Will Decker

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

ATP Oil & Gas Corp. is engaged in the acquisition, development and production of oil and natural gas properties. It seeks to acquire and develop properties. The company was founded by T. Paul Bulmahn in 1991 and is headquartered in Houston, TX.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

The Ithaka Group LLC (Ithaka) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 and is a subsidiary of Odysseus Management LLC. Ithaka provides investment advisory services to individuals, SEC registered investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

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.

Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC.

Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

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).

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York.

Patient Square Capital is an Independent Private Equity/Venture Capital firm founded by Jim Momtazee and Maria Walker. Patient Square Capital is headquartered in Menlo Park.

Professional Bank operates as a state charted commercial bank. It offers personal and business banking services. The firm also provides home, portfolio and conventional loans. The company was founded in 2008 and is headquartered in Coral Gables, FL.

Mendon Venture Partners LP (Mendon Venture Partners) is a venture capital firm founded by Anton Schutz, Andrew Marquardt, Dan Goldfarb and John Clausen. The firm is headquartered in Manhattan, New York.

Marstone, Inc. is a digital investment and planning platform that aims to enhance financial literacy, deepen financial inclusion, and humanize finance for all. The company is based in New York, NY and was founded by Robert Stone and Margaret J. Hartigan. The company provides an enterprise-ready solution that enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances. Marstone has comprehensive integrations with custodians, core banking platforms, account aggregation platforms, and investment managers. Margaret J. Hartigan has been the CEO since incorporation.

Equitus Corp. operates as a consulting and technology compnay. It offers transformation concept development, cyber and technology integration, complex problem solving, knowledge management and technology assessment services. The firm also provides independent evaluations of contract performance and relevancy assessments and strategies. The company was founded by Robert Edward Guidry in 2008 and is headquartered in Clearwater, FL.

Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Alabama.