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  • Exit Planning Exchange
Exit Planning Exchange
Mar
20

XPX New Jersey - Private Equity’s M&A Market Outlook

Details

Date & Time

Wed, Mar 20th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

Park Ave Club, 184 Park Ave, Florham Park, NJ 07932

Tickets

New Jersey & Tri-State Members
$0.00
Non-members (Early Bird through 3/17)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
Other Chapter Members (Early Bird through 3/17)
$55.00
Other Chapter Members Regular Fee
$70.00
Other Chapter Members Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

46 people attended
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Achal Tandon of ERA Group is a member of XPX Tri-State
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
JM
+41

Panelist discussion between 2 PE veterans, an M&A attorney and an Investment Banker. Join us for deal talk, trends, obstacles hurdled and more.


Our Speakers:

Bill Johnson
Principal
LO3 Capital

Sam Ticknor
Advisor
Hamilton Lane

Joseph Armenti
Member
Cole Schotz P.C.

Kevin Bodnar
Head of Investment Banking
Withum

Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 3/17)

Other XPX Chapter Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 3/17)

XPX NJ and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be served.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
Expense Reduction Analysts
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
JM
John McIntyre
GEARTY AND MCINTYRE
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
ERA Group
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
DR
Devron Robinson
TriState Capital Bank
DG
David Gaynor
Marshall & Stevens Incorporated
GM
Gene McCarthy
TriState Capital
BL
Bernie Leone
Withum
AV
Alain van Loo
Assetive
JV
Jim Vigna
Live Oak Bank
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
JM
Jeff Michelson
Cohn Reznick
DB
David Borsack
Cole Schotz P.C.
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Mark Lund of UpLift Profits is a member of XPX New Jersey
Mark Lund
UpLift Profits
CB
Candace Benzel
Merrill Lynch
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
JA
Joseph Armenti
Cole Schotz P.C.
KB
Kevin Bodnar
Withum
BJ
Bill Johnson
LO3 Capital
ST
Sam Ticknor
Advisor Hamilton Lane
AS
Aura Showfety
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
VO
Vince O'Leary
Brown Brothers Harriman
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JM
Jon Moore
BDO
AM
Avi Mehta
BDO
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucus
Marshall & Stevens Incorporated
YD
Yelena Dunaevsky
VS
Vipin Singh
Murphy Business Sales - Edison Office
DC
David Carton
Mandelbaum Barrett, PC
CP
Cyril Prince
HSBC
LF
Lisa Ferrera
Citrin Cooperman
AV
Alex Varghese
Sett & Lucas
AM
Aashish Makkar
Occams Capital Partners
BG
Ben Garcia
Berkshire Bank
SG
Sri Geedipalli
Simanor
LG
Len Garza
Garza Law LLC
Arthur Grutt of Cambridge Insurance Advisors is a member of XPX Tri-State
Arthur Grutt
Cambridge Insurance Advisors