Anthony Caselli

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds.

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

The Courtney Group, Inc. (Private Equity) is a private equity a subsidiary of The Courtney Group, Inc founded in 1995 by Thomas W. Courtney. The firm is headquartered in Newport Beach, California.

Trivie, Inc. develops on-demand gasification platform. The company was founded in 2011 and is headquartered in Dallas, TX.

Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado.

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.

Fountainhead Media Services, Inc. provides distribution, promotional, and creative services for content related to the entertainment industry.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California.

Epoch Investment Partners, Inc. (dba TD Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE; TSX: TD) in Canada. TD Epoch provides US, non-US and global investment strategies to institutional and intermediary clients.

Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Aprio Wealth Management LLC (Aprio WM) is SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 and was formerly known as HA&W Wealth Management LLC. They are a subsidiary of Aprio Capital Partners LLC, which is owned by Aprio Holdings LLC. Aprio WM offers discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities.

Triple Ring Technologies, Inc. operates as an imaginative research and development firm. It works across the development process in regulated markets including medical devices, in vitro diagnostics and life science tools, imaging and industrial applications. The company was founded in February 2005 and is headquartered in Newark, CA.

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.

Cook Street Consulting, Inc. (Cook Street) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Sean M. Waters and Karen M. Robinson in 1999. They are a subsidiary of Morgan Stanley Domestic Holdings, Inc., which is ultimately held by Morgan Stanley (NYSE: MS). Cook Street provides customized fiduciary and investment consulting services to retirement plan sponsors, corporate accounts, foundations, and endowments in North America.

CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas.

Mertado operates a social shopping website. The American company was founded by Mehul Shah and Rajiv Py Bhat.

InMobi, Inc. provides marketing and advertising services. The company was founded on November 2, 2011 and is headquartered in San Francisco, CA.

Pelican Energy Partners ( Pelican Energy Partners ) is a private equity firm founded by Michael Scott in 2011. The firm is headquartered in Houston, Texas.

Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

Halp, Inc. provides Information Technology services. It offers IT Ops, MSPs, and B2B support solutions. The company was founded by Fletcher Richman, Tristan Rubadeau and Komran Rashidov and is headquartered in Boulder, CO.

Equiam LLC (Equiam) is a private equity firm founded in 2017 by Ziad Makkawi and Najam Kidwai. The firm is headquartered in San Francisco, California.

Siddhi Capital LLC (Siddhi Capital) is an private equity/venture capital firm founded by Steven Finn and Melissa Facchina. The firm is headquartered in New York.

Kokopelli Capital LLC (Kokopelli Capital) is a venture capital firm founded in 2016. The firm is headquartered in Boulder, Colorado.

Pathway Bioventures LLC (Pathway Bioventures) is a venture capital firm founded in 2018 by Daniel Jacobs. The firm is headquartered in Chicago, Illinois.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Martini.ai is a company that provides machine learning and artificial intelligence services. The company is based in Santa Clara, CA. Rajiv Py Bhat and Rajiv Bhat have been the CEOs since incorporation. The company was founded by Rohit Singh, Rajiv Bhat, and Rajiv Py Bhat.

Sales Benchmark Index, Inc. engages in the provision of consulting, insights, research, and advisory services. The firm offers revenue growth methodology, sales strategy, pricing strategy, revenue growth assessment, product insights, and customer success insights. The company was founded by Aaron Bartels, Greg Alexander, and Mike Drapeau in 2006 and is headquartered in Dallas, TX.