Patrick McVickers

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.

Longview Asset Management LLC (Longview) is a multi-strategy investment firm headquartered in Chicago, Illinois. The firm was founded in 1998 and is owned by Henry Crown & Co. Longview manages accounts for wealthy individuals, families, and charities.

Topspin Management LLC (Topspin Management) is a private equity/venture capital firm founded in 2000 by Leigh Randall. The firm is headquartered in Mamaroneck, New York.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

Blue Cross & Blue Shield of Michigan, Inc. provides health insurance services. It offers and administers health care coverage, dental, vision and medicare supplement coverage, as well as workers' compensation insurance, health assessment and health care management services. The firm also delivers health care-related products and services. The company was founded in 1975 and is headquartered in Detroit, MI.

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.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Olympus Advisors LLC is an Independent Private Equity firm founded in 1988 by Robert S. Morris. The firm is headquartered in Stamford.

Alantra LLC is a registered broker-dealer and Member, FINRA headquartered in Boston, Massachusetts. The firm was formerly known as Downer & Co. LLC. Alantra is a subsidiary of Nplus1 US Corp. Their ultimate parent is Nmas1 Dinamia SA ("N+1"), an investment banking and asset management firm located in Madrid, Spain. N+1 merged with Downer & Co. in April 2016. They were rebranded as Alantra in September 2016. Alantra specializes in providing services to the global middle market.

Lightspeed Management Co. LLC (Lightspeed Venture Partners) is a venture capital firm founded in 1971. The firm is headquartered in Menlo Park, California. It was formerly known as Weiss, Peck & Greer Venture Partners.

Granite Creek Partners LLC (Granite Creek Partners) is a private equity firm founded in 2005 by Mark A. Radzik, Brian B. Boorstein and Peter G. Lehman. The firm is headquartered in Chicago, Illinois.

Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York.

Hunt Valve Co., Inc. manufactures valves, cylinders and engineered systems. The firm’s products include descaling system and pump by pass control products, directional valves, specialty cylinders and rotary joints. It specializes in severe duty valves and complementary engineered components and system solutions for applications that include primary metals, energy, process, and U. S. Navy nuclear-powered vessels. The company was founded in 1919 and is headquartered in Salem, OH.

Madison Capital Funding LLC (MCF) is a private equity subsidiary of New York Life Investment Management LLC and their ultimate parent is the New York Life Insurance Co founded in 2001. The firm is headquartered in Chicago, Illinois.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities.

Baker & McKenzie LLP provides legal services. Its corporate and finance teams regularly advise on, and co-ordinate, complex, cross- border transactions for their clients. The company was founded in 1961 and is headquartered in London, the United Kingdom.

Gerald R. Ford Presidential Foundation operates as a non-profit organization which supports the exhibitions and programs of library and museum which includes noted speakers, educational activities, and community events. The company is headquartered in Grand Rapids, MI.

Salem One, Inc. provides commercial printing and packaging services. Its services include packaging, direct marketing and mail, commercial printing, fulfilment and inventory management. The company was founded by Philip Kelley Sr., Janette Kelley and Don Whitaker in 1984 and is headquartered in Winston-Salem, NC.

Morgan Stanley Capital Partners (Morgan Stanley Capital) is a private equity subsidiary of Morgan Stanley founded in 1985. The firm is headquartered in New York.

Dickson, Inc. engages in the provision of asset protection and data analysis services. It offers mapping, installation, validation, and calibration services. The firm serves the hospital and healthcare, pharmaceutical, medical device manufacturers, food and beverage, and aerospace industries. The company was founded by Hunter A. Dickson in 1923 and is headquartered in Addison, IL.

Pride Engineering LLC designs and manufactures engineered, mission-critical, machine tools and equipment in the production of two-piece metal cans for the beverage and food industries. Its product offering includes can body-forming tool packs, can bottom formers or domers, precision grinders, and the guardian line of over travel sensors. The company was founded by Mark Zauhar and is headquartered in Minneapolis, MN.

Promus Equity Partners LLC (Promus Equity Partners) is a private equity subsidiary of Promus Holdings LLC founded in 2010 by J. Zachary Musso and Andrew W. Code. The firm is headquartered in Chicago, Illinois.

NewQuest Capital Advisors (HK) Ltd (NewQuest Capital Partners) is a private equity firm founded in 2011. Headquartered in Hong Kong.

Tilson Technology Management, Inc. provides information technology professional services. The firm specializes in wireless site acquisition, construction, and maintenance for cellular, smart grid, and government, fiber optic engineering, permitting, and construction management; information systems for the construction industry; software development and systems integration; and consulting in information technology strategy, project management, information security, broadband development, and energy capital project development. The company was founded by Mike Dow in 1996 and is headquartered in Portland, ME.

Tyree & D’Angelo Partners Management LP(Tyree & D’Angelo Partners Management) is a private equity firm founded in 2013 by James L. Tyree, Enzo D’Angelo and Michael Tyree. The firm is headquartered in Chicago, Illinois.

Energy Impact Partners LLC (Energy Impact Partners) is a private equity firm founded in 2014 by Steven Hellman. The firm is headquartered in New York.

MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California.

SDC Capital Partners LLC (SDC Capital Partners) is a private equity firm founded in 2017 by Todd Aaron. The firm is headquartered in New York.

Tusk Ventures Management LLC (Tusk Ventures) is a venture capital firm founded in 2015 by Bradley Tusk and Jordan Nof. The firm is headquartered in New York.

IPM Growth is a Private Equity/Venture Capital firm, a subsidiary of Infrapartners Management LLP founded in 2014 by Marian Bocek. IPM Growth is headquartered in London.

Michigan Capital Advisors LLC (Michigan Capital Advisors) is a private equity firm founded in 2016 by Charles G. McClure. The firm is headquartered in Birmingham, Michigan.