
XPX Greater Boston: Trends in Access To Capital
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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

Ken Segal
LGA, LLP
Robert Seltzer
LockeBridge Capital PartnersAndrew Merken
Burns & Levinson LLP
David Walsh
Oberon Securities
Kevin Dougherty
KD-Partners Business Brokerage and Valuation ServicesDan Corcoran
MCRCPhilip Kane
U.S. Bank
Sandra Saner
The Private Bank, Bank of America
Jack Penzi
Great Rock Capital
Eric Cooper
Commonwealth Financial GroupGavin Dreyer
Mark Barry
Centerpoint Advisors, LLCPaul Flynn
BDC CapitalPeter Muwonge
LGA CPA'sBrian Horgan
Customers Bank
John Leonetti
The International Exit Planning Association, LLC
Ashley Agnew
Centerpoint AdvisorsPatrick Rosseel
People's United a division of M&T BankCarol Hansen
TD Bank, N.A.Elizabeth Cooper
Gesmer Updegrove LLP
Lynn Schade
Middlesex Savings BankRobert Menn
Gemini Investors
Andrew O'Brien
Resolute Advisory ServicesCharles Wyrwa
Peoples United BankLisa Hudson
Washington Trust Company
Andrew Crain
Mirus Capital AdvisorsBrent Mathews
BankProvMark Haley
Marcum Accountants/Advisors