| 10% | Klaviyo, Inc. | Oct 23, 2023 | N/A | $68M |
| CEO | Carrols Restaurant Group, Inc. | Feb 28, 2020 | 3.2 | $2M |
| GC | Greenlight Capital Re, Ltd. | Mar 05, 2018 | 2.0 | $198,120 |
| Dir | Community Bank System, Inc. | Sep 22, 2023 | 1.2 | $2M |
| 10% | Ace Global Business Acquisition Ltd | Apr 09, 2021 | 3.0 | N/A |
| CHRO | Qualcomm Inc/De | May 02, 2025 | 1.8 | $9M |
| EVP | Advanced Energy Industries Inc | Mar 03, 2025 | 2.0 | $2M |
| Dir | Credo Technology Group Holding Ltd | Mar 07, 2025 | 2.8 | $2M |
| Dir | First Financial Bancorp /oh/ | Dec 31, 2020 | 1.3 | $67,839 |
| EVP | Transunion | Mar 03, 2025 | 2.0 | $3M |
| CFO | Hancock Whitney Corp | Oct 18, 2024 | 2.3 | $5M |
| SVP | National Vision Holdings, Inc. | May 13, 2025 | 1.5 | $280,820 |
| SVP | Mustang Bio, Inc. | Dec 14, 2021 | 131.3 | $94,929 |
| SVP | Raymond James Financial Inc | Dec 12, 2019 | 2.1 | $2M |
| Corporate Controller | Autoliv Inc | Oct 28, 2015 | 1.0 | $97,141 |
| VP | Barnes Group Inc | Nov 03, 2023 | 2.5 | $2M |
| Dir | Pacwest Bancorp | May 03, 2021 | 2.7 | $102,564 |
| VP - Operations | Bel Fuse Inc /nj | Dec 04, 2023 | 2.0 | $729,378 |
| Chief Revenue Officer | Guidance Software, Inc. | Dec 09, 2015 | 2.0 | $40,861 |
| EVP | Unifi Inc | Nov 08, 2018 | 3.0 | $45,415 |
| CFO | Davita Inc. | Aug 27, 2024 | 1.6 | $16M |
| Dir | Guardian Pharmacy Services, Inc. | May 27, 2025 | 2.0 | $26M |
| SVP | Smith A O Corp | May 10, 2021 | 0.8 | $2M |
| Dir | National Fuel Gas Co | Mar 17, 2017 | 2.2 | $21M |
| Pres | Big Rock Partners Acquisition Corp. | Nov 20, 2018 | 2.5 | $225,000 |
| SVP-COO-Towers | Crown Castle International Corp | Oct 21, 2019 | 1.0 | $2M |
| Senior Financial Advisor | Charles River Laboratories International Inc | Feb 16, 2016 | 2.0 | $4M |
| Dir | Smartfinancial Inc. | Nov 07, 2022 | 26.0 | $289,450 |
| Dir | Verona Pharma Plc | May 14, 2025 | 1.9 | $5M |
| Dir | Vistra Energy Corp. | Nov 09, 2018 | 2.5 | $41,974 |