XPX Boston RI/SE MA Breakfast Meeting

Panelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built and/or managed. They will provide valuable feedback to advisors as to what works and what doesn’t to add value in the planning process leading up to a successful exit. The panel will be moderated by Joe Pucci, Chairman of the Exit Planning Exchange CT Chapter and Principal at AB Bernstein.

Panelists
Josh Dick
Josh sold multi-generational company Urnex Brands in April, 2015 to Cortec Group, a NYC-based private equity group. He remains CEO driving growth for Urnex which began on the lower east side years ago, moved to Yonkers and then to Elmsford. They sell cleaning products for coffee urns, with worldwide customers like Starbucks, McDonalds, Keurig, etc. Josh served as President from 2003-2015 orchestrating the sale. Previously he held analyst and marketing roles at Unilever, Cadbury and Salomon Brothers. Josh has a MBA from Northwestern Kellogg School of Management and a undergraduate degree from Yale University.

Mike NiCastro
As CMO of Open Solutions, which went public and then merged into Fiserv, Mike led the company’s growth from 1994-2008. He now works with a select few clients consulting on growth, capital raising and exit planning, while serving on a number of boards and helping young entrepreneurs (law school graduates and undergrads) in business.

Werner von Pein
Werner has spent most of his 40+ year career as CEO of various packaged goods and consumer brand companies, particularly family-owned brands. In his 3-5 years with each company, he’ll professionalize the management, improve financials, and manage family dynamics, while also orchestrating an exit for one or all of the family members. Companies and brands managed include: Financier Patisserie, Lavazza, Hebrew National, Nabisco, Melitta, Quaker Oats, and P&G. Werner has a MBA from Xavier and BS in Chemical Engineering from Rochester.

Investment
Early Bird Rates Expire February 3, 2016
Members of XPX CT: Complimentary
Non-Members Early Bird: $75.00
Non-Members: $95.00

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