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  • Exit Planning Exchange
Exit Planning Exchange
Mar
18

XPX Philadelphia - Private Equity Isn’t One Buyer: Understanding the Buyer Landscape

Details

Date & Time

Wed, Mar 18th, 2026 ⋅ 7:45am - 9:15am (EDT)

Location

BNY Wealth | 1735 Market Street, 9th floor | Philadelphia, PA, 19103

Tickets

Non-members
$75.00
Non-Members Same Day Fee
$85.00
Philadelphia XPX Members
$0.00
Sponsor (CFO)
$0.00
XPX Chapter Network Member
$55.00
XPX Chapter Network Member Same Day Fee
$65.00
Guests

Registrants

33 people attended
Ally Lamson of WTW is a member of XPX Philadelphia
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
HJ
AC
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
+28

Private equity’ often gets treated like one uniform buyer group, but the reality is far more varied. Capital sources, investment styles, and post close expectations can differ dramatically. This session brings that landscape to life—covering strategics, traditional PE, family offices, and independent sponsors—and shows how the buyer you choose shapes control, governance, culture, and life after the deal.

Our Speakers:



Graham Bachman

Managing Director and Head of Business Development
Hidden River Strategic Capital

Graham is Managing Director and Head of Business Development for Hidden River. With over a decade of experience in investing and private capital, he is responsible for leading origination efforts at the firm. Hidden River’s structured capital solutions provide flexible, non-control debt and equity capital in transactions that allow management to continue to own and operate their business. Graham previously held positions as Managing Director for Pennington Partners, a multi-family office and Director of Business Development for Context Business Lending. He resides in Villanova, PA with his wife and three children.



Lee Garber

General Partner
NewSpring Capital

Lee is a Partner at NewSpring, focused on NewSpring Holdings, the firm’s buyout strategy. He brings 12+ years of operationally focused private equity and audit experience, working closely with lower middle market companies on value creation initiatives. His background includes roles at OMERS Private Equity and Versa Capital Management, as well as earlier work in Ernst & Young’s Assurance practice. He holds a BSBA from Washington University in St. Louis, an MBA from NYU Stern, and is a CPA (inactive).



Patricia Graver

Partner
Third Arch Investments

Patty is a Partner at Third Arch Investments, a Philadelphia-based investment firm making majority investments in high quality small businesses. She has more than 15 years of investment, advisory, and portfolio oversight experience dedicated to lower middle market businesses across a variety of industries, including the consumer products, distribution and manufacturing sectors. Prior Third Arch, Patty was a Principal at Versa Capital Management. She began her career as a financial analyst at Rothschild Inc., where she focused on consumer M&A and restructuring. Patty resides in Blue Bell with her husband and 4 boys.

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

Non-members: $75.00
Same Day/Walk-In: $85.00

Food and beverages will be provided.


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.

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.


Thank you to our event host sponsor:


========================================


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ally Lamson of WTW is a member of XPX Philadelphia
Ally Lamson
WTW
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
HJ
Heather Johnston
Maximus Partners, LLC
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Curtis Farrow of Armanino is a member of XPX Philadelphia
Curtis Farrow
Armanino
WS
Wei Scaltrito
Nimble Capital
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
MS
Mike Steen
Attolon Partners, LLC
SD
Stephen Davis
Citrin Cooperman
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
ZL
Zachary Lasalvia
J.P. Morgan Private Bank
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
MD
Michael Dougherty
Commonwealth M&A
MC
Matthew Carrozza
J.P. Morgan Private Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
GB
Graham Bachman
Hidden River Strategic Capital
LG
Lee Garber
NewSpring Capital
PG
Patty Graver
Third Arch Investments
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
JC
John Cooney
Aprio
TH
Tom Hyland
Brown Brothers Harriman
GS
Greg Smith
Attolon Partners
MB
Mark Bowerman
MB
Matt Brasher
SEA M&A
JL
Jake Libucha
Wouch Maloney & Co., LLP
CA
Christer Andresen
Flagstar
BD
Brett Diakon
PathfindersIT
JB
Jeff Barson
BNY
DM
Dominic Mesko
Armanino Advisory LLC
AC
Ana Calves
Kleinbard LLC