Shawn Adams

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Medtronic ATS Medical, Inc. develops, manufactures and markets medical devices for the treatment of structural heart disease. The company was founded on November 09, 2000 and is headquartered in Minneapolis, MN.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

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.

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.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Compass Group Equity Partners LLC (Compass Group Equity Partners) is a private equity firm founded in 2015. The firm is headquartered in St. Louis, Missouri.

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.

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.

Food Service Exchange LLC is an online marketplace for the commercial food service equipment and supply industry. Food Service Exchange is based in Flower Mound, TX. The company focuses on overstock, discontinued, and scratch & dent inventory, offering over 2,000 SKUs at an average discount of over 50% of today's market price. The company connects food service operators with food service manufacturers and dealers, providing benefits for all. The company was founded by Michael Lyons, Keith W. Jaffee, and Matthew Jaffee. The CEO is Roger Filizetti.

Maurice Sporting Goods LLC wholesales musical instruments and sporting goods. Its product applications include fishing, hunting and other outdoor recreation markets, serving mass retailers and independent dealers. The company was founded by Maurice Olshansky in 1923 and is headquartered in Northbrook, IL.

The Bazaar, Inc. is an American company that offers a mix of sophisticated cuisine, artful service, and playful theatrics. The private company's flagship restaurant, the bazaar by José Andrés, provides a dining experience that goes beyond just a meal and turns into a celebration.

GLJ LLC designs, manufactures and distributes consumer products. It specializes in cooling, hydration and patio, pool, and beach solution. The company was founded by Linda M. Usher in 1992 and is headquartered in Chicago, IL.

Oliver Technology Corp. engages in the provision of legal services. It develops a platform that read pleadings, capture data, and coordinate appearances. The company was founded by Austin Chang, Eric Sonnier, and Thomas Michael in 2015 and is headquartered in Washington, DC.

Ironspring, LLC (Ironspring) is a venture capital firm founded in 2019 by Ty Findley, Adam Bridgam and Peter John Holt. The firm is headquartered in Austin, Texas.

Middleton Partners LLC (Middleton Partners) is a private equity firm founded in 2001 by Keith W. Jaffee. The firm is headquartered in Northbrook, Illinois.

Middleton O2cool Investors LLC operates as holding firm. The company was founded in 2018 and is headquartered in Northbrook, IL.

NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland.

Cipla BioTec Pvt Ltd. manufactures pharmaceutical products. It focuses on research, development, manufacturing and marketing of biosimilars, in the fields of cancer, auto-immune diseases, respiratory diseases and diabetes. The firm products include CBT 124, CBT 127 and CBT 128. The company was founded by Khwaja Abdul Hamied in 1935 and is headquartered in Salcette, India.

Newlight Partners LP (Newlight Partners) is a private equity firm founded in 2018. The firm is headquartered in New York.

SpringTime Ventures LLC (SpringTime Ventures) is an independent venture capital firm headquartered in Denver, Colorado. The firm was founded in 2016 by Matt Blomstedt and Rick Patch.

Blockchain Capital LLC (Blockchain Capital) is a venture capital firm founded in 2013 by Alison Davis, William Bradford Stephens, Paul Bartlett Stephens, and Brock Pierce. The firm is headquartered in San Francisco, California.

Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Formed by Shannon Cross in 2003, Cross Research LLC is an independent research firm located in Livingston, New Jersey. They specialize in technology equity research. Coverage areas include information technology hardware, imaging technology and enterprise software.