Theodore H. Wagenknecht

Applied Fundamental Research LLC (AFR) is a privately held, SEC-registered investment advisor and hedge fund manager headquartered in Cambridge, Massachusetts. The firm was founded by Theodore H. Wagenknecht and Kevin F. Curran in 2013. AFR primarily acts as investment adviser to two private investment partnerships, AFR Value Partners LP (AFR VP) and AFR Concentrated Value LP (AFR CV).

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Polen Capital Credit LLC /Private Equity/ (Polen Capital Credit) is a private equity subsidiary of Polen Capital Management LLC founded in 1966 by David John Breazzano. The firm is headquartered in Waltham, Massachusetts.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.