Dave Kassling

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.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

Change Healthcare Engagement Solutions, Inc. provides healthcare cost transparency solutions. It offers Healthcare Transparency Index that shows medical procedures with high costs and price variances. The firm’s solutions enable consumers to better understand and utilize their healthcare benefits; make informed healthcare purchasing decisions based on quality, cost, and convenience; and manage out-of-pocket responsibility and realize savings. Its solutions also enable users to engage alerts that show savings opportunities, and help take advantage of company health and wellness programs; educate health plan enrollees; and leverage investment with third-party decision support tools. The company was founded by Christopher Parks in 2007 and is headquartered Nashville, TN.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Salt Blockchain, Inc. provides asset-backed lending platform. Its platform allows holders of blockchain assets to leverage their holdings as collateral for cash loans. The firm provides investors with secure opportunity to lend against a high-growth asset class through a fully-collateralized debt vehicle. The company was founded by Shawn Owen in 2016 and is headquartered in Denever, CO.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

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.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

Friends of Warner Parks operates as a non-profit organization specializing in preservation, protection, and stewardship of Percy ad Edwin Warner Parks. Its programs include environmental education, bird information, research and data, special work, education and trails, camp warner park, and people exploring nature. The company is headquartered in Nashville, TN.

TEGP Management LLC is an investment holding private company. The company is based in Leawood, KS. The CEO of the company is Matthew P. Sheehy.

Tallgrass Energy GP LLC provides investment services. The private company is based in Leawood. William R. Moler has been the CEO of the American company since 2015.

Nashville Entrepreneur Center is a non-profit organization that serves as the center for entrepreneurship in Nashville, TN. The private company supports entrepreneurs from all backgrounds and industries by connecting them to critical resources and championing their desire to change the world. The company was founded in 2010 by business leaders who wanted to support the next generation of entrepreneurs and to celebrate the spirit and tenacity of the entrepreneurial community. Sam Davidson has been the CEO of the company since 2023.

Rockies Express Pipeline LLC provides water, sewer and pipeline construction services. It develops and owns Rockies Express, a natural gas pipeline system that provides transportation from Rio Blanco County, Colorado to Monroe County, Ohio. The firm provides transportation, interruptible transportation, park and loan, pooling and wheeling, and booster compression services. The company was founded in 2004 and is headquartered in Lakewood, CO.

New Emerald Energy LLC engages in drilling oil and gas wells. The company is based in Denver, CO and has subsidiaries in Australia and the United States. The company was founded by James Russell Reger.

Osprey Technology Acquisition Corp. II is a blank check company. It aims to a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on September 2, 2020 is headquartered in Philadelphia, PA.

ArcLight Capital Partners LLC provides investment services. It invests in midstream, power, and production opportunities with substantial growth potential, significant current income and meaningful downside protection, typically on a proprietary basis. The company was founded by Daniel Raymond Revers and Robb Eric Turner in 2001 and is headquartered in Boston, MA.

General LED, Inc. provides LED lighting products. The firm has offices in San Antonio, Texas in USA, Abu Dhabi and Dubai in United Arab Emirates (UAE) and Shenzhen in China. The company was founded in 2003 and is headquartered in East Rutherford, NJ.

Surgical Notes, Inc. operates as a healthcare IT solutions company. It offers transcription, coding, revenue cycle management, and document billing services. The company was founded in 1997 and is headquartered in Dallas, TX.

Griffin Dewatering Corp. provides groundwater control solutions. It services include construction dewatering, groundwater treatment and filtration, groundwater modelling, and aquifer testing. The company was founded in 1934 and is headquartered in Houston, TX.

Energy Management Inc. provides energy conservation and energy development services. It operates wind farms. The company was founded by James S. Gordon in 1975 and it is headquartered in Boston, MA.