Jonathan Mason

Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds.

Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans.

Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors.

K2 Towers REIT LLC is a Real Estate Investment Trust/REIT. The private company is based in New York, NY.

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York.

Senator Investment Group LP (Senator) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2008 and is majority owned, indirectly, by Douglas Silverman and Alexander Klabin. Senator provides discretionary investment advisory services to a variety of domestic and offshore private investment vehicles as well as to co-investment and special purpose investment accounts and vehicles.

Tamarix Capital Corp. operates as an investment firm and provides financing solutions. It focuses on investing in lower-middle-market businesses which are looking to achieve management buyouts, shareholder liquidity events, succession issues, generational changes, or are pursuing growth strategies. The firm has locations in Chicago and New York. The company was founded in 1994 by Mark S. Hauser and is headquartered in New York, NY.

All Metals Processing & Logistics, Inc. provides metal processing and storage services. It specializes in the transportation of flat-rolled metals. The company was founded in 2000 and is headquartered in Spartanburg, SC.

Continuum Health Alliance LLC provides administrative and financial management services to the healthcare sector. The firm's services include population health, practice management, network development and chronic care management. The company was founded by John M. Tedeschi in 1998 and is headquartered in Marlton, NJ.

DFI Capital, Inc. provides investment advisory services. The private company is based in Sacramento, CA.

Bolt On Technology LLC develops shop management software solutions. The firm's products include quick charge pro, welcome station kiosk, pit stop, mobile station bundle, pro pack and business automation. It offers solutions for the automotive repair and maintenance industry. The company was founded by Michael Risich in 2008 and is headquartered in Southampton, PA.

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.

Gramercy Property Europe III Ltd. operates as an investment holding company. The company was founded on October 2, 2017 and is headquartered in St. Helier, Jersey.

Valet Manager, Inc. engages in technology industry. The company is headquartered in Englewd Clfs, NJ.

Conversant Capital LLC (Conversant) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Summit, New Jersey. The firm was founded by Michael J. Simanovsky in 2020. Conversant provides discretionary investment management services to private funds, the securities of which are offered through a confidential offering memorandum to accredited investors.

Consensus Health LLC is a physician-owned and -governed medical group based in Marlton, NJ. The company comprises independent primary care providers and specialty doctors across 58 practices and 69 locations. Consensus Health offers clinical autonomy to its 160 member physicians, enabling them to focus on delivering high-quality patient care within their local markets. The company believes in fostering an environment of collaboration, participation, and respect. The company also owns and manages New Jersey's oldest independent physician association with over 1,000 providers throughout the state. Consensus Health was founded by Peter Bailey to empower both patients and physicians and create a better healthcare system.

Quintasen Holdings LLC develops exceptional neighborhoods with the belief that better living starts with a great neighborhood, fantastic amenities, and a no-maintenance way of life. The company offers newly-built houses for rent located in the best neighborhoods with professional management, modern amenities, and fantastic community perks for a maintenance-free lifestyle. The company is based in Pooler, GA. The company's inviting communities lay the foundation for residents to flourish and enjoy life to the fullest, allowing them more time to focus on creating unforgettable memories at home. With over 3,000 homes across 21 communities in its portfolio, Quintasen Holdings is a privately held real estate operating company focused on acquiring, developing, and operating dedicated single-family rental communities. The company was founded by David Neithardt, Joseph E. DaGrosa, Douglas Caraballo. The CEO is Richard H. Ross.

MAX Surgical Specialty Management LLC is a management services organization that partners with premier oral and maxillofacial surgery practices to provide a superior patient experience and drive clinical excellence. The company is based in Hackensack, NJ. MAX is committed to building the region's first OMS-only specialty platform where surgeons' autonomy, independent practice identity, and clinical excellence are organizational imperatives. The company is backed by MedEquity Capital, RF Investment Partners, and Kian Capital, and provides a superior platform to support strategic practice growth as well as scalable, effective, and efficient daily operations required to meet the needs of top-performing OMS practices. Founded by Jason M. Auerbach, Jeff T. Ward has been the CEO of the company since 2022.