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  • Exit Planning Exchange
Exit Planning Exchange
Jan
06

XPX Northern California: State of the M&A Market Roundtable Discussions (Members Only)

Details

Date & Time

Tue, Jan 6th, 2026 ⋅ 4:30pm - 7:00pm (PST)

Location

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

Tickets

XPX Northern California Members
$0.00
Guests

Registrants

26 people attended
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
Chris Andersen of Be Destined is a member of XPX Northern California
DO
Al Statz of Exit Strategies Group, Inc. is a member of XPX Northern California
+21
Join us for a fireside chat with Aaron and Robert, followed by roundtable discussions with peers and cross-industry specialists to capture experiences across their experiences and perspectives.

We request your RSVP to be able to set expectations with the venue and the attendees.


Our Speakers:


Aaron Aiken

Managing Partner
Hannover Partners

Aaron Aiken joined Hanover Partners in 2007 and is the firm’s Managing Partner. He has over twenty-years’ experience investing in small-to-medium size companies. Prior to joining Hanover in 2007 as an Associate, Aaron was a Portfolio Analyst with Baird Capital Partners, a middle-market private equity fund in Chicago. Previously, he was an Analyst with LaSalle Capital Group, a lower middle-market private equity fund in Chicago. Aaron received a BA in History and Political Science from Northwestern University.



Robert Brown

Managing Director
Encore Consumer Capital

Robert Brown co-founded Encore Consumer Capital in 2005. Prior to Encore, Robert was a partner at Swander Pace Capital, a private equity firm focused on investments in the consumer products industry. Robert previously was at Foster Farms, where his responsibilities included general management and corporate development. Robert began his professional career in the consumer products industry as a consultant at Swander Pace & Company advising clients on corporate strategy, mergers and acquisitions and competitive assessment. Robert received a BS and an MS in Management Science and Engineering from Stanford University.

Agenda:

4:30PM – 5:00PM Networking
5:00PM – 5:15PM Branch updates
5:15PM – 6:30PM Fireside chat and roundtable discussions
6:30PM – 7:00PM Q&A, Final comments and Networking

 

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

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

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california


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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.
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
Richard McDerby
Manatt, Phelps & Phillips LLP
Chris Andersen of Be Destined is a member of XPX Northern California
Chris Andersen
Be Destined
DO
David Ogburn
BNY
Al Statz of Exit Strategies Group, Inc. is a member of XPX Northern California
Al Statz
Exit Strategies Group, Inc.
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
BL
Brendan Lund
Lathrop GPM
NN
Nanda Nandkishore
Acacia Group, Inc.
Laurie Sanders of Fox Rothchild is a member of XPX Northern California
Laurie Sanders
Fox Rothchild
MK
Mark Knox
Alliant Insurance Services
Ryan Lockhart of Lockhart Legacy Law is a member of XPX Northern California
Ryan Lockhart
Lockhart Legacy Law
Jeff Butler of City National Bank is a member of XPX Northern California
Jeff Butler
City National Bank
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
Anthony Lugo of Mercer Advisors is a member of XPX Northern California
Anthony Lugo
Mercer Advisors
ID
Iyad Darcazallie
RN
Rod Nafrada
NOW CFO
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
Kelly Ackel Crug of Andersen is a member of XPX Northern California
Kelly Ackel Crug
Andersen
AC
Amy Cole
ABI Group
Monika Pelz of Securieon Group is a member of XPX Northern California
Monika Pelz
Securieon Group
Sarmad Neqvi of Woodruff Sawyer is a member of XPX Northern California
Sarmad Neqvi
Woodruff Sawyer
NS
Nathan Sahar
Live Oak Bank
AA
Aaron Aiken
Hanover Partners
RB
Robert Brown
Encore Consumer Capital
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP