Andrew Pichee

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

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.

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.

Allstate Investment Management Co. (AIMCO) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Allstate Non-Insurance Holdings, Inc., which is owned by The Allstate Corp. (NYSE: ALL). AIMCO provides investment advice to pension/profit-sharing plans, charitable organizations, non-domestic insurance companies, corporations and/or other business entities. The firm acts as managing member and investment manager for the Allstate Short Term Pool and as a collateral manager for various collateralized debt obligation trusts.

Mitchell Capital Management Co. (MCM) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Fred G. Mitchell in 1987. MCM provides portfolio management services to individuals, trusts, institutions, companies, profit-sharing and pension plans, charitable organizations, foundations, multi-employer plans, associations, etc.

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.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Crédit Agricole Corporate & Investment Bank SA (Crédit Agricole CIB) is the brokerage subsidiary of Crédit Agricole SA (XP: ACA), ultimately held by Rue de la Boetie SAS in France. Formerly known as Calyon Corporate & Investment Bank SA, created in 2004 by the transfer of Crédit Lyonnais' Corporate and Investment Banking division to Crédit Agricole Indosuez, Crédit Agricole CIB is based in Courbevoie and provides large corporate and institutional clients with a range of products and services through their Coverage and Investment Banking, Equity Brokerage and Derivatives, Fixed Income Markets and Structured Finance divisions.

PaySpan, Inc. provides claim settlement services to the healthcare industry. Its solutions enable stakeholders to interact across communities, conduct commerce, capture value, instill trust and strategically use reimbursement currency. The firm's customers comprise an elite array of industry leaders representing all benefit types, spanning both commercial and government sectors. The company was founded by William D. Meadow in 1984 and is headquartered in Atlanta, GA.

ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA.

ETF.com LLC provides news, analysis and events for exchange-traded funds. It operates different publications in the field of ETFs and index-related investments. The firm which also provides conferences and events in the ETF space is majority-owned by its managing partners. The company was founded by James Wiandt in 2001 and is headquartered in San Francisco, CA.

Complete Holdings Group, Inc. provides workers compensation revenue solutions. It develops and deploys resources business intelligence through its business entities. The firm houses the development, global information technology, corporate marketing, human resources and legal functions for its companies. The company was founded by David Iskowe in 2000 and is headquartered in Franklin, TN.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Primus Capital Partners, Inc. (Primus Capital) is a private equity firm founded in 1983 by Loyal Wilson. The firm is headquartered in Pepper Hike, Ohio.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Village Green Cos. provides property management and other related services for apartment owners. Its services include property management, commercial and retail, business development, client services, and VG preferred services. The company was founded in 1966 and is headquartered in Farmington Hills, MI.

St. Louis Cardinals LLC operates as a baseball team in the central division of the National League of the Major League Baseball (MLB). The company was founded in 1882 and is headquartered in St. Louis, MO.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

MEDHOST, Inc. provides market-leading enterprise, departmental and healthcare engagement solutions. It offers ED Pass, a registration kiosk that allows patients to check into the emergency department and identify their complaint, speeding registration and screening for potential high-risk patients; MEDHOST OpCenter, a Web-based tool that provides executives with an unprecedented view of their facility as a whole from inbound patients to inpatients awaiting discharge; Patient Tracking, a layout that enhances staff communication and workflow through automated notifications, risk alerts, and visual cues; order entry, a CPOE bi-directional solution that uses clinician-friendly terms and minimal prompting to enable bedside patient care; and Nurse Charting system that eliminates redundant data entry, cumbersome drop-downs, and excessive scrolling found in other emergency department information systems. The company was founded in 1984 and is headquartered in Franklin, TN.

MDaudit Enterprise operates as a advisor and software developer company for healthcare organization. It offers information technology consulting, revenue cycle consulting, strategic consulting, and software. The company was founded by Paul J. Hayes in 1993 and is headquartered in Newton Center, MA.

EnableComp LLC provides revenue cycle management solutions. It specializes in correcting and collecting worker's compensation underpayments to hospitals and physicians by insurance companies. The firm's solutions include CompDirect, CompRecover, CompResolve, CompAdvocate and ContractVue. The company was founded by David Iskowe in 2000 and is headquartered in Franklin, TN.

Cayuse LLC engages in the design and development of eResearch administration (eRA) solutions. The firm offers pre-award, post-award, compliance solutions, and research suite. The company was founded by Christian Harker in 1994 and is headquartered in Portland, OR.

Business Interactions LLC provides healthcare information technology solutions. It offer products such as HealthData Archiver, RCM, and patient communications. The company was founded by 2006 and is headquartered in South Bend, IN.

Healthcare Bluebook, Inc provides health care services. It provide its services to consumers, employers, payor and partners. The company was founded by William Kampine and Jeffrey Rice and is headquartered in Nashville, TN.

Trilliant Health, Inc. provides healthcare services. It offers software applications with a data integration platform that combines clinical, claims, and patient-generated data. The company is headquartered in Brentwood, TN.

Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.

HireLevel provides staffing services. It offers direct hire services to help companies fill full-time positions; payroll services, includes traditional outsourced payroll, reporting, tax filings and workers compensation; and employment services, such as, timekeeping, employee self-serve and employee benefits. The company was founded by Teresa Katubig in 1995 and is headquartered in Marion, IL.

Wisniewski Wealth Management LLC (Wisniewski) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was co-founded by Scott D. Wisniewski and Ramin R. Baranpourian in 2009 as Arianna Capital Management LLC. Wisniewski provides investment management services to individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations and pension and profit-sharing plans.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

SmartCapitalX, Inc. provides syndication software as a service. The company was founded by Jackson Killion, Paul Foley and John Siladie and is headquartered in Denver, CO.