Marsha Hefner

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

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.

TL Ventures Inc (TL Ventures) is a venture capital subsidiary of Safeguard Scientifics, Inc. founded in 1988 by Robert Keith. The firm is headquartered in Wayne, Pennsylvania.

Plan Express, Inc. offers solutions for construction document management, printing, logistics and delivery. It offers plan express printing, digital document, plan management and construction solutions. The company was founded by Dewayne E. Adamson in 1994 and is headquartered in Memphis, TN.

GoNoodle, Inc. provides online resource of health education tools. The firm's research-based products are designed to get kids moving and to develop healthy behaviors that last a lifetime. Its interactive products are used by teachers, parents, and kids to address important youth health issues, including physical activity, nutrition, and social and emotional well-being. The company was founded by John Marchica and John Herbold in 1999 and is headquartered Nashville, TN.

Jefferson National Financial Corp. provides annuity products and services. It offers its products and services through its subsidiaries. The company was founded on May 17, 2006 and is headquartered in Louisville, KY.

Apixio, Inc. operates as a data science company for healthcare. Its patented cognitive computing platform extracts and analyzes clinical data in electronic and PDF health records, generating deep insights into patient health. The firm feeds these insights into applications such as HCC Profiler which enables HCC coding review. The company was founded by Shahin Hedayat, Shawn Dastmalchi, Imran Chaudhri and Bob Rogers in 2009 and is headquartered in San Mateo, CA.

Armor Defense, Inc. provides secure cloud web hosting solutions. Its services include professional, on-boarding, compliance, secure portal, and API. The firm also provides HIPAA and PCI compliant cloud hosting solutions to protect valuable websites and business assets. It offers secure cloud server, high performance cloud, compliance, managed, and business continuity solutions. The company was founded by Chris Drake in 2009 and is headquartered in Richardson, TX.

Zift Solutions, Inc. engages in the provision of a channel marketing automation platform. Its products include channel as a service, partner relationship management, channel marketing and management, and channel-focused learning management. It offers creative services, channel engagement services, trainings, and workshops. The company was founded by B. Scott England and Kenneth Romley in 2006 and is headquartered in Jersey City, NC.

Complete Holdings Group, Inc. provides workers compensation revenue solutions. It develops and deploys resources business intelligence through its business entities. The firm houses the development, global information technology, corporate marketing, human resources and legal functions for its companies. The company was founded by David Iskowe in 2000 and is headquartered in Franklin, TN.

ProviderTrust, Inc. provides software for the healthcare risk mitigation and technology services. It offers credentialing and information management solutions for healthcare facilities, individual providers, and staffing agencies. The company was founded by A. Michael Rosen and Christopher Redhage on July 2, 2010 and is headquartered in Nashville, TN.

Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

DialogTech, Inc. provides voice-based marketing automation solutions. It offers a suite of applications that enable businesses to connect, measure, and optimize sales and service calls to marketers, salespeople, and support professionals to automate voice interactions, and generate and track leads. The firm offers solutions for call tracking, hosted interactive voice response, call routing, call management, voice broadcasting, real-time reporting, toll-free numbers, SMS notifications, dynamic phone numbers, phone number cleansing, developer APIs, integration, keyword spotting, store locator, virtual receptionist, call recording, call forwarding, and click to call. The company was founded by Irvin M. Shapiro in 2007 and is headquartered in Chicago, IL.

Bulldog Solutions, Inc. provides marketing performance software and agency services. It offers Marketing Cloud, an end-to-end suite of enterprise SaaS software developed for the unique needs of B2B marketing organizations. The firm offers strategy & planning, marketing technology, creative, media and analytics services. The company was founded in 2002 by Robert G. Solomon and Todd Davison and is headquartered in Austin, TX.

All Web Leads, Inc. designs and develops a customer acquisition marketing technology and services platform. The firm auto, health, life, home, renters, senior health, long term care, disability, and annuity insurance leads. The company was founded by James Waltrip and Ryan Lenn Patterson in 2005 and is headquartered in Austin, TX.

OpinionLab, Inc. provides automated web feedback systems. Its solutions are used for website optimization, online advertising, business intelligence, online surveys, intelligent support, and digital applications. The firm’s services include implementation design, data collection methodologies, voice of customer analysis, and feedback reporting. The company was founded by Rand B. Nickerson and Mark A. Treschl in 1999 and is headquartered in Chicago, IL.

PowerPlan, Inc. engages in the provision of accounting, tax, and capital budgeting optimization solutions for capital asset-intensive businesses. It offers solutions in utilities, oil and gas, public sector, telecom, transportation, resources, support and maintenance, income tax, property tax, fixed assets, and lease accounting. The company was founded by Mark E. Heinemann and Patricia G. Pelling in 1994 and is headquartered in Atlanta, GA.

Penn Mezzanine Partners (Penn Mezzanine) is a private equity firm founded in 2009. The firm is headquartered in Wayne, Pennsylvania.

EnableComp LLC provides revenue cycle management solutions. It specializes in correcting and collecting worker's compensation underpayments to hospitals and physicians by insurance companies. The firm's solutions include CompDirect, CompRecover, CompResolve, CompAdvocate and ContractVue. The company was founded by David Iskowe in 2000 and is headquartered in Franklin, TN.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

RedBird Capital Partners Management LLC (RedBird Capital Partners) is a private equity firm founded in 2013 by Gerry Cardinale. The firm is headquartered in New York.

Novu LLC develops health technology platform. It offers solutions in the areas of health programming, community management, gamification mechanics, consumer-centered communication, rewards management, technology and data integration, health screening management, daily program management, and reporting and analytics. The company was founded by James C. Wicka, Thomas C. Wicka, and John D. Wicka in 2010 and is headquartered in Minneapolis, MN.

Majority Strategies LLC provides political consulting services. It specializes in direct mail and mobile advertising. It produced mail for winning candidates seeking every office from the Courthouse to the White House as well as trade and professional organizations. The company was founded by Sam Van Voorhis in 1996 and is headquartered in Jacksonville, FL.

Kukui Holdings, Inc. provides marketing software solutions for the automotive repair industry. The firm’s flagship product includes all-in-one success platform that helps in customized online marketing, conversion rate optimization, customer relationship management, revenue tracking, search engine marketing, email marketing and retention and dedicated marketing director. The company was founded by Ryan Wilmot in 1996 and is headquartered in San Jose, CA.

Equiscript LLC manages pharmaceutical delivery programs. It offers pharmacy claims management, home delivery pharmacy, patient care and mail order pharmacy services. The company was founded in 2009 and is headquartered in North Charleston, SC.

KEEPS Corp. provides retail automotive service department analytics, repair order analysis, and service management support services for automotive retail service operations in the United States and Canada. It offers solutions in the areas of training and coaching, and dealer management system. The firm also provides insights in the areas of perfect pricing, and pay plan development and management. The company was founded by Vernon Branch in 1994 and is headquartered in Raleigh, NC.

V1 Sub Opco LLC engages in the software development business. Its services include full stack web development, enterprise solutions, and mobile solutions. The company was founded by Jonathan Bolt and Daniel Gore in 2014 and is headquartered in Atlanta, GA.

ASH Ventures LLC (ASH Ventures) is a private equity firm founded in 2003. The firm is headquartered in Atlanta, Georgia.

One Mnet Health provides revenue cycle management and technology solutions to the surgical industry. The company is based in Aliso Viejo, CA and has subsidiaries in the United States. The company partners with over 900 surgical facilities nationwide and is the preferred vendor to leading ASC management companies. The company's brand, PaySuite, is a white-labeled payment technology platform that helps surgical facilities and their providers grow their business by improving the patient-pay experience. One Mnet Health unites the clinical and financial patient experience, enabling better patient care and financial outcomes. The company was founded by David Hamilton and has CEOs Derek Smith and Derek D. Smith.

Braemont Capital Management LLC (Braemont Capital) is a private equity firm founded in 2021 by Robert Covington. The firm is headquartered in Dallas, Texas.

Softvision LLC creates end to end digital products and solutions that connect brands with consumers that result in rewarding interactions. It offers retail information technology services, including custom application development, integration, consulting, merchandising, analytics, mobility, vendor management and infrastructure. The company was founded by Laurentiu Russo in 1994 and is headquartered in Oakland, CA.

Constellation Affiliated Partners LLC engages in the provision of insurance consolidating platform. The company is headquartered in New York, NY.

Zift Channel Solutions, Inc. engages in the business of technology. The company is headquartered in Jersey City, NJ.

Next Tier Connect LLC creates a unique investment platform. It acquires, optimizes and manages a diversified national portfolio of select real estate. The company is headquartered in Monroeville, PA.

SmashFly Technologies, Inc. provides software services. It offers marketing automation software. The company is headquartered in Concord, MA.