Greg Briley

Intelli-Mark Technologies, Inc. provides on-demand ticketing software. It offers ticketing, marketing and service solutions for clients and customers. The company was founded by Travis J. Janovich in 2000 and is headquartered in Morrisville, NC.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002.

Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA.

DaySmart Software, Inc. develops and sells business management software. The firm?s solutions include salon iris, 123pet, inkbook and orchid. Its core technologies include online booking, reputation management, financial reporting, strategic marketing, business performance dashboards, staff management, text marketing, quickbooks sync and client database. The company was founded by Christianna Rose Jackson and Mark Roderick Jackson in 1999 and is headquartered in Wixom, MI.

Kroll Bond Rating Agency, Inc. provides credit rating services. The firm also provides other banking and financial services. The entity was founded by Jules B. Kroll in 2010 and is headquartered in New York, NY.

loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

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.

CardWorks, Inc. provides credit card services such as adjustment and collection services. The firm provides services through CardWorks Servicing and Merrick Bank divisions which include third-party services of credit cards and issues, collections, risk management and portfolio management. The company was founded by Donald M. Berman in 1987 and is located in Woodbury, NY.

RF Investment Partners LLC (RF Investment Partners) is a private equity firm founded in 2017 by Peter Fidler and Peter E. Rothschild. The firm is headquartered in New York.

The Entrepreneur Center operates an online resources communities platform. The private company is based in Nashville, TN. The company was founded by Robert A. Frist. Jane Hanner Allen has been the CEO of the company since 2019.

MediaNews Group, Inc. engages in the provision of news and media content. It offers news and local websites, electronic editions, mobile websites, email programs, and social media feeds. The company was founded by William Dean Singleton and Richard B. Scudder in March 1985 and is headquartered in Denver, CO.

Part of Live Nation Entertainment, Inc., echomusic LLC is a company that provides online services. The company is based in Nashville, TN. echomusic was acquired by Ticketmaster Entertainment, Inc. on March 19, 2007.

Chalkline Sports, Inc. offers freeplay sports prediction games to build player databases for leading casinos, operators, affiliates, and media companies. The company is based in Nashville, TN. The company's real-time sports prediction games engage patrons during sporting events and build loyalty databases with sports prediction contests. Chalkline was recognized for helping clients build, engage, and monetize their loyalty databases. The company was founded in 2016 by Daniel Kustelski, who has been the CEO since 2016.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.

Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA.

AmWINS Group, Inc. engages in the provision of insurance products and services. It offers property, casualty, professional lines, small business, personal lines, standard lines, group benefits, and underwriting programs. The firm serves the public entity, construction, energy, environmental, transportation, healthcare, hospitality and entertainment, manufacturing and distribution, professional and financial services, and real estate industries. The company was founded in 1998 and is headquartered in Charlotte, NC.

Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN.

PRIMIS Marketing Group, Inc. provides database marketing services and information solutions. It offers data sourcing and enhancement, modeling and analysis, data management, and optimization. The firm serves the printing, agency, travel and hospitality, financial services, healthcare, ecommerce, energy and utility, retail, and telecommunication industries. The company was founded by Robert K. Sher in 2003 and is headquartered in Chicago, IL.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Cayan LLC provides secure payment processing solutions and merchant account services. Its products include genius platform, genius countertop, genius handheld, payment processing, gift and stored value, and equipment. The company was founded by Henry Helgeson and Scott Zdanis in 1998 and it is headquartered in Boston, MA.

Payroc LLC engages in the provision of payment processing solutions. It also offers merchant acquiring solutions together with key card brand network payment sponsorship registrations. The company was founded by Ryan Hallett, Adam Oberman, and Nicholas Oberman in 2003 and is headquartered in Des Plaines, IL.

Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

eSecLending, Inc. provides securities lending solutions. The firm offers collateral and liquidity services to institutional investors by utilizing its existing trading, operational and administrative capabilities in securities lending and repurchase agreements. The company was founded by Walter T. E. Danco in 2000 and is headquartered in Boston, MA.

Periscope Holdings, Inc. provides e-Procurement software solutions. The firm?s services include procurement transformation services, strategy development, organizational assessments, relevant benchmarking, process reviews, and strategic sourcing services. The company was founded by in 2001 and is headquartered in Austin, TX.

Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL.

Electronic Payment Providers, Inc. develops debt management and collections system solutions. The firm offers merchant services, security certification, ACH processing, virtual terminals, web portals, and online billing services. The company was founded by James A. Worman, Dan J. Willis, and John R. Mousheghian in 2003 and is headquartered in Phoenix, AZ.

PCP Managers LLC engages in the provision of investment advice. The company is headquartered in San Francisco, CA.

BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA.