XPX Greater Boston: Navigating Alternative Deal Structures

Earn-outs, convertibles, and private credit solutions are gaining traction as traditional lenders pull back. These structures offer flexibility amid rate stabilization and cautious leverage.

Overview:

As we head into 2026, dealmakers face a market defined by uncertainty, rising interest rates, and evolving capital strategies. Traditional approaches are giving way to alternative deal structures—from earn-outs and seller notes to minority recaps and private credit solutions. This panel discussion is your gateway to understanding these innovations and leveraging them for competitive advantage.

Why Attend?

• Stay Ahead of the Curve: Learn how creative financing and bespoke structures are reshaping the M&A landscape.
• Hear from Experts: Engage with leading private credit professionals, commercial bankers, investment bankers, and corporate strategists who are pioneering new approaches.
• Actionable Insights: Gain practical frameworks for structuring deals that balance risk, reward, and flexibility.
• Networking Opportunities: Connect with decision-makers and thought leaders driving change in the lower middle market and beyond.

Key Themes:

• Structuring deals in a high-rate environment
• Leveraging earn-outs and contingent consideration
• Minority recapitalizations and non-control transactions
• Private credit and alternative financing trends vs. traditional banking financing

Call to Action:

Join us to explore the strategies that will define successful transactions in 2026 and beyond. Reserve your spot today and be part of the conversation shaping the future of M&A.

Our Speakers:

James Turner
Founder and CEO
5th Line

Louise Roussel
Senior Vice President
KeyBank

Aaron Naisbitt
Managing Director
Dunn Rush

Eric Nadzo
Principal
HIG Whitehorse

Agenda:

5:00-5:45PM networking
5:45-6:30PM Panel
6:30-7:00PM networking

Registrations Fees:

XPX Greater Boston Members: $0.00.  There is no charge for this event but registration is required for catering planning and building access.

XPX Network Members: $65.00
XPX Network Members Same Day: $75.00

Non-Members - $95.00
Non-Members Same: $105.00

Fees covers program, appetizers and drinks.

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 or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.