Rochelle Delley

Upland Software I, Inc. provides project and portfolio management software solutions. The firm combines the robust project and portfolio management (PPM) functionality demanded by global organizations with the cost and speed-to-value benefits of cloud delivery and an unmatched level of flexibility. It offers a web-based tool for project and program management, tracking, reporting, collaboration and quality. The company was founded in 1998 by David Boghoss and is headquartered in Cambridge, MA.

AVP Management Services, Inc. (AVP Management Services) is a private equity/venture capital firm firm founded in 1979 by Joseph Charles Aragona, Ken Paul DeAngelis and Jeff C. Garvey. The firm is headquartered in Austin, Texas.

Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York.

Blum Capital Partners LP (Blum Capital) is an independent investment management firm headquartered in San Francisco, California. The firm was founded by Richard C. Blum in 1975. Blum Capital provides investment management services to various private, pooled investment funds. Investors in the funds include corporate and state/local pension and profit-sharing plans, trusts, endowments, foundations, charitable organizations and estates, corporations, limited partnerships, limited liability companies, banks and thrift institutions, and high net-worth individuals.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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).

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.

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.

Intelligent Business Entertainment, Inc. provides educational ethics and compliance training applications for mobile and web platforms. The company was founded by Adam Charin Sodowick in 2010 and is headquartered in Atlanta, GA.

McGinn Smith & Co., Inc. provides investment services. The private company is based in Albany, NY and has subsidiaries in the United States.

Access Media Advisory Ltd. provides corporate finance advisory services. The company was founded by Teresa Miles Walsh in 2003 and it is headquartered in London, United Kingdom.

Streetbroadcast Ltd. provides outdoor display advertising services. Its products include street TVs, street lights, street cleanings, free standing displays, and wall mounted displays. The company was founded in April 2001 by Lee Arthur and is headquartered in London, UK.

Vehix Transvision LLC develops an integrated and integratable transportation management system platform. The company is based in Austin, TX. The company was founded by Matt Cartwright and he has been the CEO since incorporation.

Onramp Funds, Inc. develops a financial platform for the e-commerce industry. The company is based in Austin, TX. The company was founded by Eric S. Youngstrom and he has been the CEO since incorporation.

ATHOS Group LLC provides physical security services by placing local, off-duty peace officers, as well as private investigation professionals. It specializes in providing local, off-duty peace officers, as well as private investigation professionals to deliver temporary security and investigative services at industrial, commercial and retail properties. The company was founded by Chris White in 2006 and is headquartered in Irving, TX.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

Payless Holdings LLC engages in the operation of retail shoe stores. It provides lifestyle, fashion and performance brands for footwear and related accessories. The firm's portfolio brands include Airwalk, Dexter, Champion and American Eagle. The company was founded in 1956 and is headquartered in Topeka, KS.

Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund.

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

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.

National Center for Arts & Technology is a non-profit organization that operates to assist communities in opening and sustaining local educational organizations. The company was founded by William Strickland in 2005 and is headquartered in Pittsburgh, PA.

Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX.

Arrowhead Holdings LLC operates as a holding American company.

HGGC LLC (HGGC) is a private equity firm founded in 2007 by Robert Gay, Greg Benson, Rich Lawson and Steve Young. The firm is headquartered in Palo Alto, California and was formerly known as Huntsman Gay Global Capital LLC.

Cathedral School for Boys provides elementary school education services. The private company is based in San Francisco, CA.

Career Academy, Inc. offers online on-demand learning solutions for business and technical careers. The American company's managed learning platform provides complete student enrollment, tracking, and reporting for organizations of all sizes. The private company offers online training for professional and technical careers, including project management, business skills, IT, and networking. The company has featured trainers, such as Patrick Von Schlag, who has over 25 years of experience in the information technology field. Career Academy also provides government solutions to help organizations develop the necessary skills and leadership competencies to implement and support new technologies.