Leonard Lee

Rawlings Sporting Goods Co., Inc. manufactures and markets sports equipment. Its products are produced for baseball, hockey, basketball and football and NCAA (National Collegiate Athletic Association) merchandise. The company was founded in 1887 and is headquartered in St. Louis, MO.

The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas.

Cornerstone Brands Inc. sells online home, leisure, and casual apparels through catalogs. Its direct marketing brands include Ballard Designs, Frontgate, Garnet Hill, Improvements, Smith Noble, The Territory Ahead, and TravelSmith Outfitters. The company was founded in 1995 and is headquartered in West Chester, OH.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

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.

Sportsman's Warehouse, Inc. sells outdoor products. It offers hunting and shooting products, archery products, fishing and camping products, boating, optics, electronics, knives, and tools. The company was founded in 1986 and is headquartered in Midvale, UT.

Emergency Essentials LLC provides extended life food products and related emergency supplies and equipment. The company operates as a catalog company that provides food storage, water filtration, emergency and first aid kits, survival kits, camping gear, and disaster preparedness products. Its products are primarily sold through the company's catalogs and e-commerce sites. Emergency Essentials was founded by David Sheets in 1987 and is headquartered in Salt Lake City, UT.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

SEI VII LLC provides investment services. The company is headquartered in Marina del Rey, CA.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Carus Group, Inc. manufactures and supplies potassium permanganate products. It serves the municipal and industrial markets. The company was founded by Edward Hegeler Carus in 1915 and is headquartered in Peru, IL.

O'Melveny & Myers LLP provides legal services. Its practice areas include labor and employment, litigation, tax, and transactions. The firm serves high-tech companies in the areas of legal advice related to software licensing, intellectual property, and venture capital investments. The company was founded by Henry William O'Melveny in 1885 and is headquartered in Los Angeles. CA.

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.

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.

Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities.

Tomah Products, Inc. manufactures chemical surfactants for the petrochemical, mining, agriculture and industrial cleaning industries. Its products include cationic, nonionic, amphoteric, and amine oxide surfactants. The company was founded in 1967 and is headquartered in Milton, WI.

Imagitas, Inc. provides advertising, marketing and consulting services. It also provides direct mailing services through partnerships with state and federal government agencies. It was founded in 1992 by Brett H. Matthews and Chris Hessler and is headquartered in Waltham, MA.

Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.

FC Organizational Products LLC markets and distributes planner products. It offers form and tabs, plastics and insertables, hole punches, nameplate, storage cases and sleeves, pens and pencils, planner decorations, calendars, and books and audio. The company was founded by Hyrum W. Smith in 1983 and is headquartered in Salt Lake City, UT.

Part of Piper Sandler Cos., DBO Partners Holding LLC is an independent technology investment banking firm headquartered in the area. DBO Partners Holding LLC is based in Burlingame, CA. The company advises leaders on their most important strategic and financial transactions. The team of veteran advisors has led many of the largest and most complex transactions for leading companies and private equity firms in multiple key verticals across the technology landscape, including software, security, engineering, semiconductors & infrastructure, and emerging technology. The firm offers expertise in mergers and acquisitions, leveraged buyouts, restructurings, debt and equity capital raising, shareholder relations and financing, and general partner advisory services. The company was founded by Gordon Dean, Nicholas Osborne, Mark Bradley. DBO Partners Holding was acquired by Piper Sandler Cos. on October 10, 2022.

DataYes, Inc. is a fintech company based in Shanghai, China. The Chinese company is sponsored by senior financial and high-tech experts and invested in by China Wanxiang Holdings Co., Ltd. The private company combines big data, cloud computing, artificial intelligence, and other investment concepts to create an international first-class and revolutionary intelligent investment management platform. DataYes provides leading-edge alternative data on Chinese equities, best-in-class AI revenue forecasts, and Chinese language sentiment analysis. The company helps investors generate long-term alpha with advanced AI forecast and generate profit in short-term volatility via sentiment analysis. Radish investment research is the use of artificial intelligence, big data, and mobile application technology to analyze the intelligent investment research platform established by the stock fundamentals. Tonglian Data Co., Ltd. is a financial technology company initiated by senior financial and high-tech experts and invested by China Wanxiang Holdings Co., Ltd. committed to combining big data, cloud computing, artificial intelligence, AI recommendation, and other technologies with investment concepts such as quantitative investment, to create a world-class and revolutionary intelligent investment management platform. Tonglian Wealth, a leading intelligent fund research and asset allocation platform, with 20 years of industry accumulation, provides 360° in-depth customized services, and accompanies investors to reap long-term value.

ECHELON Partners, LLC provides security related services as well as electrical, mechanical, custodial, administrative, and tenant improvement services. The private company is based in Denver, CO.

Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

USI Insurance Services LLC engages in the provision of insurance brokerage and consulting services. It offers property and casualty, employee benefits, personal risk assessment, retirement consulting, affinity programs, and benefits wholesale. The company was founded in 1994 and is headquartered in Valhalla, NY.