Terrance L. Newton

Founded in 1985, Perkins Capital Management, Inc. is a registered investment advisor located in Wayzata, Michigan. The firm provides investment advice to the following types of clients: individuals; IRAs, IRA rollovers, Roth IRAs & SEP accounts; trusts; estates; charitable organizations; corporations and other business entities; employee benefit plans (e.g. pension and profit sharing plans). They also provide investment advisory services to the Perkins Discovery Fund, a registered mutual fund, as well as Pyramid Partners LP, a Minnesota Limited Partnership.

PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients.

Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals.

Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities.

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

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.

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.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Virtual Radiologic Corp. provides teleradiology services. It engages in the development of software as a service-oriented workflow technology solutions for radiology using cloud computing hosted and managed through the internet. The firm also provides educational Webinars. It serves medical, radiologist, and hospital facilities in the United States. The company was founded by Eduard Michel in 2001 and is headquartered in Eden Prairie, MN.

Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities.

Palisade Asset Management LLC LLC (Palisade) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm is a predecessor to Palisade Investment Advisor LLC, which was founded in 2002. Palisade provides investment management and wealth advisory services to high net worth and institutional clients.

Lazard Middle Market LLC engages in financial advisory business. It specializes in strategic advice on mergers and acquisitions (M&A), restructuring, and capital raising. The firm’s M&A and Strategic Advisory service focuses on private equity and divestitures, privately-owned companies, corporate acquisitions and divestitures, and sale of public companies. Its Restructuring service consists of situation assessment, alternative assessment, and execution. The company was founded in 1980 and is headquartered in Minneapolis, MN.

Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota.

Carolina Steel Corp. processes, fabricates and distributes steel bridge framework products. The company makes steel beams for bridge and highway construction. It was founded in 1919 and is located in Greensboro, NC.

IPM, Inc. is a staffing firm specializing in contingent labor, payroll and contracted staffing services. Its solutions include contingent labor, employee Management and payroll, staffing and recruiting. The company was founded by Sheila R. McIlnay in 1992 and is headquartered in Houston, TX.

Cherrydale Farms, Inc. supplies fundraising programs and products for schools and organizations. Its products and services include premium chocolates and confections, magazine subscriptions, giftware, designer jewelry, delicious foods, cookie dough, gift-wrap and many more. It has manufacturing facilities in Allentown, Pennsylvania and it operates fulfillment centers in Texas and Michigan. The company was founded by Esther Cherry in 1907 and is headquartered in Allentown, PA.

Gray, Plant, Mooty, Mooty & Bennett PA provides legal services. The firm offers services in the areas of business, international law, litigation, labor and employment, environmental law, estate planning, securities and employee benefits. The company was founded by Charles Woods in 1866 and is headquartered in Minneapolis, MN.

Dorsey & Whitney LLP is a business law that provides legal solutions catering to the needs of business as they enter new markets, establish joint ventures overseas, and navigate international law. The company was founded in in 1912 and is headquartered in Minneapolis, MN.

Colonnade Advisors LLC is a financial advisory firm that specializes in providing merger and acquisition advisory services to clients in the financial services and business services sectors. The private company is based in Chicago, IL and has subsidiaries in the United States. The company offers capital raising solutions and has deep relationships with various investor groups, including mezzanine funds, private equity groups, and family offices. Colonnade has completed $8 billion of transactions over the last 20 years. The company was founded by J. Stuart Miller, and the CEO is Gina M. Cocking.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Hennepin County Bar Association provides legal services. The non-profit company is based in Minneapolis, MN.

Thrivent Asset Management (Private Equity) is a private equity firm, a subsidiary of Thrivent Asset Management LLC. The firm is headquartered in Minneapolis, Minnesota.

Northern Contours, Inc. manufactures wood and metal components for industry and kitchen cabinets. It also manufactures decorative laminate and veneer components for the millwork, home office, closet, office furniture, foils and papers, and hardwoods. The company was founded by Mike Rone and Duaine Miranowski in 1992 and is headquartered in St. Paul, MN.

Boulay PLLP provides accounting, tax, and financial consulting services. The firm offers assurance, business consulting, employee benefits, technology risk advisory, and wealth management. The company was founded in 1934 and is headquartered in Minneapolis, MN.

Standard Iron & Wire Works, Inc. engages in architectural metal works. Its services include welding, punching, tube bending, forming, and machining. The firm’s products include railings, stairs and atriums. The company was founded in 1930 and is headquartered in Monticello, MN.

Part of Universal Logistics Holdings, Inc., Trimodal, Inc. is a company that provides freight trucking services. The company is based in Minneapolis, MN.