Mat Ishbia

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Pangaea Asset Management LLC provides financial and investment services. It offers integrated investment, risk and portfolio management, credit analysts, loan collateral and asset management capabilities to invest in energy. The company was founded by Michael P. King, David R. Schmuck and Barry N. Shear in February 2007 and is headquartered in Chicago, IL.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

The Federal Savings Bank is a veteran-owned bank, which engages in providing residential home lending services. Its services include refinancing options; affinity lending; reverse home equity conversion mortgage; checking accounts; certificate of deposits; savings accounts; personal loans; and mobile banking. The company was founded by Stephen Calk and is headquartered in Chicago, IL.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.

Capital Markets Group LLC provides advisory services to the middle market. The private company is based in Atlanta, GA.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL.

Part of Ford Motor Co., FordDirect.com is a private company that helps Ford and Lincoln dealerships sell more cars and trucks. The company is based in Dearborn, MI. FordDirect.com is a joint venture between Ford Motor Company and its franchised dealers. The company connects the worlds of data, analytics, and technology to provide digital marketing and advertising solutions exclusively for Ford dealers and Lincoln retailers. Dean Stoneley has been the CEO of the company since 2022.

Monroe Capital LLC (Monroe Capital) is a private equity firm founded in 2004 by Theodore Koenig. The firm is headquartered in Chicago, Illinois.

OEP Capital Advisors LP is an Private Equity/Venture Capital firm founded by Dick Cashin in 2001. The firm is headquartered in New York with additional offices in Frankfurt and Amsterdam.

Class Valuation LLC engages in the provision of real estate asset valuation and appraisal management solutions for the residential mortgage industry. The company was founded in 2009 and is headquartered in Troy, MI.

Assembly Health LLC provides Revenue Cycle Management and back-office services to physician groups and long-term care communities. The company is based in Chicago, IL. The company's services help enhance financial performance to support quality care. With outsourced revenue cycle management, they help maximize revenue and operate more efficiently. The company was founded in 1971. The CEO is Jack Fitzgibbons.

Together Women's Health LLC is a women's health management services organization that partners with leading physicians to build a premier network of obstetricians and gynecologists. The company is based in MI and is building a network of top clinicians in a physician-led culture. TWH supports its affiliated practices and physician partners throughout multiple states with strategic guidance, administrative resources, operational expertise, and capital, allowing physicians to focus on clinical excellence and serving their communities. The American company was founded in 2020 by Anthony Ahee and Paul Nehra, and Anthony Ahee has been the CEO since 2020.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

SCP ENT & Allergy Services LLC engages in the provision of strategic, operational, and administrative support to clinical ear, nose, and throat as well as allergy practices. The company was founded in 2019 and is headquartered in Sandy Springs, GA.

Shore Financial Services, Inc. provides mortgage lending services. The company was founded on July 16, 1986 and is headquartered in Birmingham, MI.

Rockbridge Growth Equity Management LP (Rockbridge Growth Equity) is a private equity firm founded in 2007 by Dan Gilbert, Brian Hermelin, and Kevin Prokop. The firm is headquartered in Detroit, Michigan.

Guaranteed Rate, Inc. offers self-service tools and one-on-one mortgage services. It provides new home purchase and refinance loans, debt consolidation, and relocation mortgage. The company was founded by Victor F. Ciardelli III in June 2000 and is headquartered in Chicago, IL.

ClearPath Diagnostics provides cytology and anatomic pathology services. It offers clients with the service and diagnostics and involves process of securing pathology and cytology reports. The company was founded by Michael A. Jozefczyk and Michael T. Mazur in 1975 and is headquartered in Syracuse, NY.