Andrew Firman

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

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.

Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado.

Liquidia Technologies, Inc. is a clinical biopharmaceutical company focused on the development and commercialization of human therapeutics using its proprietary PRINT technology to transform the lives of patients. It operates in two segments: Pharmaceutical Products and Partnering & Licensing. The two product candidates from its pipeline: LIQ861 for the treatment of pulmonary arterial hypertension and LIQ865 for the treatment of local post-operative pain. Liquidia Technologies was founded by Joseph M. DeSimone, Ashok K. Mendiratta, Edward T. Samulski, William R. Kenan, Ginger Denison and Jason Rolland in 2004 and is headquartered in Morrisville, NC.

Webscale Networks, Inc. provides cloud-based web and application performance software. Its products include CloudMaestro, a complete, fully scalable Software-as-a-Service application delivery network, improves the speed, availability and reliability of web and mobile applications for small and medium businesses and; CloudMaestro with Application Scaling. The firm's solution delivers intelligent traffic optimization, predictive right-sizing, self-healing, web content acceleration and security in a single unified application delivery fabric, which provides faster site speed indexes while nearly eliminating downtime. It offers professional support and professional services for cloud-based applications. The company was founded in 2012 by James T. Smith II, Vladimir V. Shestak and Robert L. Shires and is headquartered in Menlo Park, CA.

Maxtena, Inc. designs and manufactures beam forming and antenna solutions. Its products includes antenna, wifi antenna, and micro strip patch antenna. The company was founded by Stani Licul and Nathan Cummings in 2007 and is headquartered in Rockville, MD.

Mindoula Health, Inc. provides technology services in biotechnology development. the company was founded by Steve Sidel in July 2013 and is headquartered in Silver Spring, MD.

410 Medical, Inc. operates as a medical device company. It develops LifeFlow for fluid resuscitation to help patients with life-threatening illnesses such as sepsis. The company was founded by Mark Donald Piehl and Luke Miller Roush in 2013 and is headquartered in Durham, NC.

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.

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.

Maryland Technology Development Corp (Maryland Technology Development) is a venture capital firm founded in 1998. The firm is headquartered in Columbia, Maryland.

Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado.

Sovereign's Capital II LP seeks investment opportunities in middle market companies located in the United States and Southeast Asia with revenues ranging from $10 to $100 million. The fund targets companies operating in the fields of healthcare, IT, consumer products and services. It provides financing for growth, seed and early-stage capital requirements with an investment size ranging between $250K and $2 million.

Bio-Green Planet, Inc. is an American US-based company that has been manufacturing microbes for 30 years. The private company's products have a variety of applications, including treating wastewater, increasing crop and shrimp farm yields, remediating soil, and reducing odors.

Factor[E] Ventures Ltd (Factor[E] Ventures) is a venture capital firm founded in 2013 by Bryan Willson. The firm is headquartered in Fort Collins, Colorado.

60hertz, Inc. is a maintenance and training software that helps operators manage critical, remote, energy assets. The company was founded on October 30, 2016 by Piper Foster Wilder and is headquartered in Anchorage, AL.

Colorado State University Ventures, Inc. provides intellectual property, licensing, partnership-building and entrepreneurship services. It offers business technology transfer and commercialization services. The firm provides its services to the corporate, private and government sectors. The company was founded in 2007 and is headquartered in Fort Collins, CO.

PT Mahakarya Artha Sekuritas is a private company based in Jakarta Pusat, Indonesia that provides securities trading services. The Indonesian company was founded in 1990. Megawati Andrew Soewardi has been the CEO of the company since 2012.

Island Water Technologies, Inc. offers packaged and solar powered wastewater treatment solutions. Its products include regen, sentry and clear pod. The company was founded by Patrick Kiely in 2013 and is headquartered Charlottetown, Canada.

Odyssey Energy Solutions, Inc. is the all-in-one industry platform to make distributed energy data useable and actionable. The company was founded by Cathy Zoiand and Emily McAteer and is headquartered in Boulder, CO.

HOMER Energy LLC provides training, advisory and analytic services and community tools. Its services include consulting, training and market access. The company was founded by Peter Lilienthal in 2009 and is headquartered in Boulder, CO.

RMKB Ventures (RMKB Ventures) is a venture capital firm founded in 2015. The firm is headquartered in Jakarta, Indonesia.

PT Urban Teknologi Digital provides online recruitment services. It is an applicant tracking system and recruitment software that helps staffing agencies and HR departments to streamline hiring process. The company was founded by Benson Kawengian, Hengki Sihombing and Jepri Sinaga and is headquartered in DKI Jakarta, Indonesia.

Maryland Venture (Maryland Venture) is a venture capital subsidiary of Maryland Technology Development Corporation (TEDCO) founded in 1994. The firm is headquartered in Columbia, Maryland.

3d Lacrosse, Inc. offers lacrosse training, clubs and events. It offers training for individuals and teams, hosts events, tournaments, select travel teams, recruiting showcases and leagues for different levels of organized competition. The company was founded by Jamie Munro in 2009 and is headquartered in Denver, CO.

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.

Part of Xero Ltd., Trilogy Software, Inc. operates as a Canadian tax preparation software company for accountants and bookkeepers. The company is based in Calgary, Canada. The company was founded in 2010 by Christy Jones. Trilogy Software was acquired by Xero Ltd. from Franchise Group, Inc. on December 30, 2021 for $47.86 million.

PT Aksi Visitama develops and offers gift cards. The firm provides end-to-end services in loyalty and gift card industries, including gift card processing, distribution through its corporate sales and retail partners. It products include Tada, Fokado and gift cards. The company was founded in 2012 and is headquartered in South Jakarta, Indonesia.

Summit Healthcare Indonesia operates as a medical training and simulation company. It specializes in continuing medical education, nursing development, american heart association international training center and human resource management. The company is headquartered in Jakarta, Indonesia.

EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms.