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              GROWTH. TRANSFER. LEGACY.

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Communications


SPEAKERS

KEYNOTE SPEAKER - THE MACRO ECONOMY – When is the right time in the overall market?

Jeff Mortimer
Director of Investment Strategy at BNY Mellon Wealth Management


Panel Discussion - M&A MARKET – When is the right time for different kinds of buyers?

Moderator

David Poulin
Senior Vice President at RBC Wealth Management






David has over 29 years of experience working with high net worth entrepreneurs and business owners with their business transitions. David’s team provides companies with corporate retirement plans, stock plan services, commercial and business lending along with executive and business owner wealth planning services. Their pre-transition planning process helps entrepreneurs and business owners determine the cost of their post-transition lifestyle and help them determine the impact the liquidity event has on their future financial security. Their number. Dave and his RBC wealth advisory team provide holistic wealth planning including an interactive financial plans, retirement income planning, estate plan review and advisement, tax minimization strategies, insurance optimization and risk based asset management. David also leverages his large outside network of strategic consultants, business brokers, investment banks, accountants and attorneys to help build or add to advisory teams who help guide entrepreneurs and business owners to a successful transition of their business. 


Panelist

Dara Mitchell
Vice President of Corporate Development at Kadant, Inc.







Dara is Vice President of Corporate Development at Kadant Inc. (NYSE: KAI)- a leading global supplier of highly engineered critical components used in process industries. Prior to her role at Kadant, Dara co-founded NewDelta Partners - a Boston-based investment banking and strategic advisory firm. Before NewDelta, Dara was a Principal at 3i, a global private equity firm with $11B in assets, where she was based in London.

She has successfully led multiple fundraisings, M&A transactions and IPOs and has worked with the Boards of many companies to help them achieve growth. Dara also brings an international perspective and has worked with companies in both the United States and the United Kingdom.

Dara received her MBA from the Kellogg Graduate School of Management and her BA from Harvard University.


Panelist

Rich Glassman
Partner at Schatz Brown Glassman LLP and Executive Vice President at Grandview Capital Strategies, Inc.






Mr. Glassman is an attorney with more than 35 years of experience in the law, banking and management.  After a 20+ year career in commercial and investment banking, Mr. Glassman transitioned to the private sector and became the President and CFO of a top-25 travel management company.  In 2004, Mr. Glassman returned to the practice of law focusing on the creation and administration of Employee Stock Ownership Plans (ESOPs) and related equity incentive plans at ESOP-owned companies.  Mr. Glassman is a founding partner of ESOPPlus: Schatz Brown Glassman LLP, and is also Executive Vice President of Grandview Capital Strategies, a company providing fiduciary consulting services to ESOP-owned companies.

Mr. Glassman is a member of The ESOP Association and the NCEO.  He is a board member of the Grand Central Oyster Bar, Inc., a 100% ESOP-owned Company, an advisory board member to two other 100% ESOP-owned companies, a trustee of the Jewish Federation of Greater Hartford and a board member and past president of the Jewish Family Services of Greater Hartford.

Mr. Glassman works with corporations, directors, management, stockholders and ERISA fiduciaries in connection with the design, creation and management of ESOPs, equity-based compensation plans, and matters relating to banking, corporate finance, corporate responsibility and ERISA matters.


Panelist

Doug Baumoel
Founding Partner of Continuity Family Business Consulting, Author & Speaker


Panelist

Julia Karol
President & COO at Watermill Group


Panel Discussion - COMPANIES – When is the right time strategically?

Moderator

Shannon Zollo
M&A and P/E Attorney at Nutter, McClennen & Fish LLP





Shannon Zollo is a partner in Nutter’s Corporate and Transactions Department and Chair of the firm’s Mergers and Acquisitions Practice Group. He advises clients on a wide range of corporate matters, including mergers and acquisitions, private equity, venture capital, executive compensation, and corporate governance. Early stage and middle market clients frequently rely on Shannon to serve as their outside general counsel. Shannon also presents and is quoted in the media on business issues, including transactions, financing, and emerging trends in private equity and venture capital.


Panelist

Bob Furlong
Former President of Copley Flair


Panelist

Craig Bovaird
President of Builtrite Tool & Die, Inc.


Panelist

Gigi Wang
CEO of Invoke Solutions, Inc.


Panelist

Ryan Kim
Consumer & Industrial Private Equity Investor at Castle Island Partners


Panel Discussion - OWNERS – When is the right time for you personally?

Moderator

Derek Mohamed 
Managing Director, Mohamed-Merola Wealth Management


Panelist

Nancy Nager
President & CEO of SBSC, Inc


Panelist

Hal Charnley
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.




Hal Charnley is a serial entrepreneur and investor and has been a CEO for the past 25 years. Hal spent most of his career in technology, but has been involved in a variety of businesses including commercial construction, sports promotion and others. He has raised in excess of $150M in angel, venture capital and private equity and has successfully exited 5 businesses.

He holds BS, MS and MBA degrees and is past Chairman of UMass Lowell College of Arts and Sciences. He is a founding member of the High Growth CEO Forum, and active member of the Boston CEO Club, a member of the Turnaround Management Association, a former adjunct Graduate School Professor, and a board member on several private company Boards. He is a frequent lecturer on a variety of business topics focused around entrepreneurship, change management and business transitions.

Today he spends his time as a CEO coach and advisor to private Boards on special situations and turnarounds.


Panelist

Gene Fax
Co-Founder & Chairman of the Board – Cadmus Group






Gene Fax co-founded The Cadmus Group LLC in 1983 to conduct policy studies and programs in environmental protection. Since its founding the company has added energy efficiency, homeland security, climate change, and international development to its lines of business. The company’s clients now include private industries, private and publicly owned utilities, federal and state agencies, municipal and state governments, non-profit foundations, and international development agencies. Cadmus now employs over 550 people in the United States and Europe: engineers; economists; biologists; political scientists; environmental scientists; specialists in security, public health, public administration, data management, and public relations; and people in many other disciplines.

In 2007 Gene and his co-founder turned direction of the company over to a young president/CEO, whom they had hired and trained, so that they could concentrate on business development and client satisfaction. In 2003 Gene and his co-founder sold 51 percent of their shares to Cadmus’ Employee Stock Ownership Plan and the remainder in 2010. Gene remains with the company as non-executive Chairman.

Gene is a member of Sigma Xi, the Scientific Research Society, and Pi Tau Sigma, the International Mechanical Engineering Honor Society. He holds a bachelor’s degree from the Massachusetts Institute of Technology.


Panelist

Dr. Nesbitt Hagood
President & CEO Triib, Inc; former President, Founder and CEO of Pixtronix, Inc. 




KEYNOTE SPEAKER - THE DEAL ECONOMY - How you should you think about the market?

Brooks Gallagher
Director at Bank of America Merrill Lynch


You can expect to hear from:
  • Business owners who will share their stories of building business value, transferring value and pursuing their chosen life and legacy 
  • Buyers with differing strategies such as strategic, financial and family succession
  • Advisors who support business owners with their companies and personal journeys


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