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  • Exit Planning Exchange
Exit Planning Exchange
Jan
23

XPX New York: 2025 Deal Makers Breakfast

Details

Date & Time

Thu, Jan 23rd, 2025 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 1/20)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 1/20)
$55.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

48 people attended
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
JG
RP
PJ
AM
+43

Kick off 2025 with the first XPX NYC breakfast event of the year! Join us for a dynamic roundtable discussion where we'll share insights into the deals we’re working on, the challenges we’re facing, and the connections we’re looking to make. With an anticipated uptick in deal volume for 2025, this event is perfectly timed for you to stay ahead of the curve.

Whether you're closing deals, searching for strategic partners, or simply looking to expand your network, this event is your chance to connect with top professionals and thought leaders in our field. Come prepared to engage, share, and collaborate.


Registration Fees:

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

Non-members:

$75.00 Early Bird (through 11/18)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$55.00 Early Bird (through 11/18)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

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.
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
JG
John Grzymala
Family Office Advisory Services
RP
Robert Pascale
J.P. Morgan Private Bank
PJ
Pasang Jamling
Coviello Weber & Dahill LLP
AM
Aashish Makkar
Occams Capital Partners
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
DA
David Arturi
Lydonia Technologies
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
BL
Bernie Leone
Withum
BK
Brad Kayton
CFO Center
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
DB
David Borsack
Cole Schotz P.C.
CB
Candace Benzel
Merrill Lynch
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
MD
Mark Dailey
Newport LLC
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
City National Bank
GK
Gary Kane
Corporate Fuel
JV
Jim Vigna
Live Oak Bank
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
SC
Steven Crowley
CFO Consulting Partners, LLC
JA
Joseph Armenti
Cole Schotz P.C.
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
EW
Elizabeth Wolf
Bernstein Private Wealth Management
CG
Charles Gerber
Triumph First LLC
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Yoav Cohen
NYC Advisors, LLC
JF
Josh Farkas
Delmare Capital
JT
Jonathan Tang
Empire Valuation Consultants
BN
Berk Nowak
Brown Advisory
KC
Kennedy Chinyamutangira
RSM US LLP
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
JH
Justin Hirs
Bentley Associates
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
BZ
Boya Zhang
capvia
MT
Mac Trivedi
capvia
RG
Robert Gosselin
UBS
SH
Sarah Hammer
Trivest
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
RS
Rob Sattler
Cresa