John Daly

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Continental Conveyor & Equipment Co. designs and manufactures conveyor systems and components. The company was founded in 1959 and is headquartered in Winfield, AL.

CMWA Capital Appreciation Fund LLC is a private equity fund. The private company is based in Beachwood, OH and was founded in 2005.

GreatCall, Inc. provides active aging and independent living solutions. It products include splash, jitterbug5, and touch3. The firm also offers health, safety and medical applications such as urgent care, med coach, and 5star. The company was founded by Martin Cooper and Arlene Harris in 2006 and is headquartered in San Diego, CA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Paragon Holdings, Inc. provides dry cleaning and laundry facilities services. The private company is based in Mobile, AL.

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

Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Park-Ohio Industries, Inc. engages in the provision of supply chain management outsourcing services. It operates through the following segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a proactive solutions approach that manages the efficiencies of every aspect of supplying production parts and materials to its customers’ manufacturing floor, from strategic planning to program implementation. The Assembly Components segment manufactures products oriented towards fuel efficiency, reduced emission standards, and vehicle electrification. The Engineered Products segment designs and produces a broad range of highly-engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products. The company was founded on May 27, 1907 and is headquartered in Cleveland, OH.

aPriori Technologies, Inc. develops and markets product cost management software. The firm offers university education program, cost maturity survey, strategic value assessments, education, and customer and technical support services. The company was founded by Michael L. Philpott, R. Sebastian Schrader and Eric Arno Hiller in 2003 and is headquartered in Concord, MA.

Association for Financial Professionals, Inc. provides treasury management services. It provides training, certification, career counseling and other professional development services and hosts an annual four-day conference. The firm also publishes AFP Exchange, a bimonthly magazine. Its committee on Investment of Employee Benefit Assets represents executives who oversee investment funds of pension and benefit plans. The company was founded in 1980 and is headquartered in Bethesda, MD.

University Hospitals Cleveland Medical Center provides medical services. It operates medical, clinical and research centers including cancer, pediatrics, women's health, orthopedics spine, radiology, radiation oncology, neurosurgery, neuroscience, cardiology, cardiovascular surgery, organ transplantation and human genetics. The company was founded in 1866 and is headquartered in Cleveland, OH.

Plex Systems, Inc. provides enterprise resource protocol and cloud services. It offers software-as-a-service that uses cloud computing to deliver solutions to production, inventory, quality, human capital, and financial management. The company was founded in 1995 and is headquartered in Troy, MI.

City Year, Inc. offers school-based service and leadership programs. It support students by focusing on attendance, behavior, and course performance through in-class tutoring, mentoring, and after school programs that keep kids in school and on track to graduate. The company was founded by Miuchael Brown, Alan Khazei, Jennifer Eplett Reilly and in 1988 and is headquartered in Boston, MA.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

CM Wealth Advisors LLC (CMWA) is a SEC-registered investment advisor and wealth management firm headquartered in Beachwood, Ohio. They are a subsidiary of CMWA LLC. The firm was founded by William J. O’Neill, Jr. in 1983 as a single-family office and broadened its services to a multi-family office in 2000. Formerly known as Clanco Management Corp., the firm changed its name to CM Wealth Advisors Inc. in 2010. They became CM Wealth Advisors LLC in 2019. CMWA provides wealth management and investment advisory services to high net-worth individuals, families, and foundations, trusts, charitable organizations, CMWA pooled investment vehicles and other business entities.

Senske Lawn & Tree Care, Inc. provides lawn, tree and pest control services. It offers weed, ant, bed bugs, pest bird, rodent, scorpion, spider, and stinging insects control, and termite treatment. The firm also provides grounds maintenance and holiday lighting services. The company was founded by Bill Senske in 1947 and is headquartered in Kennewick, WA.

Global Claims Services, Inc. provides insurance services. It provides property insurance companies to settle claims. The company is headquartered in Jacksonville, FL.

Northeastern Ohio Treasury Management Association operates as a treasury management association that serves to the financial professionals. The firm conducts periodic training and educational seminars, an annual summer fun outing, winter holiday party and academic scholarship programmes. The company is headquartered in Independence, OH.

PPC Flexible Packaging LLC provides custom flexible packaging services. It offers bgs, pouches, rolls, sheets, and vacuum sealer products. The firm serves to the healthcare, medical, organic snack, pet food, bakery, and floral markets. The company was founded by Donald E. Fisher in 1968 and is headquartered in Buffalo Grove, IL.

PPT Holdings I LLC engages in the operations of a non-classified establishment. The company is headquartered in Chicago, IL.

Consumer Cellular, Inc. engages in the provision of r of cellular phones and services. Its products and services include all phones and devices, android devices, apple devices, and GrandPad. The company was founded by John Marick and Greg Pryor in October 1995 and is headquartered in Portland, OR.

AssuredPartners, Inc. engages in the provision of insurance brokerage services. It offers property and casualty, risk management, employee benefits, and personal insurance services. The company was founded by Jim W. Henderson and Thomas E. Riley in March 2011 and is headquartered in Lake Mary, FL.

ADT Commercial LLC provides security systems services. It offers cybersecurity, monitoring, occupancy management, structured cabling and integrated solutions. The company is headquartered in Boca Raton, FL.

Part of QAD, Inc., Verifract LLC is a company that provides information technology services. The company is based in Miami, FL. The company was founded by Mark Sutcliffe, Richard Tester. Richard Tester has been the CEO since incorporation. Verifract was acquired by QAD, Inc. on February 01, 2023 for $1,000 million.