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  • Exit Planning Exchange
Exit Planning Exchange
Sep
10

XPX New Jersey: Mid-Year Pulse Check: Middle-Market Deals to Date & the Road Ahead

Details

Date & Time

Wed, Sep 10th, 2025 â‹… 8:00am - 10:30am (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 9/6)
$60.00
Non-Members Regular Fee
$75.00
Non-Members Same Day Registration/Walk-in Fee
$90.00
XPX Chapter Network Member (Early Bird through 9/6)
$55.00
XPX Chapter Network Member Regular Fee
$70.00
XPX Chapter Network Member Same Day Registration/Walk-In Fee
$80.00
Guests

Registrants

34 people attended
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
DD
Achal Tandon of ERA Group is a member of XPX Tri-State
AV
SP
+29

Join Bob Dunn, managing director of GF Data, for an overview of mid-market deal activity, valuation, and leverage trends in the first half of the year, as well as a look forward at the what the coming quarters will bring.

Our Speaker:


Bob Dunn

Managing Director
GF Data

Bob Dunn is managing director for GF Data, leading all aspects of the business for owner, the Association for Corporate Growth (ACG).

Prior to joining GF Data and ACG, he served as Chief Development Officer and General Manager of Portfolio Management Research for With Intelligence. Prior to that he ran asset management businesses for Euromoney Institutional Investor, and oversaw the Private Markets business for Dow Jones & Co.

Bob began his career as a journalist covering private equity. He holds degrees from Bowdoin College and the Newhouse School at Syracuse University.


Event Pricing:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 9/6)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 9/6)

XPX NJ and Tri-State Members in good standing are complimentary - Registration is required for venue building security access and so we have an accurate headcount for catering planning.

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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
UBS Financial Services
DD
David Demuth
CFO Consulting Partners LLC
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
AV
Alain van Loo
Assetive
SP
Suniti Ponkshe
Newport, LLC
BL
Bernie Leone
Withum
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
BD
Bob Dunn
GF Data
KC
Ken Cohen
Bressler, Amery & Ross
JV
Jim Vigna
Live Oak Bank
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
JM
John McIntyre
GEARTY AND MCINTYRE
VS
Vipin Singh
Murphy Business Sales - Edison Office
KB
Kevin Bodnar
Withum
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael Givner
IMG Business Advisors
CB
Candace Benzel
Canadam Capital LLC
AK
Andrew King
Morgan Stanley
KN
Katie Noonan
JP Morgan Private Bank
Carol Eversen of Chief Outsiders is a member of XPX New Jersey
Carol Eversen
Chief Outsiders
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
LO
Laura Osborn
Crothers HR Consulting, LLC
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
JF
Julian Friedman
Hotaling Insurance Services
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
JA
Joseph Armenti
Cole Schotz P.C.
DB
David Borsack
Cole Schotz P.C.
NK
Norman Kallen
Stevens & Lee
MC
Martin Cauz
Beechwood Consulting Group LLC
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Fred Petito of Exit Factor is a member of XPX New Jersey
Fred Petito
Exit Factor
AW
Ashleigh Wilson
CLM Advisors