Dave Kassling

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

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.

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.

DreamBox Learning, Inc. develops online learning products. It offers a groundbreaking combination of intelligent adaptive learning, rigorous elementary mathematics curriculum, and motivating learning environment. The firm's adaptive learning platform enables classroom teachers, schools, and districts to differentiate instruction for a range of learners by engaging students in independent instruction and practice. It has offices in North Carolina and Washington. The company was founded by Benjamin W. Slivka and Lou Gray in February 2006 and is headquartered in Bellevue, WA.

Change Healthcare Engagement Solutions, Inc. provides healthcare cost transparency solutions. It offers Healthcare Transparency Index that shows medical procedures with high costs and price variances. The firm’s solutions enable consumers to better understand and utilize their healthcare benefits; make informed healthcare purchasing decisions based on quality, cost, and convenience; and manage out-of-pocket responsibility and realize savings. Its solutions also enable users to engage alerts that show savings opportunities, and help take advantage of company health and wellness programs; educate health plan enrollees; and leverage investment with third-party decision support tools. The company was founded by Christopher Parks in 2007 and is headquartered Nashville, TN.

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.

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.

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.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Salt Blockchain, Inc. provides asset-backed lending platform. Its platform allows holders of blockchain assets to leverage their holdings as collateral for cash loans. The firm provides investors with secure opportunity to lend against a high-growth asset class through a fully-collateralized debt vehicle. The company was founded by Shawn Owen in 2016 and is headquartered in Denever, CO.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

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).

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.

Ascent Vision Technologies LLC manufactures and distributes gimbal systems. It also designs integration mounts and software programs for its gimbals. The firm specializes in precision technologies for the manned and unmanned aerospace industry. It offers sensors, hardware and software. The company was founded by Tim Sheehy in 2015 and is headquartered in Belgrade, MT.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Silverhawk Capital Partners LLC (Silverhawk Capital Partners) is a private equity firm founded in 2005 by Ted Allan Gardner, James Crawford Cook, David James Scanlan and Mark Charles Demetree. The firm is headquartered in Greenwich, Connecticut.

Rockies Express Pipeline LLC provides water, sewer and pipeline construction services. It develops and owns Rockies Express, a natural gas pipeline system that provides transportation from Rio Blanco County, Colorado to Monroe County, Ohio. The firm provides transportation, interruptible transportation, park and loan, pooling and wheeling, and booster compression services. The company was founded in 2004 and is headquartered in Lakewood, CO.

New Emerald Energy LLC engages in drilling oil and gas wells. The company is based in Denver, CO and has subsidiaries in Australia and the United States. The company was founded by James Russell Reger.

Part of Irvington Holdings LLC, Irvington Management LP provides equity investment services. The company is based in New York, NY.

Tallgrass Energy GP LLC provides investment services. The private company is based in Leawood. William R. Moler has been the CEO of the American company since 2015.

Surgical Notes, Inc. operates as a healthcare IT solutions company. It offers transcription, coding, revenue cycle management, and document billing services. The company was founded in 1997 and is headquartered in Dallas, TX.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

ArcLight Capital Partners LLC provides investment services. It invests in midstream, power, and production opportunities with substantial growth potential, significant current income and meaningful downside protection, typically on a proprietary basis. The company was founded by Daniel Raymond Revers and Robb Eric Turner in 2001 and is headquartered in Boston, MA.

ArcLight Capital Holdings LLC (ArcLight Capital) is a private equity firm founded by Dan R. Revers and Robb Eric Turner in 2000. The firm is headquartered in Boston, MA.

Part of Bridger Aerospace Group Holdings, Inc., Bridger Aerospace Group Holdings LLC is a company that provides aerial wildfire management, relief, and suppression services. The company is based in Belgrade, MT. The company was founded by Timothy P. Sheehy. Bridger Aerospace Group Holdings was acquired by Jack Creek Investment Corp. on January 24, 2023, for $400.16 million.