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  • Exit Planning Exchange
Exit Planning Exchange
Mar
26

XPX Philadelphia Bucks & Montgomery County: Private Equity Isn’t One Buyer: Understanding the Buyer Landscape

Details

Date & Time

Thu, Mar 26th, 2026 ⋅ 7:45am - 9:15am (EDT)

Location

Kreischer Miller | 100 Witmer Road | Horsham, PA 19044

Tickets

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

Registrants

32 people attended
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
RB
+27

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:



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.



Kevin Murphy

Senior Associate
Hidden River Strategic Capital

Kevin is a Senior Associate at Hidden River, where he focuses on evaluating and executing new investment opportunities, as well as supporting portfolio company management teams. Hidden River provides flexible, non-control structured debt and equity capital to founder- and family-owned businesses, enabling management to continue owning and operating their companies.

Prior to joining Hidden River, Kevin held investment roles at RF Investment Partners, a structured capital SBIC fund based in New York City, and Guardian Capital Partners, a lower middle market buyout fund based in Wayne, Pa.


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 Venue Host: 




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

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
RB
Raymond Babik
Coventry
PG
Patty Graver
Third Arch Investments
KM
Kevin Murphy
Hidden River Strategic Capital
DB
Doug Bloom
DAB VENTURES, INC.
TB
Tom Bernetich
BDO
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
SD
Stephen Davis
Citrin Cooperman
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
Susan Towers, Principal of Towers Fractional Marketing for SMB industrial manufacturers, software and IT services companies, is a member of XPX Philadelphia.
Susan Towers
Towers Fractional Marketing
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JR
John Rooney
SEPA GTM Strategy
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
MH
Matt Held
MH TransConsult
SO
Stephanie Ott
JP Morgan
JP
Jennifer Powers
Commonwealth M&A
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
PA
Paul Avery
Firstrust Bank
Rob Millman of Firstrust Bank is a member of XPX Philadelphia
Rob Millman
Firstrust Bank
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
DC
Dan Cornell
Kreischer Miller
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
DV
Dan Vereb
Brown Brothers Harriman & Co.
David Simon of 1792 Wealth Advisors is a member of XPX Philadelphia
David Simon
1792 Wealth Advisors
RB
Reed Brown
EK
Ed Kelly
New Page Capital