XPX Philadelphia Bucks & Montgomery County - Inside the Deal: How Bankers view M&A Lending

In this session, seasoned bankers will take you behind the scenes of M&A Lending, breaking down how they evaluate transactions, structure deals, assess risk, and ultimately decide how to finance acquisitions.

Click here to read the case study in preparation for the event.

Our Speakers:

Kim Arnold
Vice President
WSFS Bank

Kim Arnold is a Senior Commercial Relationship Manager with over 30 years of experience helping business owners navigate complex financial landscapes. Specializing in exit strategy planning, Kim helps entrepreneurs and business owners structure their financial transitions for optimal outcomes, whether through sale, succession, or other strategies. With an extensive network of partners and experts in mergers and acquisitions, tax implications, and succession planning, Kim works closely with clients and partners to ensure a smooth exit process that maximizes value and minimizes risk. Kim is known for her strategic insight, personalized approach, and dedication to helping clients achieve long-term financial success and security. Kim recently obtained her certification as an exit planning advisor (CEPA).

Jeff Pugh
Vice President, SBA Lending
Fulton Bank

Jeff is an experienced lending and banking professional with over 34 years of industry experience currently serving as Vice President/SBA Relationship Manager for Fulton Bank since September of 2020. Specialized knowledge of SBA/Government Guaranteed Lending market with responsibility for SBA loan originations working in close coordination with the Fulton Bank Commercial Lending Groups in Southeastern Pennsylvania and the Philadelphia SBA District Office. Proficient in utilizing a majority of SBA products to assist borrowers with loans and lines of credit that would not be available to them through conventional channels. Strong emphasis on providing financing for business acquisitions and partner buy-outs along with start-up/young businesses, debt consolidation, equipment purchases and real estate purchases. Jeff prides himself on working closely with all of his clients to navigate them successfully through the SBA loan process to accomplish their goals.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Registration includes bagels & coffee.   

MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your guest.

Thank you to our Venue Host: 

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