Blanton Winship

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

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.

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.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama.

Banyan Capital Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Gary Watkins in 1987. They provide investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or other business entities.

Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor.

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.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

AppNeta, Inc. develops network performance management software solutions. Its monitoring solutions include SaaS and web applications, remote locations, and cloud adoption. The company was founded by Fred Klassen, Matt Stevens, Gordon Janzen, Irfhan Rajani, and Kelly Frank Daniels in 2000 and is headquartered in Boston, MA.

Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL.

Vaco LLC provides staffing services. The firm offers consulting, executive search, permanent placement, strategic staffing and corporate relocation services. It serves to the technology, manufacturing, retail consumer, energy and utilities, and financial services industries. The company was founded by Jerry D. Bostelman, Brian Waller and Jay Hollomon in 2002 and is headquartered in Brentwood, TN.

The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N. Martin JR. The firm is headquartered in Nashville, Tennessee.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Arlington Capital Advisors LLC (Arlington Capital) is a private equity firm headquartered in Alabama, US.

Marquee Insurance Group LLC is a commercial insurance company that specializes in providing services to the transportation industry. The company is based in Roswell, GA and was founded in 2014 by Kevin Nolan and Fritz Owens. The company's range of services benefits owner-operators, and they are deeply established within the transportation industry. The company strives to provide excellent service and superior protection to their clients with their programs and packages.

OTR Solutions LLC engages in the provision of trucking factoring services. It offers factoring, recourse and non-recourse, customer approvals, fuel adances, back office support, and OTR capital app services. The company was founded in 2011 and is headquartered in Roswell, GA.

Payhawk LLC provides payment processing solutions. The company is based in Roswell, GA. The company was founded by Kevin Nolan.

4612 Group LLC (private equity) (4612 Group) is a private equity firm founded in 2016 by Jeffrey Bicksler & J.T. King The firm is headquartered in Atlanta, Georgia.

PreFi LLC provides financing for long haul trucking insurance premiums. The American company offers benefits for both agents and insureds, including agency experience, easy access through an online portal, 24/7 customer service, immediate commission collection, custom integrations, eForms, and a client portal that is easy to use. The company has experience in the trucking industry and aim to make the insurance process more accessible and convenient for their clients. The company was founded by Kevin Nolan.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Coyote Logistics UK Ltd. provides logistics services. It specializes in cross-channel and international freight, freight prices, truck capacity across Europe. The company was founded on December 24, 1999 and is headquartered in Dover, the United Kingdom.

Part of Two Roads Advisors LLC, Inflection Brands is a company that provides mergers & acquisitions advisory services. The company is based in Austin, TX. The company was founded by Richard Lindeman. Richard Lindeman has been the CEO since incorporation. Inflection Brands was acquired by Two Roads Advisors LLC on November 30, 2023.

Ten Oaks Group (Ten Oaks Group) is a private equity firm founded in 2020 by Matt Magan and Mike Hahn. The firm is headquartered in Charlotte, North Carolina.

Landing Platform LLC engages in the leasing of fully-finished urban apartments. Its amenities, including an on-call concierge service, all managed through a seamless app experience. The company was founded by William Ira Smith and is headquartered in Birmingham, AL.