XPX - Summit

Join Us At Our 2020 Summit!

We will spend the day with business owners and several PE firms to hear what each of their experiences were like during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons will be shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.

Location

The Offices of Nutter McClennen & Fish LLP

155 Seaport Boulevard, Boston, MA

Time & Date

Tuesday, March 10th, 2020

1:00PM - 7:00Pm

XPX New England 2020

Registration

Registration for Members and Sponsors is open!

Member and Sponsors are first to purchase full tables or half tables to this Member Event:

NE Member Full Table of 10

$1,875.00

Non-Member Full Table of 10

$2,000.00

NE Member Half Table of 5

$950.00

Non-Member Half Table of 5

$1,000.00

Individual New England Member

$150.00

Individual Non-Member

$175.00

No refunds or credits will be given for cancellations.

SCHEDULE:

12:30 pm - Check-In | Networking

1:00 pm - Keynote Speaker
Leo Grohowski, Chief investment Officer of BNY Mellon Wealth Management

2:00 pm - Panel 1: Pre-Deal Planning
Moderator
Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management
Panelists:
Doug Elder, VP & GM of Optimal, a KKR portfolio co.
Bob Emmert, Managing Partner at McCarthy Capital
Jeff Freedman, Founder and CEO of Small Army
Andrew O’Brien, Former owner/operator of Package Supply Corp.

3:30 pm - Panel 2: During the Deal
Moderator
Shannon Zollo,M&A and P/E Attorney at Nutter, McClennen & Fish LLP
Panelists:
John Coughlin, Former CEO of Advanced Instrument
Carl Forsythe, Former CEO of Globe Composite Solutions
Christina Pai, Partner with Fort Point Capital

4:30 pm- Panel 3: Post Transaction Considerations
Moderator
Rudy Scarito, President of RS Finance & Consulting
Panelists:
Hal Charnley, Vice Chairman at The Grommet and Trux; Principal Boston Harbor Capital
Paul LaFerriere & Dorrie Parini, Former Co-Founders and Co-Owners of Custom Learning Design Inc.
Peter Sullivan, Former CEO of Accurate Fasteners

5:30 pm Town Hall – all panel members take audience questions
Town Hall Moderator
William R. Rodgers, Attorney at Law - Tarlow, Breed, Hart & Rodgers, P.C.

6:00 pm Network Reception

XPX New England 2020 Summit

Thank You To Our Sponsors

Host Sponsor