Taylor Joseph Morrison

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc. (Artisan Partners Funds) and Artisan Partners Global Funds plc (Artisan Partners Global Funds), an open-ended management investment company.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds.

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.

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.

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.

NewRoad Capital Partners LLC (NewRoad Capital Partners) is a private equity firm founded in 2012 by Jeremy W. Wilson and Clete T. Brewer. The firm is headquartered in Rogers, Arkansas.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Dana-Farber Cancer Institute, Inc. provides treatment to cancer patients and also researches new cancer diagnostics, treatments, and preventions. The firm's patients receive treatment through its cancer centers operated with Brigham and Women's Hospital, Children's Hospital Boston, Massachusetts General Hospital, and Beth Israel Deaconess Medical Center. The company was founded by Sidney Farber in 1947 and is headquartered in Boston, MA.

SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

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.

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.

SSC Venture Managers LLC (SSC Venture) is a venture capital firm founded in 2014. The firm is headquartered in Boston, Massachusetts.

Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York.

Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts.

Jebbit, Inc. operates a digital marketing platform to customize, measure, and optimize post-click engagement. It helps media companies drive revenue by providing interactive mobile content solutions as part of their digital offerings. The company was founded by Jonathan Lacoste, Thomas Coburn, Chase McAleese and Jeb Thomas in December 2010 and is headquartered in Boston, MA.

Catterton Management Co. LLC (L Catterton) is a private equity subsidiary of L Catterton Management Ltd. founded in 1989. The firm is headquartered in Greenwich, Connecticut.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

BV Investment Partners LLC (BV Investment Partners) is a private equity firm founded in 1983 by Roy F. Coppedge and Anthony J. Bolland. The firm is headquartered in Boston, Massachusetts.

Stage 2 Capital Advisors LLC(Stage 2 Capital) is a venture capital firm founded in 2018 by Jay Po and Mark Roberg. The firm is headquartered in New York.

Operator Collective Management LLC (Operator Collective) is a venture capital firm founded in 2019 by Mallun Yen. The firm is headquartered in San Francisco, California.

Part of Vestian Global Workplace Services LLC, Juniper Solutions LLC is a company that dramatically simplifies network operations and drives super experiences for end users. The company is based in Sunnyvale, CA. The company's solutions deliver industry-leading insight, automation, security, and AI to drive real business results. The company was founded in 1996 by Pradeep S. Sindhu. Rami Rahim has been the CEO of the company since 1997. Juniper Solutions was acquired by Vestian Global Workplace Services LLC on June 17, 2021.

Axonius, Inc. engages in the development of a cybersecurity asset management platform. It provides visibility and security policy enforcement for assets and users. The company was founded by Dean Sysman, Avidor Bartov, and Ofri Shur and is headquartered in Tel Aviv, Israel.

Atalaya Capital Management LP (Atalaya Capital) is a private equity firm founded in 2006 by Ivan Q. Zinn. The firm is headquartered in New York.

Deloitte Touche Tohmatsu Ltd. provides auditing, financial advisory, tax, and consulting services. Its serves technology, consumer business, energy and resources, financial services, life sciences and health care, manufacturing, public sector, real estate, technology, media, and telecommunications industries. The company was founded in 1880 and is headquartered in New York, NY.

Northwell Health, Inc. engages in the provision of medical and healthcare services. It offers several long-term care facilities, rehabilitation services, outpatient surgery centers, home care, hospice, diagnostic laboratory facilities, and emergency medical services. The company was founded in 1997 and is headquartered in New Hyde Park, NY.

Consumer Edge Research LLC, dba Consumer Edge (CE), is an equity research holding firm headquartered in New York City. The firm was founded by Bill Pecoriello in 2009. They offer consumer data solutions for everyone from public and private investors to corporate decision makers and strategists. CE focuses on the global consumer sector such as the beverages, food, cosmetics, household/personal care and tobacco industries. Data is gathered both from global syndicated sources as well as primary research surveys, channel checks and other proprietary data collection.

Martis Capital Management LLC (Martis Capital Management) is a private equity firm founded in 2011 by Barry Uphoff. The firm is headquartered in San Francisco, California.

Avesi Partners LLC (Avesi Partners) is a private equity firm founded in 2021. The firm is headquartered in Stamford, Connecticut.

Morgan Stanley Expansion Capital (Morgan Stanley Expansion Capital) is a private equity firm, a subsidiary of Morgan Stanley Investment Management Merchant Banking founded in 1986. The firm is headquartered in Los Angeles, California.

Antares Capital LP is a private debt financing solutions provider for middle-market, private equity-backed transactions. Antares has subsidiaries in the United States and the Cayman Islands. The company's responsible investment strategy incorporates material environmental, social, and governance (ESG) factors to enhance returns. With over $55 billion of capital under management and administration, Antares has one of the largest and longest-tenured portfolios in the market, spanning a diverse range of industries. The company was founded in 1996 and is headquartered in Chicago, IL. The CEO of Antares is Timothy G. Lyne.

SLR Capital Partners LLC (SLR Capital Partners) is a private equity firm founded in 2007. The firm is headquartered in New York City and is formerly known as Solar Capital Partners LLC.