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  • Exit Planning Exchange
Exit Planning Exchange
Feb
27

XPX New York - Deal and Exit Activity from a Private Equity Perspective

Details

Date & Time

Thu, Feb 27th, 2025 â‹… 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 2/24)
$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 2/24)
$55.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

47 people attended
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
JF
PJ
+42

Join us for an insightful discussion on the intricacies of deal and exit activity within the private equity landscape. This event features esteemed speakers from Accordion, who will share their expertise and insights on the current market trends, strategic execution, and successful case studies.

Our Speakers:


Kim Thi Tran

Senior Director
Accordion



Jasel Panchal

Senior Director
Accordion in the Transaction Execution Services group focusing on sell-side readiness of companies


James Clous

Senior Director
Accordion in the Strategic Finance group focusing on strategic FP&A relating to deals and IPOs

Registration Fees:

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

Non-members:

$75.00 Early Bird (through 2/24)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$55.00 Early Bird (through 2/24)
$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.
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
JF
Julian Friedman
Hotaling Insurance Services
PJ
Pasang Jamling
Coviello Weber & Dahill LLP
CB
Candace Benzel
Merrill Lynch
NC
Nathan Collins
Raymond James
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
BL
Bernie Leone
Withum
DG
David Gaynor
Marshall & Stevens Incorporated
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
DD
David Deutsch
David N. Deutsch & Company
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
TD
Tatiana Domanski
Schooley Mitchell of New York - Domanski
JG
John Grzymala
Family Office Advisory Services
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
KW
Kristina Walsh
PH
Peter Ho
Brio360
CG
Charles Gerber
Triumph First LLC
SA
Steve Austin
SM
Stephen Mayrose
Morgan Stanley
KO
Kevin O'Brien
Bernstein Private Wealth Management
Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA® of UBS is a member of XPX Tri-State
Mellany Cepa® Cdfa® Crpc® Bagtas Cfp®
Morgan Stanley
DB
David Borsack
Cole Schotz P.C.
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
PF
Peggy Frye
Glenayr Family Advisors
MD
Mark Dailey
Newport LLC
JF
Joseph Fede
Withum
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
JC
James Clous
Accordion
JP
Jasel Panchal
Accordion
KT
Kim Thi Tran
Accordion
RK
Russell Kowal
WilliamsMarston
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
JB
John Basile
Citrin Cooperman Advisors
JH
Justin Hirs
Bentley Associates
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
AC
Andrew Crofton
Family Office Advisor
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
RD
Robert Dipisa
Cole Schotz PC.
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
FS
Francis Stino
CSG Partners