Richard Lee

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.

Lake Country Capital LLC (Lake Country Capital) is a private equity firm founded by Ann Ferreira, Gregory Larson and Andrew Leonard. The firm is headquartered in Edina, Minnesota.

P & R Dental Strategies LLC provides dental informatics platform services. The company is headquartered in Hamilton, NJ.

Proteus Capital Solutions LLC is a private company that makes control investments in middle-market aerospace/defense/government services companies with the strategic goal of building the next generation of mid-tier competitors in the sector. The company is based in Potomac, MD. The Proteus team has spent a lifetime investing in, supporting, and operating aerospace, defense, and government services businesses and has a deep passion for the industry. The company has two other platform companies in the portfolio, Athenix Solutions Group and CSSI, and continues to seek out new businesses to add to its existing holdings or to start new platforms altogether. The company was founded by Pierre A. Chao. Pierre A. Chao has been the CEO since incorporation.

Praesidian Capital Corp (Praesidian Capital) is a private equity firm founded in 2002 by Jason Drattell. The firm is headquartered in Oklahoma City.

Windjammer Capital Investors LLC (Windjammer Capital ) is a private equity firm founded in 1990 by Bob Bartholomew. The firm is headquartered in Newport Beach, California.

Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY.

Jackrabbit, Inc. designs and manufactures nut harvesting equipment . Its products include nut harvesting equipment, pruning towers, contract laser cutting, elevators, conditioners, carts, shuttles, and metal forming equipment. The company was founded by Earl M. Anderson in 1981 and is headquartered in Ripon, CA.

HCI Equity Partners LLC (HCI Equity Partners) is a private equity firm founded in 1991 by Frederic Malek. The firm is headquartered in Washington, District of Columbia.

Convenient Payments LLC develops and operates payments processing platform. It offers virtual and credit card terminals, recurring or custom payments plans, hosted web form, custom drop down, and payment wizard. The company was founded in 2011 and is headquartered in Draper, UT.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

CapitalView Investment Partners LLC is a private investment firm that provides flexible capital solutions to privately owned lower-middle market companies in need of strategic direction, operational improvement, and/or expansion capital to accelerate growth. CapitalView Investment Partners was founded by Logan Ray and is based in Bethesda, MD. The firm seeks to invest throughout the capital structure in debt and equity securities across a variety of industries. The firm seeks to partner with companies in and that have attractive franchise value, but are facing special situations or other capital needs, which require a creative, flexible capital solution to position the business for growth.

Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA.

The Gladstone Cos., Inc. operates as an alternative asset manager and provider of other administrative and financial services. Its funds invest in a diverse range of alternative strategies, including private debt, private equity, real estate and natural resource real assets. The company was founded by David Gladstone and Terry Lee Brubaker on December 7, 2009 and is headquartered in McLean, VA.

Part of The Gladstone Cos., Inc., Gladstone Administration LLC provides administration services. The company is based in McLean, VA. The CEO of the company is David J. Gladstone.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Canada provides accounting services. The company is based in Toronto, Canada.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.

Riverbend Capital LLC (Riverbend Capital) is a venture capital firm founded in 2016 by Mark E. Dumas. The firm is headquartered in Great Falls, Virginia.

D. E. Shaw Laminar Portfolios LLC (DE Shaw Laminar) is a private equity subsidiary of D. E. Shaw & Co. LP founded in 1988. The firm is headquartered in New York.