Kathleen T. Thompson

The Stephens Group LLC (Stephens Group) is an independent Private Equity firm founded in 2006 by W. R. Stephens and Elizabeth Stephens Campbell. The firm is headquartered in Little Rock, Arkansas.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

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.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Lunia Capital LP is an independent hedge fund management firm headquartered in Dallas, Texas. The firm was founded by Vikas Lunia in 2016. Lunia Capital provides investment advisory services to one or more private investment funds and/or separately managed accounts. Investors in the fund and/or owners of managed accounts may include, but are not limited to, high net worth individuals, family offices, fund-of-hedge funds, endowments, foundations, trusts, charitable organizations, pension plans, and corporate or business entities.

PricewaterhouseCoopers Corporate Finance LLC provides financial advisory services. The company is headquartered in Chicago, IL.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Benesch, Friedlander, Coplan & Arnoff LLP provide legal services. Its practices include commercial finance & banking, construction, corporate & securities, executive compensation & benefits, health care & life sciences, immigration law, insolvency & creditors’ rights, intellectual property/3ip practice group, commercial finance & banking, construction, corporate & securities, executive compensation & benefits, health care & life sciences, immigration law, insolvency & creditors’ rights and intellectual property. The company was founded by Alfred A. Benesch, Jerome M. Friedlander and I. Robert Morris in 1938 and is headquartered in Cleveland, OH.

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.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

Part of GrafTech International Ltd., GrafTech Global Enterprises, Inc. provides financial services. The company is located in the US.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

Quantumblack Visual Analytics Ltd. provides data analytics consulting services. It specializes in profitability variance, delivery performance, asset maintenance, product development, predictive maintenance, auto development, client engagement, and branch optimization. The company was founded by Simon Guy Williams in 2009 and is headquartered in London, the United Kingdom.

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.

Pearlman Group LLC develops and distributes branded abrasives, diamond tools and equipment. The company is headquartered in Waltham, WA.

Part of Catalyst Acoustics Holdings, Inc., Catalyst Acoustics Group is the parent company of an elite group of acoustic, seismic, vibration, and noise control companies. The company is based in Agawam, MA. The independent brands, channels to market, products, and services offered by each business remain unique, while leveraging the scale, deep functional expertise, broad channel reach, and significant financial resources. Joe Lupone has been the CEO of the company since 2020.