James Jurgens

Verizon Virginia LLC provides telecommunication services. It offers exchange telecommunication services, including switched local residential and business services, local private line voice and data services, and centrex services, as well as provides toll services within a LATA. The firm also provides exchange access services, which include switched access and special access services that links customer’s premises and the transmission facilities of other telecommunications carriers . The company is headquartered in Richmond, VA.

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

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.

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.

Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.

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.

Dorfman Value Investments LLC (DVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by John Dorfman in 1999 as Dorfman Investments LLC and changed their name to Thunderstorm Capital LLC in 2006. They became Dorfman Value Investments LLC in 2014. DVI manages portfolios for individuals and institutions.

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.

The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL.

Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island.

Bregal Capital LLP (Bregal Capital) is a Private Equity firm a subsidiary of Bregal Investments LLP founded in 2002. The firm is headquartered in London.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Manulife Capital (Private Equity) (Manulife Capital) is a private equity subsidiary of Manulife Capital, Inc. founded in 1998. The firm is headquartered in Toronto, Canada.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Santander Bank, NA engages in provision of financial products and services. It offers retail banking, mortgages, corporate banking, cash management, capital markets, trust and wealth management, and insurance. The company was founded in 2013 and is headquartered in Wilmington, DE.

Blue Owl GPSC Advisors LLC (Blue Owl GPSC Advisors) is a private equity subsidiary of Blue Owl Capital founded in 2011 by Jeffry Brown. The firm is headquartered in New York, New York.

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.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

VNDirect Securities Corp. (Broker) is the brokerage arm of VNDirect Securities Corp. (HOSE: VND) which is headquartered in Hanoi, Vietnam. The firm was founded in 2006 and provides securities brokerage services to individual and institutional clients.

FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.

Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA.

GFK Boutique Research, Inc. operates as analytics firm. The firm functions as publisher of GfK OvernightNews, and produces forecasts for sales of technology devices based on GfK point-of-sale-data and external data sets. The company is headquartered in Boston, MA.

State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.

Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA.

Aberdeen Standard Investments Ltd (Aberdeen Standard Investments) is a private equity subsidiary of abrdn Holdings Ltd founded in 2017. The firm is headquartered in the Scotland, United Kingdom.

Hark Capital Management LLC (Hark capital) private equity subsidiary of P10 Holdings, Inc. founded in 2012 by Douglas Cruikshank, Rafael N. Castro and Rich S. Davis. The firm is headquartered in New York.