James R. Holmes

Capita Corp. provides financial services. It offers investment management and advisory services. The company is headquartered in Livingston, NJ.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Aames Financial Corp. provides banking and other financial services. The company offers residential mortgage equity loans through both wholesale and retail channels. It has offices in Florida, Georgia, Maryland, Massachusetts, Missouri, and New Jersey. The company was founded in 1954 and is headquartered in Los Angeles, CA.

Newcourt Credit Group, Inc. provides financial services. It offers loans, leases credit cards, and merchant services. The company was founded in 1984 and is headquartered in Toronto, Canada.

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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

Foley Products Company is a leading manufacturer of concrete pipe and precast products. The company is based in Newnan, GA, and has subsidiaries in the United States. Established in 1981, the company has 18 manufacturing locations in high growth markets across the United States. The company's range of products includes reinforced concrete pipes, box culverts, precast concrete manholes, stormwater management systems, and utility vaults, supplying critical products to the underground utility and water management industry. Foley is an approved supplier to the departments of transportation and numerous other agencies and municipalities across its footprint. The company was founded in 1981, and the CEO is Frank D. Foley.

Symphony Wireless LLC, founded in 2019, is a 5G tower leasing company based in White Plains, NY. The company specializes in managing existing cell phone tower leases and offers competitive buyout offers. The company also works with clients on their existing rooftop antenna lease and manage rooftop cell site lease assets. Symphony Wireless helps clients discover how the 5G mobile rollout will affect 5G tower lease rates for wireless real estate and offers investment opportunities.

Palistar Capital LP (Palistar Capital) is a private equity firm founded in 2019 by Omar Jeffrey. The firm is headquartered in New York.

IDT Telecom, Inc. provides telecommunications services. The company is headquartered in Newark, NJ.

The Keystone Center provides intensive inpatient treatment services. The firm offers keystone dialogues and collaboratives, public engagement and outreach, situation assessments, policy development and strategic planning and joint fact-finding services. The company was founded in 1975 and is headquartered in Keystone, CO.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca.

DeltaPoint Capital Management LLC is a private equity firm founded in 1996 by David H. Waterman and Thomas W. Cimino. The firm is headquartered in Rochester, New York.

Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research

Univest Securities LLC is a financial services company that offers brokerage and execution services, sales and trading, market making, investment banking and advisory, and wealth management to institutional and retail clients. Univest Securities is based in New York, NY and has subsidiaries in the United States. The private company aims to provide value-add service to its clients and focuses on building long-term relationships with them. The company was founded in 1994 and is registered with FINRA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Onward Capital LLC (Onward Capital) is a private equity firm founded in 2015 by Marcus J. George and Laura L. Lester. The firm is headquartered in Skokie, Illinois.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

Altegra Health, Inc. provides healthcare services. The firm offers business, technology and consulting solutions to the healthcare industry. Its services include revenue cycle/HIT, icd-10 solutions, compliance and internal audit and valuation and transactions. The company was founded in 1990 and is headquartered in Weston, FL.

AbleTo, Inc. engages in the provision of technology-enabled virtual behavioral health care. It offers a structured medical program which involves private one-on-one with a professional therapist or coach via phone or video chat. The company was founded by Michael B. Laskoff and Peter Pramataris in 2008 and is headquartered in New York, NY.

Informed Medical Decisions, Inc. provides professional and networking services. The firm operates as a comprehensive evidence-based knowledge library for genetic tests and hereditary conditions. It offers information about the genetic counseling services to both consumers and medical providers, and how to initiate services. The company was founded by David Patrick Nixon, Heather L. Shappell, and Rebecca Sutphen in 2007 and is headquartered in St. Petersburg, FL.

Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible.