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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX New Jersey - Current State of Capital Markets and Financing Options

  • October 17, 2018
  • 8:00 AM - 10:00 AM
  • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

Registration

  • Applies to a first time attendee to one XPX event. XPX Member Referral Required.

The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

As a company contemplates options for its long-term growth or entering the M/A market, the owners need to have a strong understanding of the current market environment and financing market. In this session, we will have senior lenders discuss with the group the state of the lending market and the variables owners need to be aware of. There has been a growth of alternative lenders competing with traditional banks, how has the changed the options available to owners? Interest rates have finally been rising over the past couple of years with signs that it will continue. How does higher interest rates change an owners time schedule for financing options? We will discuss multiples for mezzanine debt, financing combinations, and other less traditional financing opportunities that can assist in getting M&A deals closed.

Please join us with a discussion led by Jon Wronski, Sr. Vice President with Bank of America and Peggy Murphy, Sr. Client Manager with Bank of America, as they share their professional experience with all of us. 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 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

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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