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XPX Maryland - Selling to a Strategic Buyer

  • September 20, 2019
  • 8:00 AM - 10:00 AM
  • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228


Buyers for small- and middle-market companies come in all shapes and sizes. The type of buyer for your client’s business can have a material impact on the transaction in terms of due diligence, timing, financing, the seller's ongoing role, staff retention, valuation and the ongoing legacy of the business.

Jeff McNeill, Chief Development Officer of Refresh Mental Health

Please join us as Jeff McNeill provides us with best practices and first-hand experience working through an active roll-up in the Behavioral Health industry.

Founded in 2017, Refresh Mental Health is the parent company of leading mental health practices with unique and specialized programs throughout the United States. They currently have over 1000 staff members working from over 65 locations, including Maryland.

Prior to joining Refresh Mental Health, Jeff was a co-founder and Partner of Palmetto Capital Partners, a Partner in the private equity groups at GenSpring Family Offices and SunTrust Banks, and a financial analyst in the investment banking division of Salomon Smith Barney.


8:00 AM – 8:30 AM – Networking
8:30 AM – 9:00 AM– Breakfast
9:00 AM – 10:00 AM – Presentation


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