L. Clayton Roberts

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Wellspring Capital Management LLC (Wellspring Capital Management) is a private equity firm founded in 1995 by Greg Feldman and Martin Davis. The firm is headquartered in New York.

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.

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.

Simpson Performance Products, Inc. engages in the provision of safety products for the motor sports industries. It offers helmets, head and neck restraints, racing suits, UTV and jeep seats, racing gloves, racing shoes, harnesses, and apparel and accessories. The company was founded by Bill Simpson in 1959 and is headquartered in New Braunfels, TX.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Mergent, Inc. provides financial information content online and publishes financial data. It offers research, analytics, data feeds, data collections, corporate actions, fixed income, private company and investor relations solutions. The firm’s advanced data collection services, cloud-based applications, desktop analytics and print products it is able to provide solutions from top down economic and demographic information, to detailed equity and debt fundamental analysis. The company was founded in 1900 and is headquartered in Charlotte, NC.

Teddy Bear & Friends publishes a collectibles magazine. It features collector tips, expert advice, bear making techniques, news, and show reports. The company was founded in 1983 and is headquartered in Iola, WI.

Pye-Barker Fire & Safety LLC distributes fire and safety equipment. The firm’s products and services include national accounts, 24-hour emergency service, backflow preventers, burglar alarms/CCTV, code compliance reporting, data center fire suppression, exit signs/emergency lighting, fire alarms, fire extinguishers, fire sprinklers, fire training, industrial paint booths, fire safety inspections, kitchen exhaust hood cleaning, restaurant fire suppression, marine fire suppression, specialty fire and vehicle fire suppression. The company was founded in 1946 and is headquartered in Alpharetta, GA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Caldwell & Gregory LLC offers laundry services. It serves university, apartment, commercial, and condominium markets. The company was founded by John Gregory in 1990 and is headquartered in Manakin-Sabot, VA.

Pegasus TransTech LLC provides document management and integrated document delivery solutions. Its products include TRANSFLO a document management and workflow solution to process, store, and retrieve business documents, such as proof of delivery, bills of lading, packing lists, receipts, employment applications, and accident reports. The company was founded by Leslie Berlin in 1998 and is headquartered in Tampa, FL.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Kroger Specialty Pharmacy, Inc. owns and operates pharmacy healthcare centers. It offers long-term care medication programs for skilled nursing and assisted living communities; specialized pharmacy services to individuals with chronic health conditions, including HIV/AIDS, Hepatitis C, respiratory conditions, diabetes, and organ transplantation, and mail-order and courier services that deliver medications to a provider facility, person's home, or office. The company is headquartered in Lake Mary, FL.

Palmetto Infusion Services, LLC provides health care services. It offers treatment, emotional consoling, and infusion services. The company is headquartered in West Columbia, SC.

The Advantage Software Co. LLC develops and offers business process management software. Its services include implementation, training, ongoing support, consulting, disaster recovery, users group, software enhancements and custom programming. The company was founded in 1977 and is headquartered in Mooresville, NC.

Huseby, Inc. provides court reporting and litigation support services. The firm’s trial services include trial presentation, document prep, demonstrative graphics, video services, courtroom and war room and equipment rental. The company was founded by Stuart Steven Huseby in June 1928 and is headquartered in Charlotte, NC.

Expedited Travel LLC provides passport and travel visa expediting services. It offers passport services, including new passport, passport renewal, lost passport, stolen passport, damaged passport, child passport, passport page, name change and second passport services. The firm also serves individuals through its portals. The company was founded by Adam Boalt and Myron Miller in 2007 and is headquartered in West Palm Beach, FL.

DMMR Holdings LLC provides specialty claims investigation services, processing technology, and data analytics. It processes residential and commercial heating, ventilation, and air conditioning (HVAC) and electronic claims through its HVAC Investigators and StrikeCheck brand names. The company was founded by Damon Stafford and Matt Livingston in 2011 and is headquartered in Charlotte, NC.

Ethos Risk Services LLC specializes in investigative services. Its services include adjusting, data support, investigation and security consulting and brand protection. The company was founded by Ed Cotilla in 2006 and is headquartered in St. Petersburg, FL.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

HEPACO LLC engages in the provision of emergency response, and environmental remediation. Its services include emergency response, industrial, marine, waste, and remediation. The company was founded by Ronald L. Horton, Sr. in 1984 and is headquartered in Charlotte, NC.

AGDATA LP provides analytical, consulting, data management and business process engineering services. The firm through its data solutions enables agriculture industry participants to collect and analyze sales data; develop and manage marketing strategies; and execute sales and marketing programs. Its SaaS-based industry-standard platforms manage grower identification, contact and licensing information and farm hierarchy information on an industry basis and collect and aggregates point-of-sale transaction information for the industry. The company was founded by Verl O. Purdy in 1985 and is headquartered in Charlotte, NC.

Armstrong Transport Group LLC provides logistics, consulting, and transportation services. It offers full service logistics services including full truckload, rail, refrigerated, heavy haul, expedited, and over dimensional. The company was founded by Christopher Cobb in 2006 and is headquartered in Charlotte, NC.

Landscape Workshop LLC engages in provision of landscaping services. It offers landscape maintenance, landscape construction, landscape enhancements, and facility services. The company was founded by Joey Dobbs and in 1984 and is headquartered in Birmingham, AL.

Process Equipment, Inc. manufactures installs, and repairs air, gas and material handling equipment. It offers onsite technical, construction, turnkey, preventive maintenance, and southern field services. The firm serves to the biomass, power, cement and lime, steel and metals, and paper industries. The company was founded in 1981 and is headquartered in Pelham, AL.

Deloitte Touche Tohmatsu Ltd. (United Kingdom) provides auditing, financial advisory, and tax consulting services. The company was founded on June 2, 2010 and is headquartered in London, the United Kingdom.

Charmides Capital LLC (Charmides Capital) is a venture capital firm founded in 2015 by Jack Eggleston. The firm is headquartered in Carmel, Indiana.

Fellowship of Christian Athletes provides sports coaching services. It offers coaches and athletes for the professional, college, high school, junior high, and youth levels. The company was founded by Don McClanen in 1954 and is headquartered in Kansas City, MO.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina.