Christopher Ferrara

Citigroup Capital Strategies, Inc. provides finance activities such as advisory, mergers and acquisitions. It is a member of Citigroup, is specialist in mergers, acquisitions and divestitures of private, middle-market companies. It also offers middle-market transactions. The company was founded in 1977 and is located in Laguna Hills, CA

Capstone Headwaters LLC operates as an investment banking firm. It provides merger and acquisition, private placement, business consulting, corporate restructuring, valuation, and strategic advisory services. The company was founded by John Ferrara in 1996 and is headquartered in Boston, MA.

SagePoint Advisors LLC is based in Del Mar, CA. Part of Huntington Bancshares, Inc., SagePoint Advisors LLC is a company that provides merger, acquisition, and strategic advisory services. The company was founded by David P. Michaels. SagePoint Advisors was acquired by Capstone Partners LLC, part of Huntington Bancshares, Inc., from June 16, 2022, on July 11, 2012.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Capstone Partners LLC (Private Equity) is a Private Equity firm, a subsidiary of Headwaters MB LLC founded in 2001 by Philip William Seefried and John Ferrara. The firm is headquartered in Denver.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

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.

A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.

Nextera Economics, Inc. provided business strategy, operations improvement, and information technology consulting services. The company was headquartered in Chicago, IL.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL.

Arrow International, Inc. manufactures disposable catheters and related products. Its products are used principally to access the central vascular system for administration of fluids, drugs, and blood products. The firm's products are also used for patient monitoring, diagnosis, and pain management. The company was founded in 1975 and is headquartered in Reading, PA.

Part of Adams Capital Management, Inc., ACM Capital Partners LP provides venture capital investment services.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

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.

J.P. Morgan Partners (BHCA) LP engages in venture capital, private equity and leveraged buyout business. The company was founded in 1999 and is based in New York, New York.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Rabobank International Holding BV operates as a holding company. It operates through subsidiaries, which offers credit banking services in rural areas for the cooperative and agricultural sectors. The company is headquartered in Utrecht, the Netherlands.

Capstone Ventures LLC (Capstone Ventures) is a venture capital subsidiary of Capstone Partners LLC founded in 1996. The firm headquartered in Menlo Park, California.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Rodman & Renshaw, Inc. provides securities brokerage services. The private company is based in Chicago, IL. The company was founded by John Ferrara.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Talisman Capital Management Inc (Talisman Capital) is a private equity firm founded in 2000 by Matt D. Walter. The firm is headquartered in Columbus, Ohio.

Bertram Capital Management LLC (Bertram Capital Mgmt) is a private equity firm founded in 2006 by Jeff Drazan. The firm is headquartered in Foster City, California.

Katana Graph, Inc. is a startup based in Austin, TX that is revolutionizing the way businesses use massive data to solve their biggest challenges. The company offers an all-in-one platform that powers graph queries to analytics, mining, and graph AI. The company is pairing innovations in graph and machine learning to allow timely insights for businesses. The company works closely with customers to identify new ways to make massive data work, by supporting decentralized workloads for graph query, analytics, mining, and AI. The company was founded by Keshav Pingali and Chris Rossbach, with Keshav Pingali serving as the CEO since incorporation.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

A&E Investments LLC (A&E Investments) is a venture capital firm founded in 2002. The firm is headquartered in San Francisco, California.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.

AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York.

Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors.