David Trone

MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Founded in 2007, Fox-Pitt Kelton Cochran Caronia Waller LLC is a broker/dealer located in New York City, with additional offices in Chicago, West Hartford, Connecticut, London, San Francisco, Boston, Hong Kong and Tokyo. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK). They focus on the global financial services industry, particularly on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation.

Fox-Pitt, Kelton Securities, a subsidiary of Fox-Pitt, Kelton Ltd., is a broker/dealer headquartered in New York City with additional offices in Boston and Hartford, Connecticut. Founded in 1971, the firm offers a full array of investment services, specializing specifically in the global financial services industry focusing on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. They are a member of the NASD.