Marathon Asset Management

NN, Inc. is a diversified industrial company headquartered in Charlotte, North Carolina, that specializes in designing and manufacturing high-precision solutions and components for various markets, including medical, aerospace and defense, electrical, automotive, and general industrial sectors. The company operates through three main segments: Life Sciences, Mobile Solutions, and Power Solutions. The Life Sciences segment focuses on producing high-precision metal and plastic components and assemblies for medical applications, such as surgical devices and implants. The Mobile Solutions segment supplies critical components for fuel systems and automotive applications, while the Power Solutions segment delivers precision components used in power and flight control systems, particularly for military and aerospace applications. With a global presence, NN, Inc. serves customers through its network of manufacturing facilities across North America, South America, Europe, and Asia, employing over 4,300 people dedicated to delivering high-quality precision solutions. Founded in 1980, the company continues to leverage its engineering and materials science expertise to meet the needs of its diverse customer base.

Stockdale Capital Partners is a growing Los Angeles based vertically-integrated real estate investment firm, affiliated with Stockdale Management, a property management firm. We’re championing innovation, sustainability and design that brings people together, enhances quality of life and builds community. Focused on opportunistic investments across the Southwest, we have four offices and 75 employees in four states.

Sunbelt Modular, Inc. is a wholesale manufacturer based in Sachse, Texas, specializing in the design, engineering, and production of commercial modular buildings for a diverse range of industries. Founded in 2006, the company provides custom solutions for educational institutions, healthcare facilities, government agencies, construction projects, and retail businesses, among others. Its offerings include relocatable and permanent modular structures such as classrooms, medical offices, laboratories, military barracks, and commercial kitchens. Sunbelt Modular aims to meet the specific needs of its clients by delivering tailored building complexes and large mobile offices, ensuring functionality and adaptability across various sectors.

GEMS Education is a prominent network of international private schools and educational institutions, offering K-12 education services. Founded in 1959 and headquartered in Dubai, United Arab Emirates, the organization has expanded its presence to locations including Gurugram, India; New York and Rochester, New York; Riyadh, Saudi Arabia; Verneuil-sur-Avre, France; and Singapore. GEMS Education is dedicated to enhancing the quality of government schools and increasing access to education for underprivileged children, thereby supporting their educational and career aspirations. The company operates as a subsidiary of Varkey Group Limited and is committed to providing high-quality educational opportunities to a diverse student population.

Theratechnologies Inc., a biopharmaceutical company, engages in the discovery of therapeutic products for commercialization. The company's proprietary technologies include Long Acting Peptides, a peptide stabilization technology that increases the target protein's resistance to enzymatic degradation. Its lead product is tesamorelin, which completed its phase III clinical trial for the treatment of HIV-associated lipodystrophy and is in phase II clinical trials for the treatment of mild cognitive impairment and growth hormone deficient abdominal obesity. The company also develops Acute kidney injury, a preclinical stage product. It has a license agreement with PDC Biotech GmbH to use the antagonists of the prostaglandin F2a receptor in pre-term labor and primary dysmenorrheal; and OctoPlus N.V. to develop and commercialize GLP-1 portfolio of analogues. The company also has a collaboration and licensing agreement with EMD Serono, Inc. for the treatment of excess abdominal fat in HIV-infected patients with lipodystrophy. The company was founded in 1993 and is headquartered in Montreal, Canada.

Acer Therapeutics Inc. is a pharmaceutical company dedicated to the acquisition, development, and commercialization of therapies for serious, rare, and life-threatening diseases with unmet medical needs. Headquartered in Newton, Massachusetts, the company focuses on several clinical-stage candidates, including EDSIVO, aimed at treating vascular Ehlers-Danlos Syndrome in patients with a confirmed type III collagen mutation, and ACER-001, a formulation of sodium phenylbutyrate for various inborn errors of metabolism such as urea cycle disorders and maple syrup urine disease. Additionally, Acer is developing emetine hydrochloride as a potential treatment for COVID-19 and has a clinical-stage candidate, osanetant, for induced vasomotor symptoms. Founded in 2013, Acer Therapeutics is committed to addressing critical health challenges through innovative therapies.

BigBear.ai is a technology-focused company that specializes in decision intelligence solutions tailored for the national defense and intelligence sectors. The company offers a wide range of high-end capabilities, including artificial intelligence, machine learning, data science, and advanced analytics. Its services encompass offensive and defensive cybersecurity, data management, cloud solutions, digital engineering, and systems integration. BigBear.ai operates through two main segments: Cyber & Engineering and Analytics, serving various markets such as supply chains, logistics, autonomous systems, and cybersecurity. By leveraging its expertise in data and digital technologies, BigBear.ai aims to provide information superiority and robust decision support to its clients.

Kaleo, Inc. is a specialty pharmaceutical company based in Richmond, Virginia, that develops, markets, and sells innovative drug and medical products. Founded in 2008, the company specializes in creating combination drug/device products designed to empower patients in managing their health conditions. Its notable offerings include AUVI-Q, an epinephrine auto-injector for treating severe allergic reactions in infants and small children, and EVZIO, a naloxone injection for opioid overdose. Kaleo's product development emphasizes patient-centric approaches and leverages advanced drug delivery technology to enhance treatment efficacy and safety. The company provides its products through distributors in the United States and Canada and is committed to delivering solutions that improve clinical and economic outcomes for patients and healthcare providers.

Avenger Flight Group, LLC is an aviation training company based in Fort Lauderdale, Florida, incorporated in 2012. The company specializes in commercial aviation simulation and training services, catering to both domestic and international airlines. Avenger Flight Group operates state-of-the-art simulators in strategically located facilities in Fort Lauderdale, Las Vegas, Ciudad de Mexico, and Fort Worth. In addition to simulation training, the company offers classroom instruction tailored for trainers and pilots, providing comprehensive training solutions to meet the needs of its clients.

Dermavant Sciences is a biotechnology company focused on dermatology.

Healogics is an operator of wound care centers that specializes in providing comprehensive wound care services. The company collaborates with over 300 skilled nursing facilities and offers inpatient consults at more than 60 partner hospitals, ensuring that patients with chronic wounds receive appropriate care. Healogics focuses on advancing the science of wound medicine and improving treatment outcomes for individuals suffering from a variety of conditions, including diabetes, cancer, vascular diseases, and cardiac problems. By connecting with physicians and leveraging its extensive network of outpatient centers, Healogics aims to deliver both standard and advanced wound care solutions to its clients.

Europcar is the largest car rental company in Europe and currently has 2825 locations in 143 different countries. Europcar offices in Germany, France, Italy, Spain, Portugal and the United Kingdom are run centrally by Europcar in France, while all other countries are franchisees.

Baudax Bio is a pharmaceutical company dedicated to developing and commercializing innovative products for hospital and acute care settings. The company's lead product is an intravenous formulation of meloxicam, a non-opioid analgesic that has successfully completed Phase III clinical trials for managing moderate to severe pain. It is currently undergoing Phase IIIb clinical trials to evaluate its effectiveness in reducing opioid consumption and hospital stay lengths in patients undergoing colorectal and orthopedic surgeries. In addition to meloxicam, Baudax Bio is developing early-stage product candidates, including RP1000, an intermediate-acting neuromuscular blocking agent in Phase I trials, and RP2000, an ultrashort-acting neuromuscular blocking agent in preclinical development. The company also has a proprietary intranasal formulation of dexmedetomidine, known as Dex-IN. Incorporated in 2019, Baudax Bio is headquartered in Malvern, Pennsylvania.

ADMA Biologics is a biopharmaceutical company focused on developing, manufacturing, and marketing specialty plasma-derived biologics primarily for the treatment of immune deficiencies and infectious diseases. The company's product portfolio includes BIVIGAM and ASCENIV, both intravenous immune globulin products used for treating primary humoral immunodeficiency, as well as Nabi-HB, which is indicated for exposure to Hepatitis B. ADMA serves niche patient populations, particularly those who are immunocompromised or immune-suppressed due to medical conditions. To support its product development, ADMA operates FDA-licensed plasma collection facilities known as ADMA BioCenters, which supply plasma for its biologics. The company distributes its products through a network of independent distributors, specialty pharmacies, and alternate site providers. Founded in 2004 and headquartered in Ramsey, New Jersey, ADMA Biologics continues to advance its pipeline of plasma-derived therapeutics aimed at preventing and treating infections.

Sipex Corporation engages in the design, manufacture, and marketing of analog integrated circuits (ICs). It offers power management products, including white LED drivers, DC/DC regulators, and controllers to regulate, control, monitor, or provide the reference voltage for a system or portion of a system. The company also provides interface products that facilitate the transfer of digital signals between or within electronic systems, as well as ensure connectivity between networks, computers, and digital peripherals and consumer portable devices that connect to them. In addition, it offers optical storage products, including photo-detector ICs, advanced power control ICs, and laser diode drivers.