Annie L. Worthman

Altitude Ventures (Altitude Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Nashville, Tennessee.

Entrada, Inc. develops a healthcare technology platform for clinical documentation and data interchange services. It offers web-based technology platform for clinical documentation and data exchange that helps medical groups adopt and use electronic health records without losing physician productivity. The firm’s system also simplifies the challenges that hospitals and ambulatory surgery centers face in completing surgical notes, progress notes, and discharge summaries and sharing them with attending physicians for approval. The company was founded by Alexander Poston in 2010 and is headquartered in Brentwood, TN.

Clearwater Compliance LLC provides health care compliance and cyber risk management services for hospitals and health systems. Its services include Clearwater cyber risk, HIPAA risk analysis workshop, HIPAA privacy and breach notification assessment workshop, risk response workshop and HIPAA security assessment workshop. The company was founded by Robert Chaput in 2009 and is headquartered in Nashville, TN.

Part of Nintex Global Ltd., Nintex UK Ltd. is a market leader in end-to-end process intelligence and workflow automation. The company is based in London, UK. The British company helps businesses manage, automate, and optimize their processes with no code. The company was founded in 2012. The CEO is Eric Johnson.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors.

Symbiosis Capital Management LLC (SymBiosis) is a venture capital firm founded in 2019. The firm is headquartered in Bentonville, Arkansas.

WIT LLC is a family offices headquartered in Washington, DC. The firm is owned by Walton Enterprises LLC and they manage the assets of the Walton family and their related entities.

Spiras Health, Inc. is a clinical provider of care at home and other health-related services to individuals with complex, chronic needs. The company is based in Brentwood, TN. The company's approach to care delivery includes a combination of home-based services, telehealth, 2-way digital communications, and remote patient monitoring with a focus on reducing costs associated with avoidable hospital utilization. The company identifies and assess members with an elevated probability of avoidable costs, develop actionable plans of care, and address barriers including social determinants of health. Spiras Health optimizes engagement and activation by building trusting relationships. The company was founded by Brook Bishop. Scott Andrew Bowers has been the CEO of the company since 2021.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Landfund Partners (Landfund Partners) is a private equity firm founded in 2013 by John R. Farris. The firm is headquartered in Nashville, Tennessee.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests.

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.

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.

Round Hill Music Royalty Partners (Round Hill Music) is a private equity firm, a subsidiary of RP Management LLC /New York/ founded in 2010 by Josh C. Gruss. The firm is headquartered in New York, New York.