The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our 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.
Our January meeting will focus on War Stories from the Trenches – what are some of the real examples of challenges advisors face when working through a transaction. Even the best planned and coordinated transaction will hit bumps in the road. How can we as advisors prepare both ourselves and our clients for such obstacles. What are some examples of these unforeseen obstacles?
Our discussion will be led by Anthony Moretti, Senior Managing Director and Head of Investment Banking at Brooks, Houghton & Company. Mr. Moretti brings with him over 15 years of investment and commercial banking experience to Brooks, Houghton & Company. Mr. Moretti has spent his career assisting middle market and emerging growth companies on numerous assignments involving mergers, acquisitions, divestitures, spin-offs, debt and equity financings (public and private), general corporate finance advisory, valuations and fairness opinions. Mr. Moretti's transaction experience covers several industry sectors, including apparel & footwear, consumer electronics, digital media, filmed and interactive entertainment, personal care products and services, recreational products, retail and toys.
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 2020, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!
Ann Bank Parking Garage
41 Bank Street, Morristown, NJ
DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ