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

Virtual Summit

April 7 -10

XPX New England is providing a open sneak week of videos from its recent Summit during a one week period. After that, it will be accessible to XPX Members only. As always, this was a powerful set of content about the full cycle of private companies before, during and after a transition. 

Hear from business owners and several PE firms about their experiences during a sale process. No two sales are alike. Many challenges arise along the way. Many valuable lessons were shared. Each panel will discuss a different stage of the sale process and measures you should consider to “Follow the Road to Success”.

SCHEDULE:

Videos will be released once a day starting on April 7 and remain public for a week.

Please register to receive a link each day when the full video is released. 


Tuesday April 7 
Keynote Speaker - FULL VIDEO BELOW
Daniel Fasciano, National Director of Portfolio Management at BNY Mellon

Wednesday April 8

Panel 1: Pre-Deal planning FULL VIDEO BELOW
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



Thursday April 9

Panel 2: During the Deal FULL VIDEO BELOW

Panelists:
John Coughlin, Former CEO of Advanced Instrument 
Carl Forsythe, Former CEO of Globe Composite Solutions  
Christina Pai, Partner with Fort Point Capital


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Friday April 10 

Panel 3: Post-Deal Considerations FULL VIDEO BELOW
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


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