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  • Exit Planning Exchange
Exit Planning Exchange
Apr
26

XPX Greater Boston: Trends in Access To Capital

Details

Date & Time

Tue, Apr 26th, 2022 ⋅ 4:00pm - 6:00pm (EDT)

Location

Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

Tickets

Greater Boston Members
$0.00
Non-Members
$95.00
Other XPX Chapter members
$65.00
Guests

Registrants

59 people attended
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
Louise Roussel of KeyBank is a member of XPX Greater Boston
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
TS
+54

REGISTRATION IS CLOSED



Join XPX Greater Boston at Sullivan & Worcester for an update on financing markets and access to capital. Led by professionals across the banking, private equity, and mezzanine levels of lending, this will be a great event for business owners and advisors alike. A hot topic right now, feel free to send along any questions you would like the panel during registration.

Lynn Schade is an experienced SVP in Commercial Banking at Middlesex Savings Bank where she works with middle-market companies throughout New England. She provides traditional loans as well as cash flow lending, acquisition financing, equity recaps, and sponsorship deals. A UMass Amherst graduate, Lynn began her career at Bank of Boston, then worked for several large international banks such as HSBC, recently moving to smaller community banks. She is the president of XPX Greater Boston’s Board of Directors and an active member of the USA500 M&A group. Middlesex Savings Bank is an XPXGB Silver Sponsor, and we are proud to have Lynn’s guidance at the board level and active participation in the programming committee.

Panelists:

Robert Menn
Managing Director
Gemini Investors

Lynn Schade
SVP & Regional Manager of Commercial Banking
Middlesex Savings Bank

Paul Flynn
President & CEO
BDC Capital

Dan Corcoran
Managing Director
Mass Capital Resource Co.


Event Pricing:

Non-Members: $95.00

Other XPX Chapter Members: $65.00

XPX Greater Boston Members in good standing are complimentary, so join Today!

First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member referral is required. Member must email angie@exitplanningexchange.com to register a FIRST TIME guest.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Robert Seltzer of Ross Louis LLC is a member of XPX Greater Boston
Robert Seltzer
LockeBridge Capital Partners
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
TS
Tom Sherwin
CEO Resources, Inc.
AM
Andrew Merken
Burns & Levinson LLP
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Shannon Zollo
Nutter McClennen & Fish LLP
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
Kevin Dougherty of KD-Partners Business Brokerage and Valuation Services is a member of XPX Greater Boston
Kevin Dougherty
KD-Partners Business Brokerage and Valuation Services
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed-Merola Wealth Management
DC
Dan Corcoran
MCRC
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
PK
Philip Kane
U.S. Bank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Sandra Saner of The Private Bank, Bank of America is a member of XPX Greater Boston
Sandra Saner
The Private Bank, Bank of America
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack Penzi
Great Rock Capital
HR
Havell Rodrigues
New Majority Capital
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
PS
Paul Schmid
Arent Fox LLP
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric Cooper
Commonwealth Financial Group
GD
Gavin Dreyer
MB
Mark Barry
Centerpoint Advisors, LLC
PF
Paul Flynn
BDC Capital
DC
Dan Corcoran
MCRC
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
JZ
Joe Zanca
Posted Social
PM
Peter Muwonge
LGA CPA's
BH
Brian Horgan
Customers Bank
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
Bill Jarry
BNY Mellon
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
John Leonetti of International Exit Planning Association is a member of XPX
John Leonetti
The International Exit Planning Association, LLC
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
PR
Patrick Rosseel
People's United a division of M&T Bank
CH
Carol Hansen
TD Bank, N.A.
TB
Tony Boschetto
KLR
KK
Kimberly Kramer
McLane Middleton, Professional Association
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Greg Caswell
Caswell Vlachos Group
EC
Elizabeth Cooper
Gesmer Updegrove LLP
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
RM
Robert Menn
Gemini Investors
Andrew O'Brien of Resolute Advisory Services is a member of XPX Greater Boston
Andrew O'Brien
Resolute Advisory Services
CW
Charles Wyrwa
Peoples United Bank
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
LH
Lisa Hudson
Washington Trust Company
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
BM
Brent Mathews
BankProv
MH
Mark Haley
Marcum Accountants/Advisors
Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston
Matt Dimock
International Exit Planning Association
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
CB
Ciprian Barna
AAFCPAs
BC
Brian Cingel
CBIZ