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  • Exit Planning Exchange
Exit Planning Exchange
Nov
21

XPX Nashville - Mix, Munch and Mergers: A taste of the M&A Landscape

Details

Date & Time

Tue, Nov 21st, 2023 â‹… 11:30am - 1:00pm (CDT)

Location

Alliance Bernstein, 501 Commerce Street, Nashville TN 37203

Tickets

Nashville Members
$0.00
Non-Members
$45.00
Non-Members Same Day Fee
$55.00
Guests

Registrants

47 people attended
Shelby Allmon of NOW CFO is a member of XPX Nashville
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Cotton Clark of Greenwich Capital Group is a member of XPX Nashville
Lane Rhodes of FirstBank is a member of XPX Nashville
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
+42
Join us for an insightful Luncheon where we will delve into the M&A market in Nashville and throughout the country. We will get updates from some industry professionals along with time for you to engage with peers on topics important to you.

 

Our Speakers:

Lisa Kaufman
Managing Director
Dinan Capital

Doug Song
Managing Partner
Prodos Capital LLC

Nancy Stabell
Attorney
Wood Stabell

Moderator:

Blake Patterson
Alliance Bernstein 


Registration Fees:

XPX Nashville Members: $0 - There is no charge to XPX Nashville members, however, registration is required for an accurate catering headcount planning.

Non-Members: $45.00
Non-Members Same Day Fee: $55.00

Lunch will be provided.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. 

We are unable to issue a credit towards another meeting or individual, no substitutes.



Thank you to our event sponsor:




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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Shelby Allmon of NOW CFO is a member of XPX Nashville
Shelby Allmon
NOW CFO
Terry Sutherland of Transforming Business Solutions is a member of XPX Nashville
Terry Sutherland
Transforming Business Solutions
Cotton Clark of Greenwich Capital Group is a member of XPX Nashville
Cotton Clark
Greenwich Capital Group
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
Live Oak Bank
Dave Toeben of Insight Insurance Services is a member of XPX Nashville
Dave Toeben
Insight Insurance Services
TB
Timothy Barrett
Timothy Barrett
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
ServisFirst Bank
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
Inside Brand Development
Rob Breunig of Adams and Reese LLP is a member of XPX Nashville
Rob Breunig
Adams and Reese LLP
Derek Church of Pendleton Square Trust Company, LLC is a member of XPX Nashville
Derek Church
Pendleton Square Trust Company, LLC
EG
Erik Ginsberg
Slate Capital Group
TM
Tucker Moore
Concierge Capital Advisory
Brian Adams of Polsinelli PC is a member of XPX Nashville
Brian Adams
Polsinelli PC
Wade Privett of Sonata Bank is a member of XPX Nashville
Wade Privett
Sonata Bank
Mindy Gayer of Greenwich Capital Group is a member of XPX Nashville
Mindy Gayer
Greenwich Capital Group
Brian Marynowitz of LBMC is a member of XPX Nashville
Brian Marynowitz
LBMC
JB
John Bunge
Holland & Knight LLP
William May of High Value Manufacturing Consulting is a member of XPX Nashville
William May
High Value Manufacturing Consulting
Sam Scott of Truxton Capital Advisors is a member of XPX Nashville
Sam Scott
Truxton Capital Advisors
Christopher Hammond of Alliant Capital Advisors is a member of XPX Nashville
Chris Hammond
Alliant Capital Advisors
Evan Bangert of First Horizon Bank is a member of XPX Nashville
Evan Bangert
First Horizon Bank
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Garrett Sorensen of Marcum Wealth is a member of XPX Nashville
Garrett Sorensen
Marcum Wealth
NS
Nancy Stabell
Wood Stabell Law Group, PLLC
Michael Slocum of Bayfield Partners is a member of XPX Nashville
Michael Slocum
Bayfield Partners
WC
William Crenshaw
Grow Solutions LLC
KM
Kerry Meacham
Above the Line Strategies - Sales Xceleration
Mason Porritt of BIP Wealth is a member of XPX Nashville,
Mason Porritt
BIP Wealth
Jerry Woods of BusinessPulse, LLC is a member of XPX Nashville
Jerry Woods
BusinessPulse, LLC
Larry Felts of 4focusLLC is a member of XPX Nashville
Larry Felts
4focusLLC
Jack Eakin of Pinnacle Financial Partners is a member of XPX Nashville
Jack Eakin
Pinnacle Capital Markets
Matt Randall of 20/20 Capital Advisory Group is a member of XPX Nashville
Matt Randall
Transworld of Nashville
Michael Balstad of Bizleavable LLC is a member of XPX Nashville
Michael Balstad
Bizleavable LLC
Frank Borger Gilligan of Dickinson Wright PLLC is a member of XPX Nashville
Frank Borger Gilligan
Dickinson Wright PLLC
Blake Patterson of AB is a member of XPX Nashville
Blake Patterson
AB
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
414 Capital
Meagan Chaffin of LUCA Solutions is a member of XPX Nashville
Meagan Chaffin
LUCA Solutions
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Dinan Capital Advisors
DS
Douglas Song
Prodos Capital LLC
TB
Tyson Bickley
Holland & Knight LLP
Leah Veloce of Outsourced Accounting Solutions is a member of XPX Nashville
Leah Veloce
Outsourced Accounting Solutions
Matt Matthews of Old National Bank is a member of XPX Nashville
Matt Matthews
Regions Bank
RV
Ryan Vaughan
Mazars USA LLP
PS
Philip Skipp
Truxton Capital Advisors
CC
Craig Cook
NOW CFO
Michele Oglesby of Willka Strategic Partners is a member of XPX Nashville
Michele Oglesby
Willka Strategic Partners
Ben Todd of 4focus, LLC is a member of XPX Nashville
Ben Todd
4focus, LLC