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These videos provided courtesy of XPX New England from their 2019 Summit. The program was designed to provide a primer for business owners on key issues about building value, transferring value and ensuring owner life and legacy.

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

Jeff Mortimer, Director of Investment Strategy at BNY Mellon Wealth Management

Keynote about current economic conditions, especially as it relates to the private company market, M&A conditions and, if possible, regional considerations.

The Macro Economy

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

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


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

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

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

Julia Karol, President & COO at Watermill Group

This panel addressed the needs and perspectives of different kinds of buyers including the best time for them to get involved in a transaction. The panel will address the distinctions between buyer/transfer types as well as the universal needs of all transfers.

buyer profiles

COMPANIES – When is the right time strategically?

David Poulin, Senior Vice President at RBC Wealth Management

Bob Furlong, Former President of Copley Flair

Craig Bovaird, President of Builtrite Tool & Die, Inc.

Gigi Wang, CEO of Invoke Solutions, Inc.

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

Panel featured different value creation strategies of companies, how the companies developed them, how they planned for exit, how they knew the time was right to transition the company.

Business Owners shared their interesting stories in how they developed deliberate strategies to build transferable value within a business vertical, technology and business model. In addition, universal lessons about building business value will be discussed.


Thursday, April 25   OWNERS – When is the right time for you personally?

Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management

Nancy Nager, President & CEO of SBSC, Inc 

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.

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

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

This group of panelists will feature different stories about the personal side of the journey of building and transferring value. This open and frank conversation will provide the audience with many lessons learned.


Friday, April 26   THE DEAL ECONOMY - How should you think about the market?

Brooks Gallagher
Director at Bank of America Merrill Lynch

Speaker will focus on M&A trends and Outlook and how it applies to midmarket businesses in terms of timing for optimal marketability

deal economy

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