary of Circumference Group Holdings LLC. Circumference Group provides investment advice and management services to private investment funds which may be organized as domestic or foreign entities, such as limited partnerships, corporations, and limited liability companies.

Vilas Capital Management LLC (VCM) is an independent investment advisory firm headquartered in Chicago, Illinois. The firm was founded by John C. Thompson in 2010. VCM serves as the General Partner to the Vilas Fund LP, a long/short equity fund.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

MSouth Equity Partners LLC (MSouth Equity Partners) is a private equity firm founded in 2007 by Mark L. Feidler, Michael D. Long and Bart A. McLean. The firm is headquartered in Atlanta, GA United States.

Part of North American Essential Home Services, Southern HVAC Corp. is a leading provider of residential HVAC, plumbing, and electrical replacement and repair services. Based in Maitland, FL, Southern HVAC offers quality plumbing, heating, and cooling services. The company operates 15 brands across multiple states with over 650 employees. The company was founded in 2016. Bryan Benak has been the CEO of the company since 2019.

NextLink Co. Ltd. manufactures optical and ICS repeaters. Its products include ICS repeater, RF repeater, fiber optic repeater, DMB and RC. The company was founded in 2000 and is headquartered in Seongnam, South Korea.

Point Broadband LLC offers internet service to residential and business customers. The firm offers TV, broadband, phone and business services. It provides broadband solutions for municipalities and public areas. The company was founded by Emmanuel Lelekis in 2016 and is headquartered in West Point, GA.

QubicaAMF Worldwide LLC engages in the provision of bowling equipment. Its products include scoring and center management, lanes, pinspotters, marketing solutions, furniture, mini bowling, front end products, lane machines, pinspotter parts, house balls, rental shoes, lane care, supplies, pins, repair, exchange and webinars. The company was founded by Roberto Vaioli, Luca Drusiani and Emanuele Govoni in 1993 and is headquartered in Mechanicsville, VA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Healthcare Group, founded by John Gordon Freund, is a legal firm that specializes in providing legal advice to medical practices. The firm is based in Plymouth Meeting, PA. The private company offers a range of services including drafting new doctor employment agreements, advising on salary, bonus, benefits, and buy-in provisions, developing buy-in models, creating partnership agreements, advising on corporate counsel, sale or merger, hospital contracts, government regulations and compliance, practice valuation, and retirement plans and employee benefits. The firm has over 40 years of experience in the industry and has helped numerous medical practices with their legal needs.