VIRTUAL XPX New England Summit 2020: Follow the Road to Success

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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