Dan O'Brien

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Tallan, Inc. develops information technology software solutions. It focus on portals and collaboration, business intelligence, application integration, mobile platforms, user experience, e-commerce, web development, and cloud services. The company was founded in 1985 and is headquartered in Rocky Hill, CT.

Responsys, Inc. provides email and cross-channel marketing solutions that enable companies to engage in relationship marketing across the interactive channels that consumers who are embracing today with email, mobile, social and the web. Its solution is comprised of its on-demand software and its professional services, which are focused on enabling the marketing success of its customers. The company on-demand software, the Responsys Interact Suite, the core element of its solution, provides marketers with a set of integrated applications to create, execute, optimize and automate marketing campaigns. The company was founded by Anand Jagannathan, Raghunath Raghavan and George S. Wiedemann on February 3, 1998 and is headquartered in San Bruno, CA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

SunTx Capital Partners LP (SunTx Capital Partners) is a private equity subsidiary of SunTx Capital Management Corp founded in 2000 by Ned N. Fleming, Craig J. Jennings and Mark R. Matteson. The firm is headquartered in Dallas, Texas.

JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

C&M Conveyor, Inc. manufactures designs and sells material handling equipment. It offers parts for turntable, pivoting devices, mesh conveyor and powered fork entry. The firm provides solutions for corrugate, folding carton, roll handling and custom applications. The company was founded in 1982 and is headquartered in Mitchell, IN.

Equicom, Inc. owns and operates radio stations. It operates commercial broadcasting radio stations in Texas. The company is headquartered in Dallas, TX.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

Thinkwell Corp. develops cloud-based courseware. It offers video-based instruction, automatically graded exercises, comprehensive course content, and customizable platform. The firm's subjects include math, science, and social science. The company was founded by Dan Heath and Amy Bryant in 1997 and is headquartered in Austin, TX.

J. H. Whitney Capital Partners LLC (JH Whitney) is a private equity subsidiary of J. H. Whitney & Co. LLC founded in 1946 by John Hay Whitney. The firm is headquartered in New Canaan, Connecticut.

Avista Capital Holdings LP (Avista Capital Partners) is a private equity firm founded in 2005 by Steven Webster and Thompson Dean. The firm is headquartered in New York.

GE Oil & Gas, Inc. manufactures and supplies blower and compressor technologies. The company is headquartered in Schenectady, NY.

First Beverage Group LLC provides financial advisory services. The firm advises and invests in innovative and transformational beverage brands. It also specializes in providing growth equity to emerging beverage companies. The company was founded by William S. Anderson and is headquartered in Los Angeles, CA.

First Beverage Capital LLC (First Beverage Capital) is a private equity firm is founded in 2005 by William S. Anderson. The firm is headquartered in Los Angeles, California.

The Small Business Investor Alliance is an association of senior investment professionals focused on the lower middle market. The non-profit company is based in Washington and was founded by Jonathan F. Wilson. The American company's public policy goals are focused on maintaining access to growth capital for small businesses to support economic growth and job creation. The company recommends policies to unleash more capital for job creation and economic growth, including encouraging investment in rural business investment companies and venture and growth capital.

R360 Environmental Solutions LLC provides waste management services. Its services include landfill waste disposal, land treatment process, washouts, oil reclamation, transportation, closed loop equipment and waste collection, production water disposal, and R3 technology. The company was founded on July 2010 and is headquartered in The Woodlands, TX.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance).

Part of UBS Group AG, Credit Suisse Holdings (USA), Inc. is a company based in New York, NY. The CEO of the company is Eric Morris Varvel.