Megan Heinz

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

Steelwedge Software, Inc. provides integrated business planning solutions. Its cloud-based sales and operations planning software connects people, process and technology to power a single view of a company’s business, powering reliable scenario modeling that pinpoints the financial impact of supply-demand trade-off decisions. The company also provides executive decision support, and demand and supply management solutions. The company was founded by Glen Margolis in 2000 and is headquartered in Pleasanton, CA.

Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.

Fairwarning LLC provides cross-platform healthcare privacy auditing solutions. Its solutions include patient privacy intelligence, managed privacy services, and FairWarning for cloud security. The company was founded by Kurt J. Long and is headquartered in Clearwater, FL.

Sterneck Capital Management LLC (SCM) is an independent registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Frank Sterneck in 1989. SCM offers wealth management services and investment advice relative to the purchase and sale of securities in the management of investment portfolios. Their clients are individuals, trustees, charitable organizations, corporations and plan sponsors.

Bio-Optronics, Inc. operates as a healthcare information technology company. The firm's products include CTMS, EDC, staff scheduling, tracker, treatment scheduler, barcoded point-of-care and patient ID and patient ID express. The company was founded in 1985 and is headquartered in Rochester, NY.

Ncontracts LLC engages in the provision of integrated risk management software and services for the financial services industry. Its product line includes a comprehensive set of risk management tools encompassing compliance, vendor management, and enterprise risk management. The company was founded by Michael L. Berman in 2009 and is headquartered in Brentwood, TN.

Zen Planner LLC provides membership management software solutions. Its software tools offers scheduling and integrated payment processing, automated email and website templates. The firm features automated communication, coach scheduling, and customized reporting. The company was founded by Bennie Pate and Filipina Pate in 2006 and is headquartered in Highlands Ranch, CO.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

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.

Prairie Capital Management LLC (PCM) is a wealth management firm headquartered in Kansas City, Missouri. The firm was founded in 1995 and was acquired by UMB Financial Corp. (NASDAQ: UMBF) in 2010. PCM provides wealth management and investment consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the US through offices in the Kansas City, Chicago and Dallas metropolitan areas.

North American Spine Society engages in the provision of education, research, and advocacy on spine care for patients. The company is headquartered in Burr Ridge, IL.

PlayMaker CRM, Inc. provides cloud-based customer relationship management solutions. Its solutions are designed specifically for post-acute care companies. The firm’s solutions include home health, hospice, long-term care, private duty, HME, and infusion. The company was founded by Adam D. Bishop in 2008 and is headquartered in Franklin, TN.

Novus Biologicals LLC develops and markets antibodies for scientific researchers in government, university, and biotech labs worldwide. It provides primary antibodies, secondary antibodies, antibody packs, lysates, peptides and proteins, antibody pairs, kits, RNAi, slides, isotype controls, support products, and various research reagents. Novus products are used in various research areas, including apoptosis, autophagy, cancer, DNA repair, epigenetics, epitope tags, GPCR, hypoxia, lipid and metabolism, loading controls, neuroscience, stem cell markers, cellular markers, immunology, and protein turnover. The company was founded by Karen M. Padgett in 1996 and is headquartered Littleton, CO.

S3 Ventures LLC (S3 Ventures) is a venture capital firm founded in 2005 by Brian R. Smith. The firm is headquartered in Austin, Texas.

eSecuritel Holdings LLC provides handset protection services. The company was founded in 2001 and is headquartered in Hilton Head, SC.

SPL, Inc. is a company that provides solutions to improve efficiency, profitability, safety, and sustainability in the energy industry. SPL has 19 locations nationwide and is based in Houston, TX with subsidiaries in Canada and the United States. The company offers analytical intelligence to optimize oil and gas production and marketability efforts. The company has partnered with leading energy companies to tackle some of the industry's most difficult challenges. The company was founded in 1944 by W. A. Frier, and Jeffrey C. Hibbeler has been the CEO since 2018.

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.

G Treasury SS LLC provides software for cash and treasury management services. Its solutions include cash management, funds transfers, financial instruments, accounting, banking, platform and connectivity. The company was founded by Orazio Manzi-Fe Pater and is headquartered in Lake Zurich, IL.

Centerbase LLC is a cloud-based legal operations system that offers a comprehensive feature set of billing, accounting, and practice management tools. The company is based in Dallas, TX and has subsidiaries in the United States. It automates routine tasks and connects them in a single collaborative workspace, liberating legal teams from manual work. Centerbase empowers midsize law firms to run their practice with confidence by providing configurable legal operations and client lifecycle management software solutions. The company was founded in 2003 by John Forbes, and Paul Bridgewater has been the CEO of the company since 2022.

SQL Sentry LLC delivers software products. It offers structured query language server, data monitoring, and cloud migration solutions. The company was founded by Greg Gonzalez and Ken Teeter in 2004 and is headquartered in Charlotte, NC.

SpineEX, Inc. develops medical devices. The firm’s products include expandable cage, retractor system and sterilization container. The company was founded by Andrew Rogers and Roy Chin on March 9, 2017 and is headquartered in Fremont, CA.

3PL Central LLC provides warehouse and online inventory management software solutions. Its offers 3PL and red rock warehouse manager and warehouse management platform for third party logistics provider, retail distributors, e-Commerce merchants, and manufacturers worldwide. The company was founded by John Watkins and Nancy Rohman in 2006 and is headquartered in Manhattan Beach, CA.

The Aspire Software Co. engages in the provision of business management software for landscape, snow & ice, and construction companies. Its services include training, AspireCare, implementation, and software updates. The company was founded by Kevin Kehoe and Mark Tipton in 2013 and is headquartered in Chesterfield, MO.

Great Range Capital LLC (Great Range Capital) is a private equity firm founded in 2010 by Ryan M. Sprott and Paul D. Maxwell. The firm is headquartered in Mission Woods, Kansas.

Nexus Systems Holdings LLC develops cloud based integrated accounts payable and procure-to-pay applications. The company is headquartered in Falls Church, VA.

ResMan LLC engages in the provision of technology solutions to the property management industry. It offers accounting, budgeting, reporting, and property management. The company was founded on June 13, 2016 and is headquartered in Plano, TX.

Sourcescrub LLC provides research and information management systems. The firm's products include affinity, dealcloud datacortex, salesforce, sugarcrm, and data warehouse. The company was founded by Tyler Fair and Prescott Nasser in 2014 and is headquartered in San Francisco, CA.

Apptega, Inc. designs and develops cyber security program for the building and maintaining. The company was founded by Armistead B. Whitney in 2017 and is headquartered in Atlanta, GA.

Inspect Point LLC is a cloud-based fire protection platform that provides inspection and service tools for service contractors and facility managers. Inspect Point is based in Troy, NY and has subsidiaries in the United States. The company offers a web portal and mobile app that helps manage inspections, proposals, and dispatching. Inspect Point was created by industry insiders and features a library of built-in NFPA & UL-C templates. The company aims to be at the forefront of technology advances in fire protection. The company was founded in 2015 by Jennifer Doyle and Padraic Doyle, with Padraic Doyle serving as CEO since then.

Syncro MSP is a software platform that provides managed service providers (MSPs) with a full-featured professional services automation platform (PSA), embedded remote monitoring and management solution (RMM), and built-in remote session tool. Syncro MSP is based in Seattle, WA and has subsidiaries in the United States. The platform helps MSPs save time and money by avoiding the need for multiple software solutions. Emily Glass has been the CEO of the company since 2021.

Fullbay, Inc. provides web-based heavy duty truck repair and shops management software. It specializes in shop management software, electronic authorization, and customer portals. The company is headquartered in Phoenix, AZ.

Servicecore, Inc. develops software that helps companies in the liquid waste industry roll-off rental companies. This software can manage their schedules, routes, customers, inventory (and more) to save time. The company is headquartered in Lakewood, CO.

PlanHub, Inc. engages in the development of cloud-based construction plan room and bidding software. Its platform allows general contractors to share project files and information with subcontractors. The company was founded by Kyle Conlan and Kevin Priddy in 2008 and is headquartered in West Palm Beach, FL.

The Recreational Group LLC specializes in the design, manufacturing and installation of recreational surfacing solutions. The firm offers tee lines and mats, court tiles, and playground designs. The company was founded by Steve White in 1998 and is headquartered in Dalton, GA.