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
Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management
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
Shannon Zollo,M&A and P/E Attorney at Nutter, McClennen & Fish LLP
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
Rudy Scarito, President of RS Finance & Consulting
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