XPX Long Island - Where to Go for Financing/Issues Presented by the Case Study

What if the most critical step toward a prosperous exit isn’t about finding a buyer, but about strategically choosing your financial partner today? The path to capital – whether through debt that demands discipline or equity that shares the dream – fundamentally shapes your company’s destiny, your control and ultimately, the legacy you leave.

Join our panel of financial architects as we dissect this pivotal choice, exploring how the right capital structure doesn’t just fuel growth, but builds the formidable, valuable enterprise that commands a premium when you’re ready to write your next chapter.

Moderator:

Gary J. Occhipinti Jr. | Senior Vice President | Sr. Relationship Manager – Commercial Banking | Bank of America

Gary is a seasoned Sr. Relationship Manager in Commercial Banking with over 2 decades of experience dedicated to the unique needs of lower middle market businesses. He acts as a strategic financial partner, providing sophisticated financing solutions to support key initiatives such as business acquisitions, expansion projects, equipment financing and real estate acquisitions. Gary further leverages his deep expertise to advise clients on optimizing their working capital and implementing tailored treasury management services. His consultative approach and long-term perspective make him an invaluable asset to business owners navigating growth, complexity & exit.

Panelists:

Terrance Hannafin | Partner | Carter Morse & Goodrich

Terence Hannafin is a Partner at Carter Morse & Goodrich, where he advises shareholders of closely held and family-owned businesses on mergers, acquisitions, and recapitalizations. He leads transaction execution across manufacturing, consumer, and business services sectors and drives the firm’s business development initiatives. Prior to CMG, Mr. Hannafin was a Managing Director at de Visscher & Co. and held positions at American Express and Morgan Stanley. He serves on the Boards of XPX Long Island and AM&AA Long Island. Mr. Hannafin earned a BS in Finance from Boston College, where he played Division I football.

Nicholas Stancu | Partner | Pelagic Capital Partners

Originally from Germany, Nicholas Stancu graduated from Northwestern University in 2009 with a degree in Mathematics. He began his career in investment banking at Guggenheim Partners before transitioning into private equity investing with Behrman Capital in New York, Cross Equity in Zurich, and Agilitas Private Equity in London. Since 2021, Nicholas has focused on acquiring and operating main street and lower middle market businesses across the U.S. through his permanent equity vehicle, Pelagic Capital Partners. His work blends institutional investing experience with hands-on business ownership to build enduring, cash-generative companies.

Registration Fees:

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

 XPX Chapter Network Members Early Bird (through 10/31) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 10/31) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

Breakfast and beverages will be served.

BRING A FIRST TIME GUEST TO XPX!

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.