Michael Greenfield

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.

MediaRadar, Inc. provides sales and client management services related to magazines. It offers ad sales intelligence for over 2.3 million brands across multiple media platforms including online, online video, e-newsletter, print, trade shows, and social media. The company was founded by Todd Krizelman and Jesse Keller in 2006 and is headquartered in New York, NY.

Clearwave Corp. provides a streamlined check-in experience for hospitals, health systems, clinics and specialty practices. It offers solution for specialty and physician practices, mobile pre-check, patient check-in kiosks and tablets. The company was founded by Gerard P. White and Brian Stone in 2004 and is headquartered in Atlanta, GA.

ServiceTrade, Inc. is a software-as-a-service (SaaS) company that provides cloud-based field service management software for commercial service contractors. The company was founded in 2012 and is based in Durham, NC, with subsidiaries in the United States. ServiceTrade's mobile and web applications streamline service operations, improve efficiency, and increase revenue for contractors. The company serves over 1,300 commercial contractors and has been trusted by more than 800 contractors to run their service business. ServiceTrade's software helps contractors work from home and adhere to social distancing during the COVID-19 crisis. The company provides online training and continuing education to keep field service management technicians, admins, and office staff operating efficiently and consistently. The CEO of ServiceTrade is Billy Marshall.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Vibe HCM, Inc. develops socially infused human resources technologies. The firm's services include implementation, training, and customer support. The company is headquartered in Austin, TX.

Conclusive Analytics, Inc. develops and provides sales and marketing analysis software. The firm's services include planning and consultation, data management, analytics, data loading, training, administration, integration, and query performance. It serves clients from the banking and finance, automotive, technology, and healthcare industries. The firm offer solutions for customer behavior monitoring, product expansion opportunity identification, transaction reporting, and account prioritization. The company was founded by William Brennan and Donal Leyrer in 2000 and is headquartered in Charlotte, NC.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

ListenFirst Media LLC aggregates data streams from sales figures, customer engagement, research and tracking, media impact, and social media platforms. Its data feeds include digital metrics, social metrics, sales figures, business intelligence, CRM data, mobile metrics, print metrics, and beyond. The company was founded by Christian Anthony and Jason Klein in 2012 and is headquartered in New York, NY.

Mediapro Holdings LLC provides on-line learning courseware, instructional design services, and integrating learning technologies. It offers adaptive data protection library, adaptive compliance library, hosting services, and staffing services. The company was founded by Steven E. Conrad and is headquartered in Bothell, WA.

PowerDMS, Inc. provides cloud-based compliance and document management solution that helps organizations reduces risk and liability. The firm is a software company that helps organizations reduces risk and manages their critical content. It provides practical tools to organize and manage crucial documents and industry standards, train and test employees and uphold proof of compliance. The company founded by Joshua J. Brown in 2001 and is headquartered Orlando, FL.

Perceptis LLC provides help desk, customer support services, and business intelligence to educational institutions. The company was founded by William Bradfield in 2004 and is headquartered in Columbia, SC.

IGLOO, Inc. develops and sells enterprise software solutions. It offers Intranet applications for social Intranets, corporate communications, marketing asset management, sales enablement, and project team collaborations; corporate Intranet, marketing portals, extranet applications, and social extranets; and applications for project teams. The company was founded by Dan Latendre in 2003 and is headquartered in Kitchener, Canada.

Quorum Analytics, Inc. provides computer software solutioins. It offers legislative, regulatory tracking, grassroots advocacy and stakeholder engagement. The company was founded by Alex Wirth and Jonathan Marks in 2014 and is headquartered in Washington, DC.

PlanetRisk, Inc. provides security intelligence solutions. It offers asset intelligence, business continuity, cyber and identity intelligence, regulatory and legislative risk, security operation, site selection, situational awareness and risk management, travel and weather intelligence. The company was founded by Mark Dumas in 2014 and is headquartered in McLean, VA.

Zephyr Software Holdings, Inc. develops software. The company was founded in 2016 and is headquartered in Charlotte, NC.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

NeuIntel LLC engages in operation of a consumer shopping engine. It offers where to buy, channel reports and MAP monitoring products. The company was founded by Anthony Ferry and Jon Pfortmiller in 2004 and is headquartered in Irvine, CA.

AccessOne MedCard, Inc. engages in provision of healthcare financing products to healthcare providers. It offers medical credit card program that allows hospitals to serve self-pay patients. The company was founded by Steve Bernard and Russell A. Salton III in 2002 and is headquartered in Charlotte, NC.

GovQA LLC provides software services. The company offers tailored customer service, oracle customer relationship management (CRM) ondemand and direct marketing services. The company was founded by Gregory Pengiel and William Repole in 2000 and is headquartered in Woodridge, IL.

Questel SAS engages in the provision of intellectual property solutions. It offers art searches, patent drafting, international filing, translation, and renewals. The company was founded in 1978 and is headquartered in Paris, France.

Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation.

talentReef, Inc. provides recruiting and talent management system solutions. It enables companies to manage HR operations in a unified system which includes recruiting, assessments, background checks, hiring, on-boarding, WOTC processing, training and LMS, performance management, and succession planning. The firm delivers its solutions to small, mid-market and large enterprises in software-as-a-service subscription model. The company was founded by Rinart Pepa in 2007 and is headquartered in Denver, CO.

Healthx, Inc. provides healthcare information technology payer services. Its products include mHealth Manager, provider directory, text messaging, employer and member portal, wellness solutions, integration services, and phone and fax solutions. The company was founded by Gregory A. Bell and Win Norton in 1998 and is headquartered in Indianapolis, IN.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors.

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.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.

Hadley Capital LLC (Hadley Capital) is a private equity firm founded in 1998 by Scott B. Dickes. The firm is headquartered in Wilmette, Illinois.

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).

Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.

7wire Ventures LLC (7wire ventures) is a venture capital firm founded in 2011 by Matthew A. Tullman and Glen E. Tullman. The firm is headquartered in Chicago, Illinois.

Innova Memphis Inc (Innova Memphis) is a venture capital subsidiary of Memphis Bioworks Foundation founded in 2007. The firm is headquartered in Memphis, Tennessee.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.