Rob Ferguson

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.

Qwest Communications International, Inc. engages in the provision of broadband Internet-based data, voice, and image communications services. The company was founded in 1996 and is headquartered in Denver, CO.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Republic Financial Corp. (Republic Financial) is a private equity firm founded in 1971. The firm is headquartered in Denver, Colorado.

RevUnit LLC provides digital product development and agency services. It specializes in digital marketing, disruptive innovation, software development, mobile applications, and web development. The company was founded by Joseph Saumweber and Michael Paladino in 2012 and is headquartered in Bentonville, AR.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota.

Mountaingate Management Co LLC (Mountaingate Capital) is a private equity fim founded in 2016 founded by Bennett R. Thompson, Stewart A. Fisher, and Bruce L. Rogers. The firm is headquartered in Denver, Colorado.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Inventus Power (Delaware), Inc. develops and manufactures innovative power systems. Its products include battery packs, chargers and docking stations, power supplies, and embedded wireless modules. The company was founded in 1967 and is headquartered in Woodridge, IL.

Sparebox Self Storage, LLC is a national self-storage platform that aims to build a scalable, American national self-storage company by acquiring clusters of undervalued assets in smaller markets or in the suburbs of larger markets. Sparebox Storage is led by industry veterans Steve Treadwell and Chuck James, and their mission is to deliver value through innovative operational, technology, and marketing solutions. The company was founded in 2020 by Chuck James and is sponsored by Rizk Ventures. The CEO of the company is Kate S. Matheny.

Technology Partners LLC engages in the provision of healthcare billing automation software and revenue cycle management applications. Its products include Imagine RIS, TrueICE, MedFM, Intellugence-fm, MedMS and Anywhere. The firm’s services offer patient payment plans, healthcare billing collections, healthcare infrastructure support and electronic claims services. The company was founded by Sam F. Khashman in 2000 and is headquartered in Charlotte, NC.

Caliber Midstream Partners LLC provides midstream and infrastructure services. It offers crude oil, natural gas gathering, transportation, treating, and processing services. The company was founded on October 1, 2012 and is headquartered in Denver, CO.

Pentec Health, Inc. engages in the provision of patient-specific, and anticipatory compounded sterile medications. Its medications are used for administration in dialysis centers, as well as providing in-home Targeted Drug Delivery through nursing services and complex pharmaceutical products to patients who require access outside of a hospital setting. The company was founded by Gerald M. Francesco on April 28, 1983 and is headquartered in Glen Mills, PA.

Bold Orange Co. provides human relationship management solutions. It offers strategic consulting, technology services, creative services, analytics and insight, program management, and fundraising services. The company was founded by Margaret Murphy and is headquartered in Minneapolis, MN.

Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas.

Real Chemistry, Inc. is an end-to-end healthcare experience group that leverages advanced AI-powered insights, diverse expertise, and customer-centric ideas to transform the healthcare industry. Real Chemistry is based in New York, NY and has subsidiaries in Canada, United Kingdom, and United States. The company helps healthcare professionals better understand, reach, and engage patients, while creating healthcare experiences that span diagnosis to adherence. The company was founded in 2001 by Jim Weiss. Shankar Narayanan has been the CEO of the company since 2022.

Uppurpose, Inc. provides information technology services. The private company is based in Denver, CO.

Elite Sem Holdings LP is an investment holding private company. The company is based in Denver, CO. The CEO of the company is Benjamin A. Kirshner.

Trafficware LLC engages in the research, design, and development of software and electronic equipment to support the transportation industry. it also engages in building transportation management infrastructure for the next generation of smart cities. The company is headquartered in Sugar Land, TX.