James M. Carney

Cognos ULC provides business intelligence software solutions. It offers application development software and services such as product support, consulting, and training. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT.

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Workgroup Technology Corp. develops collaborative product data management software solutions. Its clients include ABB Inc., Baker Oil Tools, Eaton Corp., FlightSafety International, General Electric Co., and Siemens Energy & Automation Inc. It was founded in 1992 and is headquartered in Tewksbury, MA.

Part of Cisco Systems, Inc., GeoTel Communications Corp. is a telecommunications company that specializes in providing GIS services for the telecommunications industry. The company is based in Lowell, MA. GeoTel's distributor program is designed to help channel partners capitalize on the fast-growing telecommunications infrastructure data market. The company's GIS services include digitizing carrier routes for FCC compliance, digitizing records of fiber route information, and creating custom carrier maps. GeoTel Communications was acquired by Cisco Systems, Inc. on June 24, 1999 for $1,729.47 million.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.

Pamplona Capital Management LLP (Pamplona Capital Management) is a private equity firm founded in 2005 by Alexander Mark Knaster. The firm is headquartered in London, United Kingdom.

expressor software Corp. provides semantic data integration software solutions to mid-market organizations in North America. The company was founded by John Russell and Robert J. Potter in 2007 and is headquartered in Radnor, PA.

Verizon Connect Fleet USA LLC provides fleet management solutions. The company was founded on October 22, 2004 and is headquartered in Waltham, MA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Computervision Ltd distributes, services, and repairs computer equipment and software. The private company is based in Coventry, UK.

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

S&P Global Ratings provides independent credit risk research. It offers issuer credit ratings that provide an opinion on the overall capacity of an entity to meet its financial commitments, issue credit ratings that provide an opinion of the creditworthiness of an obligor with respect to a specific financial obligation(s) or specific financial program and loan ratings. The company is headquartered in New York, NY.

Verizon Connect NWF, Inc. designs and develops wireless networking systems. It offers the integrated GPS tracking and diagnostic monitoring system for wireless vehicle management. The company is headquartered in San Diego, CA.

Commonwealth Capital Ventures Corp (Commonwealth Capital Ventures) is a venture capital firm founded by Michael Fitzgerald, Jeffrey Hurst and Stephen McCormack in 1995. The firm is headquartered in Boston, Massachusetts.

Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY.

Datamedic Corp. wholesales machinery and equipment. The private company is based in Hauppauge, NY.

George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY.

Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA.

Qvidian Corp. provides cloud-based Request for Proposal (RFP) and proposal automation applications. Its services are used for sales proposals, security questionnaires, presentations, due diligence questionnaires, and sales playbooks. It offers advisory services, content services, managed services, technical services, and education and training. The company is headquartered in Chelmsford, MA.

Profitero Ltd. provides online insights for retailers and brands. It offers reach and scale of online data collection in the industry. The company was founded by Volodymyr Pigrukh, Dmitry Vysotski and Kanstantsin Chernysh in 2010 and is headquartered in Dun Laoghaire, Ireland.

The Entrepreneurs' Fund Management Services LLC (The Entrepreneurs' Fund) is a venture capital firm founded in 1989 by Jeff Webber. The firm is headquartered in San Mateo, California.

BitSight Technologies, Inc. offers data analytics and security software. It offers vendor risk management, bench marking, cyber insurance, mergers and acquisitions, enterprise vendor discovery, and national cyber security solutions. The firm's products include BitSight security ratings, discover and sovereign security ratings. The company was founded by Nagarjuna Venna and Stephen Boyer in 2011 and is headquartered in Boston, MA.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Strategy & Resources LLC provides financial services. The firm identifies critical markets, clarify priorities, master the data, and evaluate potential. The company is headquartered in Dayton, OH.

Lumaverse Technologies LLC provides software solutions for constituent management and engagement, including scheduling, registration, membership and fundraising management. Its brands include SignUpGenius, TimeTap, NonProfitEasy, Fundly, AtoZ Connect, MembershipToolkit, GoSignMeUp, and LearningStream. The company is headquartered in Charlotte, NC.