Adam Phillips

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.

Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients.

Aliaswire, Inc. provides telephone based payment services. It provides DirectBiller enterprise, DirectBiller channel, PayVox and web service solutions. The firm serves financial institutions, insurance, healthcare, government, education, biller service providers, charities and utilities sectors. The company was founded by Hoss Mohsenzadeh and is headquartered in Burlington, MA.

Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.

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.

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

The Gores Group LLC (Gores Group) is a private equity firm, a subsidiary of AEG Holdings, Inc. founded in 1987 by Alec E. Gores. The firm is headquartered in Los Angeles, California.

NM Rothschild & Sons (C.I.) Ltd. provides banking and financial services. Its services include lending and advisory, project, structured, asset financing, and debt capital markets advice. The company is headquartered in St. Peter Port, Guernsey.

Marketron Broadcast Solutions LLC provides business software solutions and services to the media industry. It offers insight, exchange, master data management, visual traffic, mobile advertising, network content, web payment processing, electronic orders and invoices, hosting, consulting, and training services. The company was founded in 1969 and is headquartered in Hailey, ID.

WorldAPP, Inc. provides data collection and business process optimization software. It offers cloud-based solutions configured to its client's specific enterprise needs. The firm offers web-based data collection solutions that enable enterprises to collect, manage, and leverage data flows within their organizations, and with its customers and suppliers. The company was founded by Cathal Sean Brown, Cheryl Feeney and Stanislav Liachev in 2001 and is headquartered in Braintree, MA.

Performance Designed Products LLC designs, develops and manufactures video game systems, accessories and audio peripherals. It develops for all video game platforms, including Sony PS3, PSP, Playstation Move, Nintendo Wii, DS, Microsoft XBOX 360 and Kinect. The firm manufactures and distributes products under a variety of brands including Nintendo, Xbox 360, Sony, Energizer, NERF and Disney, as well as its own brand of Afterglow lighted controllers for PS3, XBOX 360 and Wii. The company was founded in 1997 and is headquartered in Burbank, CA.

Black Box Intelligence is a business intelligence and insights company specializing in the restaurant industry. It provides weekly interactive reports with industry benchmarks based on the operational results. The company was founded by Wallace B. Doolin and is headquartered in Dallas, TX.

ArrowStream, Inc. engages in the provision of supply chain solutions for the foodservice industries. It offers services relating to inventory, contract price auditing, quality incident management, supply chain visibility, strategic sourcing, commodity intelligence, operator collaboration, and inbound logistics optimization. The company was founded by Steven LaVoie in 2000 and is headquartered in Chicago, IL.

Adlib Publishing Systems, Inc. provides enterprise intelligent document automation solutions to accelerate digital transformation with AI and OCR. The company is based in Burlington, Canada. The Canadian company's document automation helps supply-chain processes using searchable PDF and clean, structured data to enhance collaboration and increase business agility. Adlib's insurance automation solutions use intelligent data to automate claims processing and new policy creation and improve robotic process automation. The company was founded in 2000 by Peter Duff and Scott Mackey. Helen Rosen has been the CEO of the company since 2022.

CARFAX, Inc. provides web-based service that supplies vehicle history reports on used cars and trucks. It offers title information, flood damage history, total loss accident history, odometer readings, lemon history, number of owners, accident indicators, and state emission inspection results. The company was founded by Ewin Barnett III in 1984 and is headquartered in Centreville, VA.

ServicePower Business Solutions Ltd. develops software and provides technical support and business consulting services. The company was founded on October 14, 1996 and is headquartered in Stockport, the United Kingdom.

Founded in 2009 Jamie Hale and Phil Durden, the Aldenwood Group LLC is a private equity firm located in Redwood Shores, California.

Diversis Capital Management LP (Diversis Capital) is a private equity firm founded in 2013 by Kevin D. Ma and Ron Nayot. The firm is headquartered in Los Angeles, California.

Retail Finance Intelligence Pty Ltd. provides market research services. It offers syndicated research and bespoke research. The company was founded by Charles Green in September 2007 and is headquartered in Sydney, Australia.

Blue Software LLC provides software solution that delivers graphics and content process management for consumer products, retail and pharmaceutical brands. It offers services such as implementation services, consulting services, support, and validation services. The company was founded in 2007 and is headquartered in Des Plaines, IL.

Caligor RX, Inc. provides clinical trial supply and logistics services. It manages the regulatory, logistics, and supply chain challenges of sourcing, storing, and distributing investigational drugs for comparator clinical trials and unlicensed medicines for expanded access programs. The firm serves pharmaceutical and biotechnology companies. The company is headquartered in Secaucus, NJ.

Caligor Opco LLC operates as a non-classified establishment. The company is headquartered in Bastrop, TX.

Oura Health Oy develops wellness ring,. The company was founded by Petteri Lahtela, Virpi Tuomivaara and Markku Koskela and is headquartered in Oulu, Finalnd.

Sales Rabbit, Inc. provides civil and environmental engineering services. Its services include master planning, engineering design, surveys, cost estimating and scheduling, permitting agency coordination, regulatory negotiation, asset management, water quality modeling monitoring, field inspection and construction management, rehabilitation and program development. The company was founded by Brady Anderson, Barima Kwarteng and Jeff Lockhart is headquartered in Provo, UT.

AeroGuard Flight Training Center is a successful flight school based in the United States. The private company is based in Phoenix, AZ. The company offer accelerated commercial pilot training to candidates from all over the world, with a commitment to safety and student success. AeroGuard has a proven history of training airline-ready pilots, with over one million flight hours of training experience and graduating over 7,000 cadets. The CEO of the company is Joel M. Davidson.

Fishbowl Media, Inc. develops mobile application to connect and share experiences about professional life. The company was founded by Loren Appin and Matt Sunbulli and is headquartered in San Francisco, CA.

Gappify, Inc. engages in the provision of bots for accounting teams in mid-market and enterprise-sized companies. It offers collections management, confirmations, and vendor management solutions. The company was founded was founded by Jotham Ty in 2016 and is headquartered in San Francisco, CA.

NYLON Media, Inc. operates as an online multimedia company. The firm offers fashion, beauty, music, and pop culture contents with digital, social, e-commerce and live event programs. The company was founded by Marvin Scott Jarrett and Jaclynn Jarrett in 1999 and is headquartered in New York, NY.

Perchpeek Ltd. develops artificially intelligent rental marketplace. The company was founded on June 21, 2017 and is headquartered in London, the United Kingdom.

MBS Highway LLC engages in the development of mortgage intelligence and sales software platform. Its product features daily guidance, text and voice alerts, real estate data, loan advisor, open house flyers, social studio, presentation, and marketing kit. The company was founded by Barry Habib and is headquartered in Holmdel, NJ.

Sales Impact Academy Ltd. is a subscription-based live learning solution for B2B sales and marketing teams. Sales Impact Academy is based in Cambridge, UK, and is backed by VC firms Stage 2 Capital, MIT, HubSpot Ventures, and Emerge Education. It offers over 40 courses taught live by industry experts on prospecting, sales, customer success, and marketing. The platform supports the skills development of over 14,000 learners across 280 customers, including HubSpot, Gong, Klaviyo, Rubrik, and ThoughtSpot. The British company aims to solve the lack of formal structured sales education in the B2B sector by bringing together the best minds to teach structured, live online courses with high learning design principles. The company was founded by Alexandra Emelie Eva Damgaard and Paul Ashley Fifield, who has been the CEO since incorporation.

Negotiatus Corp. engages in the development of a purchasing software. It offers one cart to place orders, one dashboard to control and analyze spend, and one invoice across the vendors a business purchases from. The company was founded by Zachary Garippa and Thomas Jaklitsch in 2016 and is headquartered in New York, NY.

PureCars Technologies LLC provides marketing technology solutions to dealers and partners in the automotive industry. The company is a certified digital provider for 18 OEMs in the US and 1 in Canada, maintain compliance with 40+ brands, and serve 65 of the top 100 dealer groups in the US. The company is based in Atlanta, GA and has subsidiaries in the United States. The company's services include customer data management, advanced advertising solutions, digital merchandising, and market analytics. The company was founded in 2007 by Jeremy Anspach. Aaron Sheeks has been the CEO of the company since 2023.

Steelhead Technologies, Inc. provides manufacturing production tracking software to improve the management of production teams. The company is based in Laurium, MI, and the CEO of the company is Jeff Halonen. The software helps to improve the process for management, operators, and the entire team, and also improves job shop's production and scheduling plans. The company's software allows users to understand their production capacity on a daily, weekly, and monthly basis, and also improves the shipping experience for both the team and customers. Steelhead Technologies offers real-time and actionable reporting and margin data to keep a pulse on job shop's production.

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.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.

RoadSync, Inc. provides electronic payment platform. The company was founded by Ryan Droege, Akmann Van-Mary and Spencer Barkoff and is headquartered in Atlanta, GA.

Ziflow Ltd. is a leading creative collaboration platform that helps agencies and brands deliver exceptional creative work faster. The company is based in Middlesex, UK, and was founded by Anthony Welgemoed and Matthew Atkinson. The British company offers an industry-first chatbot that can drive the review and approval process forward. Ziflow's online proofing platform simplifies the client feedback process across geographies and expands its custom design business in new countries. Anthony Welgemoed has been the CEO since incorporation.

Part of Diversis Capital Management LP, Diversis Capital UK Ltd. is a holding company that operates subsidiaries selling management software. Diversis Capital UK Ltd. is based in Stockport, UK. Founded in 2016.

Founded in 2016, Caligor Opco UK Ltd. is a subsidiary of Caligor Opco LLC. The company is based in Dartford, UK. The British company supplies comparator drugs, rescue medications, and logistics services.