Brian C. Beach

Comvest Partners Inc (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Foley & Lardner LLP engages in the provision of legal services. Its practice areas include employee benefits and executive compensation, environmental, estates and trusts, finance, international tax and transfer pricing, private equity and venture capital, real estate, securities, commodities and exchange regulation, taxation, and transactions. The company was founded by Asahel Finch and William Pitt Lynde on September 8, 1842 and is headquartered in Milwaukee, WI.

Adage Capital Management LP (Adage) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Phil Gross and Robert Atchinson in 2001 and is owned by Adage Capital Partners GP LLC. Adage provides investment advisory services to its sole client, Adage Capital Partners LP (ACP), a private investment fund. The firm does not manage any separate accounts.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Genesis Capital LLC provides investment and merchant banking services. Its services include sell side and buy side mergers and acquisitions, financial advisory, restructuring, and capital raising. The company was founded by Jonathan David Goldman and Jeremy Alexander Ellis in 2002 and is headquartered in Atlanta, GA.

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.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

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.

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.

Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida.

Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.

Florida Bankers Association operates as a non-profit organization which promotes the banking industry in the state. It offers capitol insights, leadership events and report, webinars, and event budget planning tool. The company was founded in 1888 and is headquartered in Tallahassee, FL.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida.

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.

Family Center, Inc. provides therapeutic, educational and preventative services to children and families. The company was founded in May 17, 1977 and is headquartered in Montvale, NJ.

CNCB (Hong Kong) Investment Ltd. provides investment services and is ultimately controlled by the Government of China. The company is based in Hong Kong, Hong Kong.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.

Curation Health LLC provides healthcare services. It offers providers and health plans navigate and scale from fee-for-service to value-based care. The company was founded by Kevin Coloton and is headquartered in Annapolis, MD.

Lykan Bioscience LLC provides outsourced end-to-end production and logistics solutions for pharmaceutical and biotech companies focused on cell and gene therapies. The company was founded by Anthony Rotunno and is headquartered in Hopkinton, MA.

Alterna Equity Partners LLC (Alterna Equity Partners) is a private equity firm founded in 2015. The firm is headquartered in Fort Lauderdale, Florida.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

Spectrum Vision Partners LLC provides management services. It serves ophthalmology practices and ambulatory surgery centers throughout the New York, New Jersey, and Connecticut Tri-State region. The firm offers billing and collections, marketing, financial and accounting services, benefits and payroll management, and information technology services. The company is headquartered in Albany, NY.

Sunvair Aerospace Group, Inc. provides landing gear overhaul and component repair services for commercial and military aircrafts. The firm also offers non-destructive testing (NDT) and hydraulic testing, repair, and overhaul. The company was founded in 2014 and is headquartered in Valencia, CA.