Moiz Dawoodbha

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities.

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.

The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

Alvarez & Marsal Holdings LLC provides financial advisory services. It offers corporate performance improvement, private equity services, restructuring and turnaround, tax, disputes and investigations, valuation, and regulatory and risk advisory. The company was founded by Antonio Clemente Alvarez and Bryan Paul Marsal in 1983 and is headquartered in New York, NY.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Huron Capital Partners LLC (Huron Capital) is a private equity firm founded in 1999. The firm is headquartered in Detroit, Michigan.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

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.

Bell Helicopter Textron, Inc. manufactures vertical lift aircrafts. Its services include blade repairs; maintenance, repairs, and overhauls; and customizing. The company was founded by Lawrence D. Bell in 1935 and is headquartered in Fort Worth, TX.

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.

Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Platinum Equity LLC engages in mergers, acquisitions, and operations of companies. The company is headquartered in Beverly Hills, CA.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

Fiveable, Inc. operates as social learning platform with live group learning for students and teachers. The company was founded by Amanda Doamaral and is headquartered in Milwaukee, WI.

Splash Financial, Inc. provides medical student loans. It offers refinancing opportunity to college graduates and medical professionals. The company was founded by Steve Muszynski in March 2013 and is headquartered in Cleveland, OH.

Trust LLC (Trust Ventures) is a venture capital firm founded in 2018 by Salen Churi and Brian Tochman. The firm is headquartered in Austin, Texas.

Aldine Capital Partners, Inc. (Aldine Capital Partners) is a private equity firm founded in 2005 by Michael J. Revord. The firm is headquartered in Chicago, Illinois.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Coin Metrics, Inc. is an investment research and holding firm headquartered in Cambridge, Massachusetts. The firm was co-founded by Timothy “Tim” Rice and Nicolas “Nic” Carter in 2017 as an open-source project to determine the economic significance of public blockchains. Coin Metrics provides crypto financial intelligence, network data, market data, index and network risk solutions to institutions touching crypto assets.

Charter Private Capital Management, Inc. (Charter Private Capital) is a venture capital/private equity, subsidiary of Charter Capital Holdings, Inc. founded in 1989. The firm is headquartered in Grand Rapids, Michigan.

Avvir, Inc. engages in the development of an automating construction monitoring software. It offers a system of record for buildings from construction through demolition. The company was founded by Tina Odhner and Raffi Holzer and is headquartered in New York, NY.

Mobile Loaves & Fishes, Inc. is a social outreach ministry based in central Texas. The American company has been empowering communities into a lifestyle of service with the homeless since 1998.

Veryable, Inc. operates as an on-demand labor marketplace for manufacturing, logistics, and warehousing. The firm provides businesses with labor pools and work arrangements. The company is headquartered in Dallas, TX.

Managed Return Capital Assets LLC (Managed Return Capital Assets) is a venture capital firm founded in 2013. The firm is headquartered in Dallas, Texas.

Kasita LLC provides residential construction services. The company is based in Austin, TX. The company was founded by Jeff Wilson.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Fiducient Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Robert A. DiMeo in 1995 as DiMeo Schneider & Associates LLC. They are owned by Fiducient Holdings LLC, ultimately held by NFP Holdings LLC. Fiducient Advisors provides investment consulting and investment management services to retirement Plan Sponsors, endowments and foundations, individuals and families and financial institutions.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.