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”.

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