Enoch Carter Morris

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.

McGinn Penninger Investment Management, Inc. (MPIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Alexandria, Virginia. The firm was founded by John Hurabiell in 1991 as McGinn Investment Management, Inc. The firm’s name was changed in 2023 to reflect the multigenerational composition of the team. MPIM provides investment management services for institutions, high-net-worth individuals, and a mutual fund (the Union Street Partners Value Fund).

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

LBMC Investment Advisors LLC (LBMC) is a registered investment advisor headquartered in Brentwood, Tennessee. The firm was founded in 1998 and is principally owned by LBMC Financial Services LLC. LBMC provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations.

Founded in 2002 by David Trainer, New Constructs LLC is a privately-held, independent equity research firm located in Brentwood, Tennessee. The firm is a long-time member of the Investorside Research Association, a non-profit trade association of investment research providers that do not engage in investment banking, company consulting or research-for-hire. In addition, they have been a Better Business Bureau Accredited business since December, 2009. New Constructs seeks to help their clients make more intelligent capital allocation decisions by more accurately identifying the companies that are the most undervalued relative to their profit potential and the most overvalued relative to their profit potential. The firm's research analyzes the entire financial reporting history of over 3000 companies, including 10-Ks, 10-K/As, 20-Fs, 40-Fs and 8-Ks. They employ a patented research platform for reversing accounting distortions and discounted cash flow analysis to identify 'hidden gems' and 'red flags' buried in financial footnotes. This information includes off-balance sheet debt, hidden charges, false revenues, option liabilities, pension liabilities and asset disposals. New Constructs seeks to help investors: (1) select stocks (2) measure profitability and valuation more accurately (3) fulfill fiduciary responsibilities by taking into account all relevant information and (4) lower their risk and protect their portfolio. The firm's products include: Written Research, Direct Data Feeds, Company Models and a Stock Screener.

Southeast Asset Advisors, Inc. (SAA) is a SEC-registered investment advisor headquartered in Thomasville, Georgia. The firm was founded by Bernard Lanigan and Bradford Jackson in 1991 as a corporation and converted to a Limited Liability Company in 2019. They are a primarily owned by SEAA Holdings, Inc. SAA provides wealth management services such as portfolio management and consulting services to a select group of families, individuals, businesses, endowments, foundations and other charitable organizations.

Rally Health, Inc. provides a personal health management platform that enables consumers to record fitness goals, research conditions, access health tools and even communicate directly with other members and medical professionals. Its flagship products, Zensey, is a gamified health social network and employee wellness program. Zensey consists of a place for patients to aggregate health data from providers and an anonymous forum to discuss health concerns with other members, as well as connections to various smartphone-enabled health devices. The company was founded by Gran Lovely Verstandig in 2010 and is headquartered in Washington, DC.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Torian Capital Partners LLC provides structured credit and equity investment services for high growth industries. The private company is based in Miami, FL.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Corner Growth Acquisition Corp. 3 is a blank check company created for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on February 10, 2021 and is headquartered in Palo Alto, CA.

Trellis Technologies, Inc. is an insurtech start-up that provides an API for insurance information. The company is based in Bethesda, CA. The company's embedded and secure pre-fill solution accelerates digital customer acquisition, making it a cost-effective way to reach more target customers. The company offers the industry's first end-to-end platform for finding, comparing, and purchasing personal insurance. Trellis partners with b2c fintechs and financial institutions to help them engage users and be at the forefront of the evolution. The company was founded by Daniel Demetri, who has been the CEO since incorporation.

The Reserve Trust Co. develops and delivers application programming interface for financial industries. The firm offers independent custody and trust management services. The company was founded by Geoffrey Rempel, Dennis Gingold and Justin Guilder is headquartered in Greenwood Village, CO.

SimplyWise, Inc. provides retirement software solutions. It collects information and show a timeline of client's future income over the coming years, then surface opportunities to maximize income in retirement. The company was founded by Simnan Abbas and is headquartered in New York, NY.

Shake Labs, Inc. develops software application. The company was founded by Jean Amiouny and Roy Breidi and is headquartered in Montreal, Canada.

Orchard App, Inc. provides investment advice. The firm provides products and services to investors that enable to understand, access, and execute online lending investments, including market data and reporting and analytics. The company was founded by Matt Burton, Jonathan Kelfer, David Snitkof and Angela Ceresnie in 2013 and is headquartered in New York, NY.

Bitso SAPI de CV provides bitcoin transaction services. Its platform provides funding and withdrawal options; and enables users to finance their account in person at various locations in Mexico. The company was founded by Daniel Vogel, Pablo Gonzalez and Ben Peters in 2014 and is headquartered in Mexico City, Mexico.

Capchase, Inc. operates as an online platform for getting cash from accounts receivable. The company was founded by Miguel Fernández Larrea, Luis Basagoiti Marqués, Przemek Gotfryd and Ignacio Moreno Pubul and is headquartered in Cambridge, MA.

Corner Venture Partners LLC (Corner Ventures) is a venture capital firm founded in 2018 by John Cadeddu and Marvin Tien. The firm is headquartered in Palo Alto, California.

Velocity Platform LLC engages in the provision of money services. The company is headquartered in New York, NY.

Crescent Capital Group (Private Equity) is a private equity arm of Crescent Capital Group LP founded in 1991 by Jean-Marc Chapus. The firm is headquartered in Los Angeles.

Founded in 2007 by Scott Mayo and Chris Lanigan, Covey Capital Advisors LLC is a hedge fund manager located in Atlanta, Georgia.

EBSCO Industries, Inc. engages in the provision of information, publishing, digital media, manufacturing, distribution, real estate, and insurance services. The company was founded by Elton Bryson Stephens Sr. and Alys Robinson Stephens in 1944 and is headquartered in Birmingham, AL.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.