Tom O'Toole

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.

Apollo Asset Management, Inc.engages in the provision of alternative investment management services. It operates through the following segments: Credit, Private Equity, and Real Assets. The Credit segment focuses on the investment in non-control corporate and structured debt instruments including performing, stressed, and distressed instruments across the capital structure. The Private Equity segment consists of investment in control equity and related debt instruments, convertible securities, and distressed debt instruments. The Real Assets segment includes investment in real estate equity and infrastructure equity; and real estate and infrastructure debt. The company was founded by Marc Jeffrey Rowan, Leon David Black, and Joshua Jordan Harris in 1990 and is headquartered in New York, NY.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner.

Part of Touchstone Energy Cooperative, Inc., Brunswick Electric Membership Corp. operates as an electric cooperative association. Don Hughes has been the CEO of the American company since 2014.

Moelis Capital Partners LLC (Moelis Capital Partners) is a private equity subsidiary of Moelis Asset Management LP founded in 2007 by Kenneth David Moelis. This firm is headquartered in New York.

Live Oak Banking Co. operates as state chartered commercial bank. It offers personal and business banking products and services. The firm's solutions include asset-based lending, commercial real estate, general SBA lending and sponsor finance. The company was founded by James S. Mahan III and William L. Williams in 2008 and is headquartered in Wilmington, NC.

Coastal Carolina National Bank provides banking services. It offers personal checking, savings and lending, business checking and savings, commercial loans, mortgage, and online banking. The company was founded on June 8, 2009 and is headquartered in Myrtle Beach, SC.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

NovaQuest Capital Management LLC (NovaQuest Capital Management) is a private equity firm founded in 2010 by John Layton Bradley and Jonathan Edward Tunnicliffe. The firm is headquartered in Raleigh, North Carolina.

Veristat LLC engages in the provision of statistical and medical consulting services to the pharmaceutical and biotechnology industries. Its services include data management, biostatistics, statistical programming, medical writing, clinical monitoring, project management, regulatory submissions, and strategic consulting. The company was founded by Barbara Balser and John P. Balser in 1994 and is headquartered in Southborough, MA.

East Coast Insurance Agency LLC is a private company based in New Bedford, MA.

Rural Consumer Services Corp. provides business development services.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

Solas BioVentures (mayfield) LLC (Solas BioVentures) is a venture capital firm founded in 2012 by David Adair and Mark Hackett JD. The firm is headquartered in Chattanooga, Tennessee.

Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals.

Bluestone Physician Services provides customized healthcare as chronic disease management providers. The company is based in Stillwater, MN. The company delivers care for individuals who reside in assisted living communities. The company was founded by Todd Stivland. Rajiv Patel has been the CEO of the company since 2023.

Caregiver, Inc. engages in the provision of intermediate, home, and community care services. It offers long-term care services and support to people with intellectual and developmental disabilities. The company was founded in 2015 and is headquartered in Fort Worth, TX.

Kolmac Clinic, Inc. provides outpatient rehabilitation and treatment for adults with alcohol, drug, and other substance abuse problems. The firm offers addiction treatment, dual diagnosis treatment, ambulatory detoxification, mental health, alcohol abuse treatment, drug abuse treatment, substance abuse treatment, gambling addiction treatment, outpatient recovery, and rehabilitation and detoxification. The company was founded by George Kolodner and Jim McMahon in 1973 and is headquartered in Burtonsville, MD.

North Capital Funds Trust is open-end investment company. Its investment adviser is North Capital, Inc. The company was founded on December 10, 2018 and is headquartered in Salt Lake City, UT.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Red Cedar Ventures LLC (RCV) is the venture capital subsidiary of Michigan State University Foundation founded in 2014. The firm is headquartered in East Lansing, Michigan.

Part of 501 Ventures LLC, Bio 54 LLC is a company that develops topical anti-coagulant drugs. The company is based in Chapel Hill, NC. The CEO of the company is Margaret Powell.