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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Apr
23

XPX New York City | Inside the Lower Middle Market: Deal Flow, Trends & What’s Actually Closing in 2026

Details

Date & Time

Thu, Apr 23rd, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 4/20)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 4/20)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day Fee
$85.00
Guests

Registrants

42 people attended
Kevin Gavey of UBS Financial Services is a member of XPX New York
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
DG
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
AV
+37

Join Axial for a data-driven look at the lower to mid-market M&A landscape, highlighting real-time deal flow, active sectors, evolving buyer behavior, and what’s actually closing in today’s market. We’ll also cover valuation trends, capital availability, and key transaction dynamics. Designed for advisors across the deal ecosystem- lenders, attorneys, CPAs, investment bankers, and intermediaries - this session will deliver practical insights to help you navigate and execute more effectively in today’s environment.


Our Speaker:

Andrew Lowis
Business Development
Axial

Andrew Lowis is a New York-based business development and finance professional focused on M&A, deal-sourcing platforms, and capital markets. As Business Development Manager at Axial, he partners with investment banks and M&A advisors to expand access to deal flow while helping shape product improvements. Previously at PitchBook Data, he sold to private equity, venture capital, and investment banking teams, consistently exceeding quota. Earlier roles include growing a $2B AUM private-wealth book at AllianceBernstein in Miami and taking a working gap year in Jackson Hole, Wyoming. He holds a BS in Finance from Florida State University and is FINRA-licensed.


Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

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

Non-members:

$75.00 Early Bird (through 4/20)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 4/20)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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.


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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.
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
DG
David Gaynor
Marshall & Stevens Incorporated
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
AV
Andrew Veilleux
UBS Financial Services
GK
Gary Kane
Corporate Fuel
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
CG
Charles Gerber
Triumph First LLC
AL
Andrew Lowis
Axial
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
AC
Anthony Cook
AB
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
CB
Candace Benzel
Canadam Capital LLC
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
CLA
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group, Inc.
MD
Mark Dailey
Newport LLC
JF
Josh Farkas
Delmare Capital
TB
Thomas Braunstein
OceanFirst Bank
Samuel Howard of BNY Wealth is a member of XPX New York
Samuel Howard
BNY Wealth
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
IS
Ian Stuart
CFO Consulting Partners
JV
Jim Vigna
Live Oak Bank
Khalif Nunnally-Rivera of ICA Group is a member of XPX New York
Khalif Nunnally-Rivera
ICA Group
JF
Julian Friedman
Hotaling Insurance Services
JS
Jason Schumacher
Academia Business Capital
JE
James Emden
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
Cato Capital Real Estate Group
DL
David Laugtug
CLA
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
ML
Matt Luczyk
Peapack Private
RB
Richard Baum
Consumer Growth Partners
Pasang Jamling of Jamling Law Firm PLLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Pasang Jamling
Jamling Law Firm PLLC
Martin Cauz of Beechwood Consulting Group LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Martin Cauz
Beechwood Consulting Group LLC
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
JA
Jarrod Allen
Flagstar Bank
RP
Robert Pascale
J.P. Morgan Private Bank
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
BG
Ben Gomes
Merrill Lynch