Zachary Barket

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.

SkyMall is a multi-channel, direct marketer offering high-quality, innovative merchandise from top direct marketers and manufacturers through its SkyMall catalog and web site, skymall.com. The SkyMall catalog is seen by approximately 88% of all domestic air passengers reaching more than 650 million air travelers annually. SkyMall also offers turn-key merchandise and fulfillment solutions for loyalty marketing programs. The SkyMall brand is almost universally known among affluent and well-educated travelers who are receptive to innovative, unique products. SkyMall is owned by NY-based private equity fund, Spire Capital Partners and The Greenspun Corporation. Corporate offices are located in Phoenix, Arizona. SkyMall was founded in 1990.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

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.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Oh To Be Kids Ltd. provides education services. It offers classes in karate, gymnastics, cheerleading, dance, music, drama, art, science, technology, sports, and languages. It also provides birthday parties, homeschool, parent night out, play groups, field trips, general admission and unlimited free play. The company was founded by Andy Sherrard and Danny Stevens in 1992 and is headquartered in Gainesville, FL.

Dynamic Quest, Inc. engages in the provision of information technology (IT)services. It offers hosted cloud services, disaster recovery, managed IT, service plans, application support, virtual Chief Information Officer, and security services. The company was founded by Javier Gomez, Jen Wong, and Dylan Ritter on January 1, 2000 and is headquartered in Greensboro, NC.

The Inception Co. LLC operates as a technology driven production company. The firm's production and broadcasting, creative video production and virtual meeting platforms. The company was founded by Doug Mack and Omar Mangalji in 2014 and is headquartered in Fairfield, NJ.

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).

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.

Just Marketing, Inc. operates as a motorsports marketing firm. It provides strategic marketing solutions, program management, and advertising services to the motorsports and car entertainment industry. The company was founded by Zakary C. Brown in 1995 and is headquartered in Zionsville, IN.

Lexington Partners LP (Lexington Partners) is a private equity firm, a subsidiary of Franklin Resources Inc founded in 1994 by Brent R. Nicklas. The firm is headquartered in New York.

Professional Bull Riders LLC operates and organizes bull riding events. It conducts bull riding events and tours in the U.S., Australia, Brazil, Canada, and Mexico. The company was founded by Ted Nuce,Jim Sharp, Hedeman Tuff, Adam Carrillo, David Bailey, Aaron Semas, Gilbert Carrillo, Daryl Mills, Clint Branger, Bobby Delvecchio, Mark Cain, Cody Lambert, Jerome Davis, Mike Erikson, David Fournier, Brent Thurman, Ty M. Murray, Cody Custer, Scott R. Mendes and Randy Bernard in 1992 and is headquartered in Pueblo, CO.

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.

Waller Capital Corp. engages in the provision of investment banking focused exclusively on the media, communications and information industries. It provides mergers and acquisitions, private placements, restructurings and valuation services. The company was founded in 1982 and is headquartered in Albany, New York.

Lighthouse Technologies Holdings Corp. engages in the development of Light Emitting Diode (LED) technology. It offers LED video display solutions for multiple indoor & outdoor applications. The company was founded by Josh Stellick in 1995 and is headquartered in Seattle, WA.

Vector Marketing Corp. markets kitchen cutlery, accessories and sporting knives. The firm operates as a direct sales distributor for Cutco Cutlery. It has offices in Puerto Rico, the United States and Canada. The company was founded in 1981 and is headquartered in Olean, NY.

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.

Highline Media LLC was formed in October 2003 to acquire The National Underwriter Company, the leading publisher and reference provider to the insurance and financial industries. Magazine brands include the National Underwriter Property, Casualty and Life, Health weeklies, Claims, Tech Decisions, Insurance Advocate and Florida Underwriter, the reference tools Tax Facts and Fire, Casualty & Surety Bulletins, along with 150 other books and electronic products, and three conference events. In May 2004, the company added insurance and banking data assets, including regulatory, M&A and publicly traded data, from The Thomson Corporation. In the fall of 2005, Highline acquired Wealth Manager Magazine from Bloomberg and Research and Futures magazines from Adams Business Media. The company has 250 employees and revenues of $50 million. The company is backed by Spire Capital, a private equity firm whose current fund is making investments totaling $260 million, and the banks Harris Nesbitt, Brown Brothers Harriman and Wells Fargo.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

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.

Carpathia Hosting, Inc. provides information technology and managed hosting solutions. It offers cloud computing, managed hosting, colocation and continuous assurance platform. The company was founded in 2003 and is headquartered in Dulles, VA.

Rainbow Early Education Holding LLC engages in the provision of early education services primarily for children in the Pre-K age group and K-8 age group. It also offers enrichment programs to facilitate exploration of music, dance, art, athletics, fitness, interaction and community. The firm serves families and blue-chip enterprises including corporations, hospitals and universities The company was founded by Patrick G. Fenton on May 3, 2010 and is headquartered in Troy, MI.

Ariston Global LLC acquires, develops, make investments and operates communications services companies. The firm provides software products and services to a global, diversified set of communication service providers, DOD/Federal Agencies, large municipalities and select enterprise customers. The company was founded by Kevin Dickens and Steve M. Dubnik in 2006 and is headquartered in Pittsford, NY.

Trax Group, Inc. operates as a freight audit and payment company. Its services include cost allocation, settlement, business intelligence and freight audit. The firm operates a technology platform that includes analytics to help customers manage and control transportation spending. The company is headquartered in Scottsdale, AZ.

NetFortris, Inc. provides VoIP services to small and medium size businesses. It offers voice services, such as hosted VoIP and session initiation protocol trunking, as well as FlexSmart, a way to streamline communications needs by combining voice and data services onto one single connection via a private network. It also provides broadband solutions which include managed Ethernet, multiprotocol label switching, and T1 Internet access. The company was founded by Brandon Chaney, Anthony Zabit and John Cruz in 1994 and is headquartered in Seattle, WA and Plano, TX.

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.

Pen-Link Ltd. provides software solutions for law enforcement, security, and intelligence applications. its products include Pen-Link version 8, LINCOLN collection systems, LINCOLN collection servers, LINCOLN access points and Pen-Proxy. The company was founded by Michael L. Murman in 1987 and is headquartered in Lincoln, NE.

Giza Singer Even Ltd. is an Israeli company that provides financial advisory and investment banking services. The private company is based in Ramat-Gan, Israel. The CEO of the company is Yariv Philosoph.

EQT Partners, Inc. is a Private Equity firm, a subsidiary of EQT Partners AB founded in 1994. EQT Partners, Inc. is headquartered in New York.

CCP Investment Partners AB (Ceder Capital) is a private equity firm headquartered in Stockholm, Sweden. The firm was founded in 2014.