Samarth Chandra

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

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.

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.

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.

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

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.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Management Health Solutions, Inc. provides integrated inventory management solution nation’s hospitals and healthcare providers. It specializes in the development of the Optimal Insight and Control (OptiC) technology, designed to reduce clinical supply inventory cost and streamline clinical supply chain operations. The firm’s solution areas also encompass medical and surgical valuation, capital asset valuation, pharmacy valuation, and analytics and reporting. The company was founded by Kenneth J. Kelliher and Michael F. Ferris in 1999 and is headquartered in Fairfield, CT.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Janus Health Technologies, Inc. is an American healthcare company that provides a platform to solve revenue cycle problems in the healthcare industry. The company's platform is designed to help healthcare providers focus on patient care by streamlining revenue cycle management. The company was founded by Brendan Downing and he has been the CEO since incorporation.

Nextcare Holdings, Inc. provides urgent care and occupational medical services. It specializes in health and wellness; allergies; heat exhaustion and dehydration; insect bites and stings; burns; sunburns; rashes; ear infections and swimmer's ear; and back pain. The company was founded in 1993 and is headquartered in Mesa, AZ.

NextCare, Inc. engages in the provision of urgent care and occupational medical services. It offers general illness, injury, and back pain treatments, physical examination, x-ray, immunization, occupational medicine, pediatric, medical discount program, and laboratory services. The company is headquartered in Mesa, AZ.

Neuropsychiatric Hospitals LLC engages in the provision of behavioral medical healthcare services. It offers medical psychiatric and behavioral programs including comprehensive medical and psychological evaluation, group therapy, individual therapy, validation and reminiscence therapy, stress management groups, and memory boards. The company was founded by Cameron R. Gilbert in 2004 and is headquartered in South Bend, IN.

Aphena Pharma Solutions Holdings, Inc. provides contract manufacturing and packaging services. The company was founded in April 4, 2007 and is headquartered in Wilmington, DE.

MTS Health Partners LP provides strategic and financial advisory services to healthcare companies from global corporations to venture backed businesses. Its strategic advisory alternatives include mergers, acquisitions, company sales, divestitures, recapitalizations, restructurings, general strategic advisory, financing oversight and oversight opinions. The firms financing solutions include traditional private convertible preferred issuances, cross-over focused convertible transactions, common stock and structured/convertible PIPEs, registered direct and acquisition financings, secondary sales, special situations, structured debt financings and royalty monetization. The company was founded by Curtis Scott Lane in 2000 and is headquartered in New York, NY.

Glencoe Capital LLC (Glencoe Capital) is a private equity subsidiary of Glencoe Ltd LLC founded in 1994 by David Evans. The firm is headquartered in Austin, Texas.

SCA Pharmaceuticals LLC provides sterile admixture services and pre-filled oral syringes. It specializes in preparing sterile pharmaceuticals customized for hospitals and healthcare facilities. The firm offers outsourcing services for cardiovascular, pain management and anesthesia. The company was founded by Gene Graves and is headquartered in Little Rock, AR.

Synergy Health Partners LLC is a staffing and solutions management company that specializes in supporting hospitals and practices across the United States. The private company is based in San Diego, CA, and has subsidiaries in the United States. The company offers innovative models that align incentives while improving clinical quality and patient access to surgical, emergency, and emerging hospital services. Synergy Health Partners is the pioneer and national leader of the surgicalist staffing model. The company delivers exceptional patient-centered care to regional and local healthcare systems using a customized, ethical, and transparent model of care. Through proprietary analytics, the company supports clinicians and hospitals with actionable data and helps them gain valuable insights that drive quality and patient satisfaction measures. The company was founded by Rand Schleusener, John D Campbell, and Arthur L. Gruen, and the CEO is Daniel Siegel.

Aspirion Health Resources LLC engages in the provision of health care insurance services. It offers MVA program, workers compensation claims, denial management, account management system, and care solutions. The company was founded in 2008 and is headquartered in Columbus, GA.

Correctional Healthcare Cos., Inc. provides healthcare services to inmates and offenders in public and privately-managed county jails and state prisons The company was founded in 2006 and is headquartered in Greenwood Village, CO.

Eventus WholeHealth PLLC provides interdisciplinary healthcare to individuals residing in nursing and assisted living facilities. The company was founded by Brent King, Jennifer Rucci and Will Sampson in December 2014 and is headquartered in Concord, NC.

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.

Carter-Waters LLC distributes construction materials and equipment. It also maintains rental inventory of concrete forming and shoring products, operates a custom rebar fabrication facility, manufactures special asphalt product at the Saturock Plant and provides estimating and detailing services for bid lettings. The company has offices in Collinsville, Columbia, Kansas City, Olathe, St. Charles, Springfield, Washington and Wichita. Carter-Waters was founded by Kemper Carter and Bert Waters in 1922 and is headquartered in Kansas City, MO.

Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY.

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.

NEST Fragrances LLC designs and manufactures home fragrance and personal care products. It provides scented candles, diffusers, room sprays, soaps and lotions and other essentials for body, rooms and environments. The firm's clients include companies in the fashion, beauty, retail and home fragrance industries. The company was founded by Laura Slatkin in 2005 and is headquartered in New York, NY.