12:30 REGISTRATION AND NETWORKING
Arrival at conference center at Nutter McClennen and Fish LLP at 155 Seaport Blvd, Boston MA
1:00 KEYNOTE SPEAKER
THE MACRO ECONOMY – When is the right time in the overall market?
Director of Investment Strategy at BNY Mellon Wealth Management
Keynote about current economic conditions, especially as it relates to the private company market, M&A conditions and, if possible, regional considerations.
2:00 PANEL #1: M&A MARKET – When is the right time for different kinds of buyers?
Senior Vice President at RBC Wealth Management
Vice President of Corporate Development at Kadant, Inc.
Partner at Schatz Brown Glassman LLP and Executive Vice President at Grandview Capital Strategies, Inc.
Founding Partner of Continuity Family Business Consulting, Author & Speaker
President & COO at Watermill Group
This panel addresses the needs and perspectives of different kinds of buyers including the best time for them to get involved in a transaction. The panel will address the distinctions between buyer/transfer types as well as the universal needs of all transfers.
3:00 Networking Break
3:30 PANEL #2: COMPANIES – When is the right time strategically?
M&A and P/E Attorney at Nutter, McClennen & Fish LLP
Former President of Copley Flair
President of Builtrite Tool & Die, Inc.
CEO of Invoke Solutions, Inc.
Consumer & Industrial Private Equity Investor at Castle Island Partners
Panel to feature different value creation strategies of companies, how the companies developed them, how they planned for exit, how they knew the time was right to transition the company.
Business Owners will share their interesting stories in how they developed deliberate strategies to build transferrable value within a business vertical, technology and business model. In addition, universal lessons about building business value will be discussed.
4:30 PANEL #3: OWNERS – When is the right time for you personally?
Managing Director, Mohamed-Merola Wealth Management
President & CEO of SBSC, Inc
Former CEO of Mobee, former CEO of Net Clarity, former CEO of Artel Video Systems. Currently Vice Chairman of Wiser Solutions, Inc., Principal of Boston Harbor Capital, Board member of Cambridge Sound Management.
Co-Founder & Chairman of the Board – Cadmus Group
Dr. Nesbitt Hagood
President & CEO Triib, Inc; former President, Founder and CEO of Pixtronix, Inc.
This group of panelists will feature different stories about the personal side of the journey of building and transferring value. This open and frank conversation will provide the audience with many lessons learned.
5:30 KEYNOTE SPEAKER
THE DEAL ECONOMY - How should you think about the market?
Director at Bank of America Merrill Lynch
Speaker will focus on M&A trends and Outlook and how it applies to midmarket businesses in terms of timing for optimal marketability
6:00 THE POWER OF COLLABORATION
Short wrap-up talk by local XPX Leaders