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• XPX New Jersey - Next Steps? What’s the Best Plan Moving Forward?

  • When
    June 20, 2018
  •  
    8:00 AM - 10:00 AM
  • Location
    The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
  • Registered
    17 registrants

  Register

  The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to follow a case study approach addressing all of the various considerations associated with a successful exit, we welcome your attendance at our next meeting. Our ‘client’ is a partnership that wants to position itself for an exit in two to three years. As with most companies, there are some issues that need to be resolved to make the transition, and ultimate exit, a success.

  Join us as we look back on all of the topics we covered in support of our middle market company and discuss what should be their best plan moving forward. There are many considerations for a multi-generational private company to examine and address. Which should be the priority, which should be put on the back-burner. What is the right team of professionals they need to achieve the most successful outcome? We will explore and collectively determine the key priorities for these owners and define a plan of action.

  This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.

  We invite you to join us for this exciting event and for the entire series this year!

  To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2018, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

  Click here for the Case Study.

  
  

  Parking Suggestions:

  Ann Bank Parking Garage
  41 Bank Street, Morristown, NJ

  OR

  DeHart Street Parking Garage
  14 Maple Ave, Morristown, NJ

  
  

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• XPX Hartford - Perspectives from a Private Equity Investor

  • When
    June 20, 2018
  •  
    8:00 AM - 10:00 AM
  • Location
    The Hartford Club, 46 Prospect St, Hartford, CT
  • Registered
    29 registrants

  Register

  Trade Secrets of investing in the lower middle market and their approach to business valuation
  

  Private equity Firms are very active in today’s marketplace of mergers and acquisitions. This month we will explore the ins and outs of private equity and how they look at possible investments. What is their approach on valuating a business, deal structure and how they work with investment bankers, M&A advisors and other trusted advisors.
  

  
  

  James Andersen , Co-Founder and Managing Partner of Clearview Capital, LLC

  James is involved in all aspects of the firm’s activities, is Co-Chair of the Investment Committee and serves as Chairman or Director of Pyramid Healthcare, Pediatric Healthchoice, Derby Building Products, Advanced Medical Personnel Services, Controlled Products and Community Medical Services. James earned a BSE in Civil Engineering, cum laude, from Princeton University and an MBA from The Wharton School. He is active in Princeton University alumni affairs where he serves on the Advisory Council for the department of Operations Research and Financial Engineering and is past Chair of the Alumni Council Committee on Careers. He also serves as Chair of the Board of Trustees of St. Luke’s School, a secular, independent day school in New Canaan, CT.

  
  Doni Perl, Vice Preseident Charter Oak Equity Partners

  Doni joined Charter Oak Equity in 2017. Prior to Charter Oak Equity, Doni spent four years at Quadrangle Group, where he focused on investments in the communications and media sectors, and two years with Sanabe & Associates, an investment banking boutique providing M&A, restructuring and strategic advice to companies in the building products, paper/packaging and renewable energy industries. He has served on the board of directors of Hargray Holdings and TowerVision Group. Doni received a B.S., summa cum laude, in Marketing and International Business from the Stern School of Business at New York University, and an MBA from the Yale School of Management.
  
  
  Click here for the Case Study.

  
  

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• XPX New York - Closing Cocktail Party:

  • When
    July 12, 2018
  •  
    5:30 PM - 7:30 PM
  • Location
    TBD
  • Registered
    Nobody

  A celebration of a great year at XPX
  

  
  

  Stay tuned!

  
  

  
  

  
  

  
  

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• XPX New Jersey - Closing Cocktail Party

  • When
    July 17, 2018
  •  
    5:00 PM - 7:00 PM
  • Location
    Town Bar and Kitchen, Morristown NJ
  • Registered
    Nobody

  A celebration of a great year at XPX
  

  Stay tuned!
  

  
  

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• XPX Fairfield - Closing Cocktail Party:

  • When
    July 18, 2018
  •  
    5:30 PM - 7:30 PM
  • Location
    The Shore and Country Club, 220 Gregory Boulevard, Norwalk
  • Registered
    Nobody

  A celebration of a great year at XPX

  
  

  Stay Tuned!

  
  

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• XPX Hartford & ACG CT - Beer & BBQ Party

  • When
    July 25, 2018
  •  
    5:30 PM - 7:30 PM
  • Location
    Stony Creek Brewery (The Celebration Room), Branford CT
  • Registered
    28 registrants

  Register

  
  

  Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

  

  Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

  Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!

  
  Attire is summer casual. Registration fee includes food and open bar.

  INVESTMENT

  XPX Members:
  Member of XPX Hartford & Tri-State: $55.00
  Young Member of XPX CT & Tri-State: $45.00
  Member of Other XPX Chapter: $65.00

  ACG Members: Registration code required to get rates below.
  Member of ACG CT: $55.00 - BEER2018
  Young Member of ACG CT: $45.00 - BBQ2018
  Member of Other ACG Chapter: $65.00 - Summer2018

  
  

  Non-Members & Guests:
  $75.00 (expires July 18)
  $95.00 (after July 18)

  
  

  
  

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