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

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
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
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
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

 6:00 pm Network Reception


Host Sponsor

Opening Keynote Sponsor


Lanyards Sponsor


Parking Sponsor



Communications Sponsor


Full Table  Sponsor




Half Table  Sponsor









Summit Sponsors

Event

Opening Keynote


Landyards 




Parking

Communications


Log in


Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy