Amir Salari

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

GMT Capital Corp. is a private, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. It was founded in 1993 by Thomas Claugus. The firm provides discretionary and non-discretionary investment advisory services to their advisory clients, which are private investment vehicles and separately managed accounts, by recommending, or managing and directing, the investment and reinvestment of their assets.

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.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

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.

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.

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.

Soma Global, Inc. is a technology company based in Tampa, FL. Soma Global's primary focus is on saving lives and protecting first responders by delivering modern, best-of-breed public safety solutions. The company's team of public safety and technology veterans understands and respects the value of a partnership with an agency. Soma Global's public safety as a service (psaas™) platform offers the best computer-aided dispatch, mobile dispatch, records management, and jail solutions on the market. The company is a leading technology partner providing critical response & operating software solutions for law enforcement, first responder, and government agencies. The company was founded in 2017 by Peter J. Quintas and Nick Stohlman. Peter J. Quintas has been the CEO since 2020.

Spectrum Vision Partners LLC provides management services. It serves ophthalmology practices and ambulatory surgery centers throughout the New York, New Jersey, and Connecticut Tri-State region. The firm offers billing and collections, marketing, financial and accounting services, benefits and payroll management, and information technology services. The company is headquartered in Albany, NY.

Sunvair Aerospace Group, Inc. provides landing gear overhaul and component repair services for commercial and military aircrafts. The firm also offers non-destructive testing (NDT) and hydraulic testing, repair, and overhaul. The company was founded in 2014 and is headquartered in Valencia, CA.

Innovative Labs LLC is a biotech and engineering firm that specializes in the research and development of advanced products for air purification, water extraction and purity, security technologies, and other fields of invention and science. The private company is based in Petaluma, CA. The company design, engineer, and prepares for manufacture and production the final products, providing necessary support to ensure product life.

Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

TSIC, Inc. is a non-profit organization that aims to help low-income youth break the cycle of poverty through education. The non-profit company is based in Fort Lauderdale, FL. The company's mission is to provide opportunities for underprivileged students to achieve success in their academic and personal lives. Jillian Hasner has been the CEO of the company since 2015.

PayIt LLC engages in the provision of digital government and payment platform. It offers courts and citations, environmental services, health and human services, motor vehicle, parks and wildlife, professional licensing, public safety, taxes, turnpike and tolling, and utilities solutions. The company was founded by John P. Thomson, Michael Plunkett, and Ryan Townsend in 2014 and is headquartered in Clayton, MO.

Kitson & Partners LLC is private real estate development company. The firm is focused on creating responsible, forward-thinking, sustainable residential communities and retail shopping centers. The company was founded by Sydney Kitson and Richard Brockway in 2002 and is headquartered in Palm Beach Gardens, FL.