Orlando Remak

SS&C Technologies, Inc. develops investment and financial management software solutions. It products and services include asset management platform, genesis, outsourcing, portfolio exchange, advisor ware, agency lenders, Altair, common diamond wealth platform, recon, risk reporting, SVC and Syncova. The firm offers services to the commercial lenders, corporate treasury groups, insurance and pension funds, municipal finance groups and real estate property managers. The company was founded by William C. Stone in February 1986 and is headquartered in Windsor, CT.

Invesco Private Capital Inc (Invesco Private Capital) is a private equity and venture capital subsidiary of Invesco North America Group Ltd founded in 1981. The firm is headquartered in New York.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Henley & Co. Wealth Management LLC (Henley Wealth) is an independent, SEC-registered investment management firm headquartered in Uniondale, New York. The firm was founded by Frank Gemino in 2007. Henley Wealth offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Peter J. Solomon Co. provides investment advisory services. The company offers corporate finance, restructuring, private financings, merger and acquisitions services. It also offers services to the retail, wholesale, catalogue distribution, consumer products, healthcare and media industries. Peter J. Solomon Co. was founded in 1989 and is headquartered in New York City, NY

Eisner LLP provides auditing, accounting and tax services, as well as corporate finance, legal support, information technology and other professional services to its clients. It provide financial services, not-for-profit, law firms, sports, media & entertainment and real estate. The company is headquartered in New York, NY.

Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York.

Hunting Dog Capital Corp. operates as a holding company, which provides investment advice and financial solutions. The company was founded on August 28, 2015 and is headquartered in San Francisco, CA.

Dextra Partners LLC (Dextra Partners) is a private equity firm founded in 2022. The firm is headquartered in New York.

Apogem Capital LLC (Apogem) is a SEC-registered investment advisory firm headquartered in New York City. The firm was founded in 2020 as New York Life Investments Alternatives LLC and renamed into Apogem Capital LLC in 2022. They are a subsidiary of New York Life Investment Management Holdings LLC, which is wholly owned by New York Life Insurance Co. Apogem provides investment management services to commingled and single investor private funds and separately managed accounts.

Lead Edge Capital Management LLC (Lead Edge Capital) is a private equity and venture capital subsidiary of SV Booth Investments I LLC founded in 2012 by Mitchell Green and Scott Booth. The firm is headquartered in New York.

Part of Penns Woods Bancorp, Inc., Jersey Shore State Bank is a state commercial bank. The company is based in Williamsport, PA. The company was founded by John A. Brockriede. Richard A. Grafmyre has been the CEO of the company since 2010.

Part of New York Life Insurance Co., New York Life Capital Partners LLC provides asset management. The company is based in New York, NY. The company was founded by Adam G. Clemens.

Gatewood Capital Partners LLC (Gatewood Capital Partners) is a private equity firm founded in 2014. The firm is headquartered in New York.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Part of Partners Group Holding AG, Partners Group Private Equity LLC is a closed-end investment company. The company is based in New York, NY.

Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore.

Part of Penns Woods Bancorp, Inc., Luzerne Bank is a banking institution that offers various financial solutions such as checking and savings accounts, loans, and credit cards. The company has a history of growth and success in Luzerne, PA. The CEO of the company is Richard A. Grafmyre.