Trevor Perry

Comvest Partners Inc (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

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.

Alpine Investors is a private equity firm founded in 2001 by Graham Weaver. The firm is headquartered in San Francisco, California.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.

Polaris Partners is an Independent Venture Capital firm founded in 1996 by Stephen D. Arnold, Jonathan A. Flint and Terrance G. McGuire. Polaris Partners is headquartered in Waltham.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

C&B capital (C&B capital) is a private equity and venture capital firm founded in 1996 by Edward Stockton Croft and Theodore J. Bender. The firm is headquartered in Atlanta, Georgia.

Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia.

NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama.

Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.

Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California.

Brighton Partners LLC (Brighton Partners) is a private equity firm founded in 2002 by Daniel G Broos. The firm is headquartered in Atlanta, Georgia.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

M. Kulyk & Associates LLC (dba Chicory Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Decatur, Georgia. The firm was founded by Margaret “Maggie” Kulyk in 2017. Chicory Wealth provides financial life planning to individuals and non-profit organizations across the country.

BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia.

NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Ribometrix, Inc. develops small molecule drugs that target functional RNA structures to create new avenues to treat human disease. The company was founded by Kevin Weeks and Katie Warner and is headquartered in Greenville, NC.

Stridebio, Inc. focuses on creating and developing novel adeno-associated viral vector technologies. The company was founded by Aravind Asokan, Mavis Agbandje-McKenna and Patrick Ritschel and is headquartered in Durham, NC.

Resurgens Technology Partners LLC (Resurgens Technology) is a private equity firm founded in 2016 by John Baumstark, Fred Sturgis and Adi Filipovic. The firm is headquartered in Atlanta, Georgia.

College Track is a program that helps students from low-income communities to earn a bachelor's degree and succeed in the workforce. The non-profit company is based in Oakland, CA. The program systematically removes academic, financial, and social-emotional barriers that prevent first-generation students from completing college. College Track serves over 3,600 students across 12 communities in the United States, with over 900 alumni leading a movement to democratize potential. The company was founded by Laurene Powell Jobs. The CEO is Shirley M. Collado.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

BluePath Capital Management LLC provides investment advice. The private company is based in Marietta, GA. David Alexis Nicholas has been the CEO of the company since 2016.

Tru Arrow Partners (Tru Arrow) is a venture capital firm founded by James Rothschild, Glenn Fuhrman and Adam Silverschotz. The firm is headquartered in New York.