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  • Exit Planning Exchange
Exit Planning Exchange
Nov
12

XPX Greater Boston: Fireside Chat - Join us for a discussion on the Macro Economic Environment, including IPOs, Private Capital Raises and M&A activity

Details

Date & Time

Tue, Nov 12th, 2024 ⋅ 11:00am - 1:00pm (EDT)

Location

McLane Middleton, 300 Trade Center Dr #7000, Woburn, MA 01801

Tickets

Non-Members
$95.00
Non-Members Same Day/Walk-In Fee
$105.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day/Walk-in Fee
$75.00
XPX Greater Boston Members
$0.00
Guests

Registrants

57 people attended
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Robert Leonard of BerryDunn is a member of XPX Greater Boston
RW
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
+52

Room Notice
Maximum Capacity is 65


Join us for a discussion of M&A that will provide differing perspectives in the IB community.

Lunch will be served.

Our Speakers:


James H. Turner V

Founder & CEO
5th Line Capital

Started an entrepreneurial career with an e-commerce business out of his college apartment. After selling off the business upon graduation he spent some time in the stock market trading options. Realizing his true interest in the field of growing businesses, he shifted to starting to work with companies looking to accelerate their growth. Over the last 6 years James has managed over $250MM in client transactions, advising over 50 companies in securing alternative capital solutions for their companies. Today James is charged with leading development & execution of the firm's vision, driving growth in overall sales & business development.


Courtney A. Barker
Managing Director, Investment Banking
BofA Securities, Inc.

Courtney Barker is a Managing Director ​in the Emerging Growth & Regional Coverage investment banking team. In her current role, Courtney works with companies across a variety of industries in the Greater Boston area to help raise public equity (IPOs, Follow-Ons, PIPEs, Converts), public debt, private capital (late stage growth and private equity), as well as help execute on M&A strategies. Her clients include c-suite executives and board of directors of public and private companies across industries such as Software, Internet, Life Sciences, Healthcare IT, MedTech, Tools & Diagnostics, Consumer & Retail, and Industrials. Courtney joined the EGRC team in 2019.


Event Fees:

Non-Members: $95.00 
Non-Members Same Day/Walk-In Fee: $105.00

XPX Chapter Network Members: $65.00 
XPX Chapter Network Members Same Day/Walk-In Fee $75.00

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

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.
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
RW
Rick Weed
SES ESOP Strategies
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
Boris Nusinov of Rockland Trust is a member of XPX Greater Boston,
Boris Nusinov
Rockland Trust
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The Family Business, LLC.
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
JS
Jack Steele
Hinckley, Allen & Snyder LLP
JH
Jack Heintzelman
Boston Wealth
RC
Rick Clemon
Clemon Consulting
JS
Jaimie Sousa
The Colony Group
SM
Sean McGrath
Brookline Bank
TT
Tina Teodorescu
Talent Edge Advisors
AK
Armen Krmzian
Bank of America
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
Marc Scribi of BerryDunn is a member of XPX Greater Boston
Marc Scribi
BerryDunn
CB
Courtney Barker
BofA Securities, Inc.
James Turner of 5th Line is a member of XPX Greater Boston
James Turner
5th Line
CS
Craig Cpwa(r) Slater
Morgan Stanley
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Karin Gregory of Blue Highway Capital is a member of XPX Greater Boston
Karin Gregory
Blue Highway Capital
MD
Michael Dimuccio
Bank of America Private Bank
RS
Robert Schildkraut
Falcon Management LLC
AB
Alex Biega
Wincove Private Holdings
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
MD
Mark Diebus
Middlesex Savings Bank
BB
Brian Beneduce
Bernstein Private Wealth Management
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
KK
Kimberly Kramer
McLane Middleton, Professional Association
ZT
Zachary Taylor
Blue Herring LLC
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
KB
Kevin Burke
Cambridge Savings Bank
SL
Stacey Landry
Essex County Community Foundation
JM
Jennifer Mayo
Essex County Community Foundation
SM
Sean Moore
Sales Xceleration
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
Alexander Powell of Northern Trust is a member of XPX Greater Boston
Alexander Powell
Northern Trust
HA
Hanneke Antonelli
Hanneke Antonelli Coaching, Inc.
Martin Lowenthal of The Bulfinch Group is a member of XPX Greater Boston
Martin Lowenthal
The Bulfinch Group
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
BK
Brad Kayton
CFO Center
AF
Alan Fullerton
Mirus Capital Advisors
DC
Dan Corcoran
MCRC
Gregory Chin of CohnReznick LLP is a member of XPX Greater Boston
Gregory Chin
CohnReznick LLP
SS
Sam Seekins
Goldman Sachs
DP
Daniel Paris
Bank of America Private Bank
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
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
William Rodgers
Tarlow Breed Hart & Rodgers, PC
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
MG
Marc Gillette
Fred C. Church/Assured Partners
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
MC
Melissa Cilmi
Merrill
Ari Weber of The Weber Group at Merrill Lynch Wealth Management is a member of XPX Greater Boston
Ari Weber
The Weber Group at Merrill Lynch Wealth Management