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  • Exit Planning Exchange
Exit Planning Exchange
Mar
16

XPX Philadelphia: Exit from a Buyer’s Perspective

Details

Date & Time

Wed, Mar 16th, 2022 ⋅ 7:45am - 9:00am (EST)

Location

Virtual - connection details sent upon registration

Tickets

Non-members
$30.00
Other XPX Chapter Members
$10.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

28 people attended
Matthew Raymon of Third Arch Investments is a member of XPX Philadelphia
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
DD
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia
+23

Join XPX Philadelphia on March 16 as we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company. This next session is designed to share knowledge, build relationship within XPX Philadelphia and learn from our shared values and experience. In this next session we will explore the exit from a buyer’s perspective. How do they view the company’s strengths and weaknesses? Where do they see risks and opportunity and how they include those considerations in their discussions and negotiations?

You can read the case study by clicking on the link below.

XPX Philadelphia case study 


Our Speaker:


Matt Raymon
Founding Partner
Third Arch Investments.

Our discussion will be led by Matt Raymon an experienced buyer and investor in lower middle market companies. Matt is a Founding Partner of Third Arch Investments. He has over 15 years of investment, advisory, and operating experience, working exclusively with small and lower middle market businesses. He has helped dozens of companies execute successful turnarounds and growth strategies across a variety of industries, including business services, manufacturing, construction, energy, and retail.

Prior to co-founding Third Arch, Matt was a Principal with Versa Capital Management where he was involved in several of the firm’s successful investments.

Matt began his career at Wells Fargo and then CDG Group (now FTI Consulting) where he specialized in restructuring advisory and interim management engagements. Matt graduated from Emory University, B.A. in Economics.


AGENDA:

7:45 - 8:00 AM - Login & Networking
8:00 AM – 9:00 AM – Presentation

Virtual Event Pricing:

Non-Members: $30.00
Other XPX Chapter Members: $10.00
XPX Philadelphia Members in good standing are complimentary, so join Today!

Connection details sent upon registration.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Matthew Raymon of Third Arch Investments is a member of XPX Philadelphia
Matthew Raymon
Third Arch Investments
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
DD
David Demuth
CFO Consulting Partners LLC
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Drucker & Scaccetti
TP
Theodore Passyn
BNY Mellon
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
EW
Elizabeth Witko
Drucker & Scaccetti
Christine Trumbull of Pinnacle Exit Group is a member of XPX Philadelphia
Christine Trumbull
Pinnacle Exit Group
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
BC
Bruce Cumby
Cumby, Spencer & Associates
AM
Ashley Menders
Drucker & Scaccetti
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
MC
Matthew Carrozza
BNY Mellon Wealth Management
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
TM
Tim Middleton
Corporate Valuation Advisors
John Mesko of Armanino LLP is a member of XPX Philadelphia
John Mesko
Drucker & Scaccetti, P.C.
BC
Brandon Caine
Drucker & Scaccetti
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
JV
Jim Vigna
Live Oak Bank
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
RC
Ralph Colucci
Genova Group LLC
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates