Robert T. Ratcliff

Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis.

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

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.

Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

Armada Pressure Control LLC provides fluid pumping services. Its services include tool pump downs, drill outs, clean outs, magnets, wash pipe, crossover subs, casing and tubing head testing, and packer settings., fishing services and packages. The company was founded in 2012 and is headquartered in Bridgeport, TX.

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.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

Capital One, NA engages in the provision of banking and lending services. The company is headquartered in New York, NY.

Conquest Completion Services LLC operates as an oilfield services company providing coiled tubing services, as well as surface equipment rentals. It offers coil tubing, downhole motors, completion fluids, oil skimmers, flow back and rental equipment. The company was founded by Nathan Moore in 2014 and is headquartered in Bossier, LA.

Pro Oil & Gas Services LLC engages in the provision of oilfield services. The company was founded by Darrell Brewer and is headquartered in The Woodlands, TX.

Institute for Supply Management offers educational products and programs. It provides opportunities for the promotion of the profession and the expansion of professional skills and knowledge. The company was founded in 1915 and is headquartered in Tempe, AZ.

The Conference Board, Inc. is a membership organization working for the public interests. It creates and disseminates knowledge about management and the marketplace to help businesses in their performance and to better serve the society. The firm publishes information and analysis, makes economics-based forecasts and assesses trends, and facilitates learning by creating communities of interest that bring together senior executives from around the world. The company was founded in 1916 and is headquartered in New York, NY.

IBC Management LLC(IBC Management)is an Independent Private Equity firm founded in 2000 by Barry B. Conrad. The firm is headquartered in Dallas.

Hoover Materials Handling Group, Inc. engages in the provision of liquid handling solutions. Its products include stainless steel, carbon, reconditioned containers, and IBC transportation frames. It also offers sling, asset, and gear management. The company was founded by Thomas E. Adams, Sr. in 1911 and is headquartered in Houston, TX.