XPX NEW ENGLAND VIRTUAL SUMMIT 2020 VIEWING
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. Please register to receive a link each day when the full video is released.
Tuesday April 7
Keynote Speaker
Daniel Fasciano, National Director of Portfolio Management at BNY Mellon
Wednesday April 8
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
Thursday April 9
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
Friday April 10
Panel 3: Post-Deal 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
THANK YOU TO OUR SUMMIT SPONSORS:
Summit Host Sponsor:
Nutter
Summit Keynote Speaker Sponsor:
BNY Mellon Wealth Management
Summit Parking Sponsor:
BDO
Summit Lanyards Sponsor:
RS Finance
Summit Communication Sponsor:
Dale Carnegie
Summit Full Table Sponsors:
Dunn Rush & Co.
Middlesex Saving Bank
Mohamed-Merola Wealth Management
Summit Half Table Sponsors:
AAF CPAs
Centerpoint Advisors
CEO Roundtable
Citrin Cooperman
KLR
Mirus Capital
The Provident Bank
Touchstone
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