15
Sep
XPX CT Hartford: The Current Environment and Outlook for M&A
September
15
Wednesday

Event Information

Date & Time

Wed, Sep 15th, 2021
8:20am - 9:30am (EDT)

Location

Virtual - Connection details sent upon registration.

Status

Registration Now Closed

Price

Connecticut & Tri-State Members $0.00
Non-members Early Bird (through 9/12) $25.00
Non-Members Regular Rate $35.00
Non-Members Same Day Fee $45.00
Other XPX Chapter Members $10.00

Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Brody and Associates, LLC
Charles Carter
Michael Clear of Wiggin and Dana is a member of XPX Connecticut
Michael T. Clear
Wiggin and Dana
Steven C Crowley
CFO Consulting Partners, LLC
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Adam Dotson
Brian William Fischer
Day Pitney LLP
Jacquelyn Galligan
OEM America
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut
Ramsey W. Goodrich
Carter Morse & Goodrich
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas R Heide
Heide & Company, LLC
Philip Kane
U.S. Bank
Michael Karwic of Simone Zajac Wealth Mgmt Group is a member of XPX Philadelphia
Michael B Karwic
Simone Zajac Wealth Mgmt Group
Bonnie D. Kumiega
Updike, Kelly & Spellacy, P.C.
David Landrum
Integrated Growth Advisors
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Michelle Orr
Live Oak Bank
Steven Pappas of Touchstone Advisors is a member of XPX Connecticut
Steven Pappas
Touchstone Advisors
Ed E Pratesi
Valuation & Transition Strategies, LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
William Blair
Havell Rodrigues
New Majority Capital
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry C Rollins
Twenty Four Wealth
Joshua Shoshan
Wealthspire
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Wiktor Wozniak
UBS Financial Services, Inc.
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen

The business community was dealt unprecedented challenges brought on by the pandemic, creating massive disruptions in everything from supply chains, to employment, technology and valuations.

Join us as we hear from local experts on the M&A outlook for the rest of the year and into 2022.


Our Speakers: 


Deborah Agrafojo

M&A Advisor
Touchstone Advisors)

Deborah has influenced and directed strategic and owner-operator mergers and acquisitions in many different fields. She is now heading up the Food and Beverage vertical for Touchstone with a focus of businesses from 5MM to 50MM in Revenue. She believes strongly that assisting a business to grow and develop strong practices is the best way to create a company that is poised for exit planning or gaining an equity growth partner. As a graduate of the University of South Florida and a business owner herself, she understands what is needed to create and operate a business.




Adam Dotson

Director
Ironwood Capital

Adam is responsible for a broad range of tasks related to the investment activities of the firm, including deal sourcing, transaction-based due diligence, exploratory market research and portfolio company monitoring. Prior to joining Ironwood in 2012, Adam worked at SeventySix Capital, an early-stage venture capital firm located outside Philadelphia. The beneficiary of a diversified, global background, Adam has worked or consulted for a variety of corporations and organizations across the world, including the United Nations Environment Programme-Financing Initiative and the International Institute of Education.


Keith Dee
President
Osage Advisors

Keith is President of Osage Advisors with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses. This unique combination of financial and operating experience enables him to understand and meet the goals and objectives of his clients. Keith has worked in a variety of industries including manufacturing, business services, IT, healthcare and distribution.


Agenda:

8:20 – 8:30 AM EST – Pre-program Networking
8:30 – 9:30 AM EST – Programing
9:30 – 10:00 AM EST – Networking

Virtual Registration Fees:

CT and Tri-State Members- No Charge
Non-members Early Bird (through 9/12) – $25.00
Non-Members Regular Rate – $35.00
Non-Members Same Day Fee – $45.00
Other XPX Chapter Members – $10.00

Virtual – Connection details sent upon registration.

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