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These are our local events. View our full Tri-State Calendar for additional events in Fairfield County CT as well as New York and New Jersey

Upcoming events

    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT

    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.

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

    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.


    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)

Chapter Events


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The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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