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

Summit 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
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
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
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

 6:00 pm Network Reception

Host Sponsor

Opening Keynote Sponsor

Lanyards Sponsor

Parking Sponsor

Communications Sponsor

Full Table  Sponsor

Half Table  Sponsor

Summit Sponsors


Opening Keynote




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