Jamison Monroe

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

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.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

Aptuit LLC engages in the development of pharmaceutical and biotechnological products. Its offerings include drug design and discovery, preclinical biosciences, API development and manufacture, solid state chemistry, solid and oral dosage form development and manufacture, integrated drug discovery and drug development, Aptuit INDiGO, and physical and analytical chemistry services. The company was founded in December 2004 and is headquartered in Greenwich, CT.

GE Healthcare, Inc. manufactures and distributes diagnostic imaging agents and radiopharmaceuticals for imaging modalities that are used in medical imaging procedures. It offers dyes that are used in magnetic-resonance-imaging procedures. The firm also manufactures medical diagnostic equipment including CT image machines. It develops healthcare technological solutions for medical imaging and information technologies, medical diagnostics, patient monitoring systems, disease research, drug discovery and biopharmaceutical manufacturing. The company was founded in 1994 and is headquartered in Princeton, NJ.

Havencrest Capital Management LLC (Havencrest Capital) is a private equity firm founded in 2017 by Christopher W. Kersey. The firm is headquartered in Dallas, Texas.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Carlyle U.S. Equity Opportunity Fund invests in lower middle market companies located in the US and Canada. The fund targets companies operating in the fields of aerospace & defense, technology, consumer & retail, telecom & media, industrial and healthcare. It provides financing for smaller buyouts, corporate divestitures, corporate partnerships and platform build-up transactions with an investment size ranging from $25 to $150 million. It makes control, joint-control and structured minority investments.

Circle of Care, Inc. provides speech, occupational, and physical therapy services. The company is based in San Antonio, TX and has subsidiaries in the United States. The company was founded in 2007, and the CEO is Jimi Ellis. Circle of Care was acquired by Two Sigma Impact on July 12, 2021.

Centre Partners Management LLC (Centre Partners) is a private equity firm founded in 1986 by Lester Pollack. The firm is headquartered in New York with additional offices in Los Angeles.

Strathspey Crown LLC (Strathspey Crown) is a private equity firm founded in 2012 by Robert Grant. The firm is headquartered in Newport Beach, California.

Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Odyssey Behavioral Healthcare LLC provides behavioral healthcare facilities. It operates behavioral health and substance abuse treatment facilities in Tennessee and Florida. The company was founded in 2015 and is headquartered in Brentwood, TN.

Part of Convex Group Ltd., Convex Insurance UK Ltd. is a company that provides insurance and reinsurance services. The company is based in London, UK. The British company was founded in 2019 by Stephen John Oakley Catlin, Paul David Brand. The CEO is Theo Butt.

Digital Insurance LLC engages in the provision of employee benefits and human resources solutions. It offers compliance services, human resource consulting, health and wellbeing, pharmacy consulting, and captive solutions. The company was founded by Michael Sullivan in 2000 and is headquartered in Atlanta, GA.

Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN.

Onex Partners (Onex Partners) is a private equity subsidiary of ONEX Corp. founded in 1984 by Gerald W. Schwartz. The firm is headquartered in Toronto, Canada.

Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research.

US Community Behavioral LLC provides of community-based residential and behavioral services. Its services include supported living, licensed group homes, employment services, and, therapy-based behavioral services. The company was founded in 2013 and is headquartered in New York, NY.

Chesapeake Eye Care Management LLC is a company based in Annapolis, MD and has subsidiaries in the United States. The company supports ophthalmology practices and surgery centers through expert leadership, sharing of best practices, and the backing of a leading middle-market private equity firm. The company offers a comprehensive range of services, including routine eye exams, lasik surgery, and treatment for various ocular diseases. The company has over 140 practitioners and a footprint that includes 60 practice locations and 11 surgery centers across several states. Chesapeake Eye Care Management LLC has unified many of the leading clinical practitioners in the market by leveraging its experienced management team, scalable technology and systems, and well-developed back-office functions. The company was founded in 2017 by Michael Dunn and Maria Scott, with Michael Dunn serving as the CEO since then.

Vizient, Inc. engages in the provision of healthcare performance improvement services. Its offers clinical-supply integration, service line success, and quality and accountability performance management. The company was founded in 2015 and is headquartered in Irving, TX.

Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC.

WakeMed Health & Hospitals provides health care services. It also provides heart and vascular, neurosciences, orthopedics, women’s pavilion and birthplace, surgical, imaging, laboratory, endoscopy, nursing facilitates, guest, food and nutrition and volunteer services. The firm has offices in Clayton, Apex, Cary, and Zebulon. The company was founded in 1961 and is headquartered in Raleigh, NC.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.