Brian Lott

Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

General Assembly Space, Inc. engages in the provision of educational and staff training services. It provides training and learning courses for coding, user experience and design, data, marketing, business, and career development. The company was founded by Matthew O. Brimer, Bradford Hargreaves, Adam Pritzker, and Jake Schwartz in 2010 and is headquartered in New York, NY.

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.

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.

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.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

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.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Ballast Point Ventures LLC (Ballast Point Ventures) is a venture capital firm founded in 2001 by Dick Brandewie, Drew Graham and Paul Johan. The firm is headquartered in Tampa, Florida.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions.

Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

iAngels Crowd Ltd (iAngels Crowd) is a venture capital firm founded in 2014 by Shelly Hod Moyal and Mor Assia. The firm is headquartered in Tel Aviv, Israel.

SVG Ventures LLC (SVG Ventures) is a venture capital firm founded in 2007 by Charles J. Hartnett. The firm is headquartered in Los Gatos, California.

Accelerated Growth Partners, Inc (Accelerated Growth Prtnr) is a venture capital firm founded in 2013 by Andrew Sturner and Nico Berardi. The firm is headquartered in Miami, Florida.

Onchain Studios, Inc. is a company based in Miami Shores, FL. The company's mission is to engage, entertain, and empower the next generation of digital toy collectors worldwide. Onchain Studios, Inc. is reimagining the future of toy companies with their flagship digital product, Cryptoys. Inspired by his daughter's obsession with collecting physical surprise pack toys, CEO William Weinraub co-founded Onchain Studios in 2018 with a team of professionals.

Weatherford Capital Management LLC (Weatherford Capital) is a private equity firm founded in 2015 by William W. Weatherford, Sam Weatherford and Drew Weatherford. The firm is headquartered in Tampa, Florida.

SOMA Global, Inc. is based in Tampa, FL. SOMA Global, Inc. redefines and delivers modern, best-of-breed public safety solutions with a primary focus on saving lives and protecting first responders. The company's "public safety as a service" (psaas™) platform offers the best computer-aided dispatch, mobile dispatch, records management, and jail solutions on the market. SOMA Global empowers public safety and government agencies to build safer, more resilient communities through modern technology. The company's enterprise platform includes four key suites - critical response, incident management, corrections, and administrative - that empower state and local organizations with the tools they need to better protect the communities they serve. SOMA Global is a leading technology partner providing critical response & operating software solutions for law enforcement, first responder, and government agencies. SOMA Global was founded in 2017 by Nick Stohlman, Peter J. Quintas. Christopher Maloney has been the CEO of the company since 2021. SOMA Global was acquired by Greater Sum Ventures LLC on February 08, 2024.

UF Innovate Ventures (UF Innovate Ventures) is a venture capital subsidiary of University of Florida founded in 2019. The firm is headquartered in Gainesville, Florida.

Hdvi Insurance Services, Inc. provides vehicle insurance services. The company was founded by Chuck Wallace and Reid Spitz and is headquartered in Chicago, IL.

Lilium GmbH manufactures vertical take-off and landing (VTOL) aircrafts. The company was founded by Patrick Nathen, Matthias Meiner, Sebastian Born, and Daniel Wiegand in February 2015 and is headquartered in Gilching, Germany.

Mangrove Equity Partners LP (Mangrove Equity Partners) is a private equity firm founded in 2006 by Matt Young and Hunter Reichert. The firm is headquartered in Tampa, Florida.

Hidden Harbor Capital Partners LLC (Hidden Harbor Capital Partners) is a private equity firm founded in 2016. The firm is headquartered in Boca Raton, Florida.

Branch Financial, Inc. provides personalized financial and investment advisory services. The company is headquartered in Columbus, OH.