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  • Exit Planning Exchange
Exit Planning Exchange
Jun
03

XPX Northern California: State of the M&A Market

Details

Date & Time

Tue, Jun 3rd, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Location

Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104

Tickets

Non-Members
$0.00
Northern California Members
$0.00
XPX Chapter Network Members
$0.00
Guests

Registrants

22 people attended
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
IL
Tyler Cella of J.P. Morgan is a member of XPX Northern California
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
MP
+17

Come and join us for a fireside chat with Matt Cole, Managing Director of SBJ Capital, about the current state of the M&A market from a Private Equity perspective.

There will be interactive table discussions to capture what members and guests are observing and experiencing within the current market.


Agenda:

4:30 – 5:15 – Registration & Networking
5:15 – 5:25 – XPX and Chapter News
5:25 – 6:30 – QofE panel discussion and Q&A
6:30 – 7:00 - Networking
7:00 – Close


Our Speakers:


SBJ Capital

Matt is responsible for Business Development at SBJ. Prior to SBJ, Matt served as Director of Finance and Strategic Initiatives at Better Place, Director of Corporate Development at Solidus Networks and Senior Manager of Corporate Development at NetApp, and also served as an advisor to companies in the consumer and services industries. In Matt's operating roles, he managed debt and equity financings, business development, acquisitions and financial planning. Matt began his career at Deutsche Bank in investment banking and, throughout his career, has completed principal investments, debt and equity financings and acquisitions totaling over $1 billion.



Terry Hill

Partner & Private Capital Markets Co-leader
BPM

With a deep understanding of sell-side and buy-side M&A, Terry co-leads BPM’s Private Capital Markets group. He and his team support closely-held ownership teams, investors, and Boards of middle market companies through key points of inflection: M&A capital raise, rapid growth, and liquidity management. With 30 years’ experience as an entrepreneur and consultant, Terry has parlayed his diverse background into practice leadership, practice management, and project governance innovation. Terry’s M&A experience includes buy-side and sell-side transactions totaling roughly $7B+ of enterprise value in the B2B services, consumer, industrials, healthcare, and technology sectors.


Pricing:

XPX Northern California Members: $0

Non-Members are welcome to come and check us out, before applying for membership. Please RSVP.  There will be drinks and light hors d'oeuvres.  

There is no charge for this event but registration is required for catering planning.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
IL
Iris Li
New Frontier Enterprises, LLC
Tyler Cella of J.P. Morgan is a member of XPX Northern California
Tyler Cella
J.P. Morgan
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
MP
Michael Plesha
ERA Group
Chris Andersen of Destined is a member of XPX Northern California
Chris Andersen
Be Destined
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Todd Wellnitz
Wellguard Insurance & Financial
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
PM
Peter Myers
Fox Rothschild LLP
MC
Matt Cole
SBJ Capital
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
NS
Nathan Sahar
Live Oak Bank
KT
Karen Traversi
Traversi & Associates
AB
Anne Bisagno
Xantrion Inc.
Martin Johnson of Sagemark is a member of XPX Northern California
Martin Johnson
Sagemark
GH
Gunther Hofman
Corporate Finance Associates
TH
Terry Hill
BPM
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP
MA
Marie Askew
Live Oak Bank
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
JB
Jeff Butler
City National Bank