Jarom Beames

Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds).

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.

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.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona.

GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California.

Journeyfront, Inc. is a data-driven hiring platform that uses data and analytics to improve the hiring process. The company is based in American Fork, UT. The platform is designed to screen, interview, and hire the best candidates. The company was founded by Daniel Ash and Nick Lyon, with Daniel Ash serving as the CEO since incorporation.

SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

Degreed, Inc. operates a learning platform for college students, professionals and organizations. It offers course-by-course scores and validation of education from accredited and non-accredited sources. The firm provides scores that quantifies a person?s lifelong education by credit hours and mastery levels. The company was founded by David A. Wiley, Eric Sharp and David Blake and in 2012 and is headquartered in San Francisco, CA.

CVB, Inc. engages in the provision of home furnishing services. Its products include mattresses, adjustable bed bases, furniture, pillows, sheets, mattress protectors, bed frames and mattress toppers. The company was founded by Sam Malouf and Kacie Malouf in 2003 and is headquartered in Logan, UT.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Malouf, Inc. is a private company that wholesales and retails furniture, bedding, and pillows. The company is based in Logan, UT and has subsidiaries in the United States. The company was founded in 2003 by Kacie Malouf and Sam Malouf, with Sam Malouf serving as CEO since its inception.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Banner Capital Management LLC (Banner Ventures) is a private equity firm founded in 2018 by Tanner D. Ainge. The firm is headquartered in Lehi, Utah.

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.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

Sepio Capital Management LLC (Sepio Capital Management) is a private equity subsidiary of Sepio Capital LP founded by Joshua A. Carter. The firm is headquartered in San Francisco, California.

Mercato Management LLC (Mercato Partners) is a venture capital subsidiary of Mercato Partners Acquisition Corp. founded by Greg Warnock and Alan Hall in 2007. The firm is headquartered in Salt Lake City, Utah.

Evergreen Coast Capital Corp (Evergreen Coast Capital) is a private equity subsidiary of Elliott Management Corp founded in 2016. The firm is headquartered in San Francisco, California.

Checketts Partners Investment Management LLC (Checketts Partners) is a private equity firm founded in 2011. The firm is headquartered in New York.

TimeTarget Pty Ltd. engages in the provision of workforce management solutions. Its services include cloud, rapid, and enterprise deployment; training; project management; and consultancy. The company was founded by Bruce Mackenzie in 2002 and is headquartered in Milsons Point, Australia.

Entersekt commercializes mobile and online banking and online shopping solutions. Its solutions include online banking authentication, mobile banking authentication, mobile application authentication, and card not present authentication. The company is headquartered in Stellenbosch, South Africa.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Album Ventures LLC (Album Ventures) is a venture capital firm founded in 2007 by Sid Krommenhoek, John Mayfield & Diogo Myrrha. The firm is headquartered in Lehi, Utah.

Thomas Jefferson School of Law provides education services. It include legal courses to students. The company was founded in 1969 and is headquartered in San Diego, CA.

Founded by Dana Telsey in 2008, Telsey Advisory Group LLC (TAG) is an independent equity research and consulting firm focused on the consumer sector, including retail and apparel companies and restaurants. They provide hedge funds, mutual funds, private equity firms and private and public consumer companies the detailed analysis and market context that is necessary to make strategic and investment decisions. TAG covers both US-based and international companies across the consumer landscape, including apparel manufacturers, children and teen retailers, consumer electronics, department stores, discounters, home furnishings, luxury goods, off-price retailers, quick service and specialty restaurants and specialty apparel retailers. Their consulting services include acquisition due diligence, benchmarking, competitive analyses, financial analysis, investor relations functions, market assessments, and valuation.

Clearview Capital LLC (Clearview Capital) is a private equity firm founded in 1999 by James Andersen, Pete Doolittle and Calvin Neider. The firm is headquartered in Stamford, Connecticut.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.