XPX Fairfield County: State of the Exit Markets (Virtual)

The past year was a roller coaster of change as businesses, owners, buyers, and advisors adjusted to working during the pandemic. What does the exit market look like now as we emerge into the post-Covid world? Let’s first look back to evaluate how this dynamic year impacted activity and deal terms, then pivot to look forward and discuss expectations for the year ahead.

• What is the outlook for 2022 for deal volume?
• What are expectations for valuations? For multiples?
• How are loan terms changing?
• How are buyers viewing the market?
• What pandemic changes are here to stay
  
  

Meet our Speakers:

Martin Anderson
Senior Vice President
Webster Bank

Martin Anderson is a Senior Vice President in Webster Bank’s Middle Market Banking Group where he is focused on building relationships with family owned businesses, family offices and private equity sponsors. He has spent the last 12 years of his 28 year career with Webster Bank. Previously, he was a Senior Relationship Manager at People’s United Bank and his experience includes roles with The Bank of New York, Merrill Lynch and Fleet Financial Group. Martin earned an MBA from the University of Connecticut and received his B.A. from Connecticut College. He lives in Bethel, CT with his wife and son.|

Carrie L. DiLauro
Director of Operations
Hamilton Robinson Capital Partners

Carrie L. DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2009 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance and accounting. Previously, Carrie spent 15 years overseeing worldwide textile production for Jones New York and Baby Togs, Inc. Carrie received a Bachelor’s Degree from Cornell University and a Master’s Degree in Finance from Harvard University. She is an active member of the Association for Corporate Growth (ACG), and serves on the Industrial Exchange Advisory Board. 

Jeff Swiggett
Founder
VR Business Sales

Jeff Swiggett founded VR Business Sales New Haven to bring professional intermediary services to owners of businesses located in Connecticut and Rhode Island through the VR network of 45 offices across North America. The firm represents businesses valued between $1 and $25 million. Jeff has over thirty years of experience with positions in engineering, manufacturing, and marketing, and as co-owner of a manufacturing company, sold in 2007. He holds the Certified Business Intermediary (CBI) and the Mergers & Acquisition Master Intermediary (M&AMI) designations.

Jeff graduated from Colgate University with a degree in Physics and Thayer School of Engineering at Dartmouth College with a degree in Mechanical Engineering.

Mark S. Campbell
Managing Director
Scout Valuations, LLC

Mark S. Campbell, Managing Director with Scout Valuations, is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF). He has more than 20 years of experience in business valuations. Mark provides attorneys, high wealth individuals, privately held companies and business owners with valuation services for business planning and succession, shareholder disputes, buy/sell agreements, financial reporting, gifting interests, estate planning, taxation, matrimonial dissolutions, mergers and acquisitions, restructurings and litigation support services.

Mark received his BBA in Accounting from the University of Massachusetts Amherst, JD from Pace Law School, and MBA Taxation from Pace University Lubin School of Business.

Agenda:

8:30 - 9:30 AM - Program

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 9/21) – $25.00
Non-members Regular Fee – $35.00 
Same Day Registration Fee – $45.00

Other XPX Chapter Members – $10.00

Virtual - connection details sent upon registration