Charlie Tallard

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Berkley Capital LLC (Berkley Capital) is a private equity subsidiary of W.R. Berkley Corp founded in 2002. The firm is headquartered in Miami, Florida.

FSV Payment Systems, Inc. provides electronic payroll and debit card processing services for employers, government agencies, rebate and incentive companies, and banks and financial service companies. It offers prepaid programs in the areas of ePayroll and payroll, government benefit, retail and gift, promotion and incentive, prepaid, and healthcare cards. The company was founded in 1999 and is headquartered in Jacksonville, FL.

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.

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.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.

SIRIS Capital Group LLC (SIRIS Capital Group) is a private equity firm founded in 2011 by Frank Baker, Peter Berger and Jeffrey Hendren. The firm is headquartered in New York, the United States.

VaporStream, Inc. develops software applications. It offers secure and compliant, private internet messaging and high level executive communications. The company was founded by Amit Shah and Joseph Collins, Jr and is headquartered in Chicago, IL.

Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY.

Interlaken Capital, Inc. specializes in investments in middle-market companies, leveraged acquisitions and industry consolidation. The company is headquartered in Greenwich, CT.

TIP Capital is an independent equipment finance company created in January 1999 by former senior executives of AT&T Capital Corporation. TIP Capital was formed to engage in the sale, lease financing and remarketing of technology, telecommunications and medical technology equipment and to provide business finance solutions to its end-user customers and business partners. TIP Capital originates new lease transactions with end-user customers, either directly or indirectly, through strategic vendor finance programs, performs remarketing services, buys and sells equipment in both the retail and wholesale markets and acquires portfolios of existing equipment lease transactions for investment. To support these dedicated businesses and maintain its leadership role in each market, TIP Capital has made significant investments in the latest technology platforms and software systems to provide its customers and business partners with state-of-the-art products and services delivered over the Internet. The ability to access information and transact business quickly and securely via the Internet is vital in today’s economy. TIP Capital’s online credit applications, credit scoring, lease quote generators and assetCONNECT asset management software provide their customers and business partners access to the information they need to run their businesses. With a physical presence throughout the United States as well as Canada and Mexico, TIP Capital provides comprehensive asset financing and management services across North America. In 2012, TIP Capital upgraded its IT platform by deploying a private cloud hosted at The Markley Group’s flagship datacenter located in Boston, Massachusetts to provide their customers and partners with a flexible, scalable and highly available platform that significantly increases performance and availability while reducing their power consumption.

J.F. Lehman & Co. (JF Lehman) is a private equity firm founded by John Francis Lehman, Donald Glickman and Keith E. Oster in 1992. The firm is headquartered in New York with an additional office in Arlington, Virginia.

Solovis, Inc. provides multi-asset class portfolio management and reporting solutions for foundations, endowments, pensions, and family offices. It offers platform that generates detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable and transparent reports that empower investors spanning the front to back office. The company was founded by Josh Smith and Caleb Doise in 2013 and is headquartered in Birmingham, AL.

Accion International (Private Equity) (ACCION International) is a venture capital firm, a subsidiary of ACCION International founded in 1961. The firm is headquartered in Washington.

SQAD LLC provides business solutions for planning and managing advertising investments. Its products include national data, local data, and planning and analytical tools. The firm offers media cost data to advertising agencies, media buying companies, advertisers, television and radio stations, cable companies, program syndicators, and Internet publishers. The company was founded in 1970 and is headquartered in Tarrytown, NY.

Senske Lawn & Tree Care, Inc. provides lawn, tree and pest control services. It offers weed, ant, bed bugs, pest bird, rodent, scorpion, spider, and stinging insects control, and termite treatment. The firm also provides grounds maintenance and holiday lighting services. The company was founded by Bill Senske in 1947 and is headquartered in Kennewick, WA.

Bregal Sagemount (Bregal Sagemount) is a private equity subsidiary of Bregal Investments LLP founded in 2012 by Adam Fuller, Michael Kosty and Pavan Tripathi. The firm is headquartered in New York.

FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO.

Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto.

Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY.

Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY.

A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL.

Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.