Patel Oam

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Pamlico Capital Management LP (Pamlico Capital) is a private equity firm founded in 1988 by Frederick W. Eubank II, Watts L. Hamrick III and Scott Bullock Perper. The firm is headquartered in Charlotte, North Carolina.

Shoeboxed, Inc. organizes receipts, business cards, bills, and other documents. It provides streamline accounting, bookkeeping, and tax preparation services. The company was founded by Taylor Mingos and Tobias Walter in 2007 and is headquartered in Durham, NC.

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.

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.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Momentum Telecom, Inc. provides telecommunications services. The firm?s services include white label services, business voice, sip trucking, mobility, hosted call center, SD-WAN, voice analytics: call reporting, collaborate: audio and web conferencing, archive: call recording, virtual fax, CRM connector, incontact, hosted MS exchange and MS skype for business. The company was founded by Alan Creighton in 2001 and is headquartered in Atlanta, GA.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

3i Private Equity is a private equity firm, founded in 1945. The firm is headquartered in London, United Kingdom with additional offices around the world.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.

Fox Ventures LLC (Fox Ventures) is a venture capital subsidiary of Fox Development Corp. founded in 2002 by Peter B fox. The firm is headquartered in Champaign, Illinois.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Morgan Creek Capital Management is a private equity firm founded by Mark W. Yusko in 2004. The firm is headquartered in Chapel Hill, North Carolina.

Wilson Human Capital Group, Inc. engages in the provision of solutions for recruitment process outsourcing and human capital consulting. It offers total talent solutions, recruitment process outsourcing, contingent workforce solutions, executive search, talent consulting, and employment branding. The company was founded by John B. Wilson in 2002 and is headquartered in Tampa, FL.

Bridge Growth Partners LLC (Bridge Growth Partners) is a private equity firm founded in 2013 by Joseph M. Tucci, Alok Singh and Sander M. Levy. The firm is headquartered in New York.

Accelerant Management LLC (Accelerant Ventures) is a venture capital firm founded in 2012 by Chris Heivly. The firm is headquartered in the Durham, North Carolina.

Kian Capital Partners LLC (Kian Capital Partners) is a private equity firm founded in 2011 by Rick Cravey and Kevin Mccarthy. The firm is headquartered in Charlotte, North Carolina.

A-Level Capital Management LLC (A- Level Capital) is a venture capital firm founded in 2015 by Elizabeth Galbut and Demi Obayomi. The firm is headquartered in Baltimore, Maryland.

Sonoma Brands Capital (Sonoma Brands) is a private equity firm founded in 2015 by Jonathan Sebastiani. The firm is headquartered in Sonoma, California.

Ambina Partners LLC (Ambina Partners) is a private equity firm founded in 2015 by Greg M Share. The firm is headquartered in Miami, Florida.

SDC Capital Partners LLC (SDC Capital Partners) is a private equity firm founded in 2017 by Todd Aaron. The firm is headquartered in New York.

Clad Innovations Ltd. develops wearable enviro-tracker that uses internal sensors to measure air quality, temperature and humidity. The company was founded by Kevin Richard Hart, Alim Jaffer and Laura Moe in 2013 and is headquartered in Vancouver, Canada.

Upper90 Capital Management LLC (Upper90 Capital Management) is a venture capital firm founded in 2018. The firm is headquartered in New York.

Cigna Ventures LLC (Cigna Ventures) is a venture capital subsidiary of Cigna Holding Co founded in 2018 by Richards Tom. The firm is headquartered in Bloomfield, Connecticut.

SteelSky Ventures LLC (SteelSky Ventures) is a venture capital firm founded in 2017 by Maria Velissaris. The firm is headquartered in Atlanta, Georgia.

Halle Capital Management LP (Halle Capital) is a private equity firm founded in 2019 by JP Gutfreund. The firm is headquartered in New York.

Join Parachute 1 LLC is a company that has reimagined the plasma donation experience by providing an easy-to-use app, transparent payments, and modern centers. The company is based in Corsicana, TX. The company's focus is on making it simple for people to earn money by donating plasma.

Assembly Technologies, Inc. is a digital publisher based in Canada that is rapidly growing. As a part of Redbrick, the Canadian company uses advanced technology to engage audiences, scale content, and deliver results. Assembly is leading the way in the publishing industry by utilizing intelligent technology to attract and retain long-term readers for its advertisers. The private company has an in-house media team and content experts who are changing the way publishers and advertisers interact with their readers. Assembly provides free, quality, on-trend, and fact-driven content to engaged readerships worldwide across five dynamic brands. Powered by intelligent technology, Assembly Digital Media delivers the content readers need, exactly when they need it.