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  • Exit Planning Exchange
Exit Planning Exchange
Jul
23

XPX Phoenix: What’s Happening in the Private Markets

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Details
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Date & Time

Thu, Jul 23rd, 2026 ⋅ 12:00pm - 1:30pm (MST)

Location

Engelman Berger 2800 N Central Ave Suite 1200, Phoenix, AZ 85004

Status

XPX Registration Closed

Tickets

Non-Members
$45.00
Non-Members
$55.00
Phoenix Members
$25.00
Phoenix Members Same Day
$35.00
XPX Chapter Network Members
$35.00
XPX Chapter Network Members Same Day
$45.00
Guests

Registrants

15 people are going
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Shelley Detwiller DiGiacomo of Engelman Berger, P.C. is a member of XPX Phoenix
Juliet Peters of Framework Legal PLLC is a member of XPX Phoenix
David Ogurek of Caber Hill Advisors is a member of XPX Phoenix
Juan Ros of Forum Financial Management, LP is a member of XPX
+10

What the Numbers Are Telling Us: A Deep Dive into the ABA Deal Points Study

The American Bar Association's annual Deal Points Study is one of the most closely watched benchmarks in private M&A. The report tracks how deal terms, reps and warranties, indemnification structures, and purchase price adjustments are actually shifting in the middle market.

Join Juliet Peters (Founding Partner, Framework Legal) and Shelley Detwiller DiGiacomo (Partner, Engelman Berger) for an intimate, practitioner-led lunch-and-learn discussion of the latest findings.

  • What are buyers and sellers accepting today that they weren't 18 months ago?
  • Where are deal teams pushing back, and where are they giving ground?
  • What does this mean for how you advise clients who are preparing to transact?

Seating is limited to 15 attendees. Come ready to engage.


Our Speakers:



Shelley Detwiller DiGiacomo

Shareholder
ENGELMAN BERGER, P.C.

Shelley Detwiller DiGiacomo is a go-to attorney for corporations of all types and sizes, from formation through exit. In this role, she provides informed guidance on a variety of business matters including commercial contracts, loan agreements, licensing agreements, supply and distribution agreements, and the acquisition and sale of assets and securities.

She also specializes in securities law, advising private companies and investors on legal issues and compliance with issuing, buying and selling of stocks, bonds and securities. She is recognized annually by Super Lawyers, Best Lawyers, and AZ Business leaders and is an Inductee in the Order of the Coif.


Juliet Peters

Founding Partner
Framework Legal PLLC

Juliet Peters is the founding principal of Framework Legal, PLLC. Having worked with dozens of buyers and sellers, Juliet is a highly experienced business lawyer who deeply understands transactions and helps get deals over the finish line practically and efficiently.

Juliet serves clients in two ways: as fractional general counsel, helping companies in technology, green energy, franchise, retail, and professional services de-risk and structure contracts, people issues, and intellectual property; and by helping companies prepare for and complete the purchase or sale of Main Street businesses.

As a business owner herself, Juliet understands firsthand the challenges clients face.


Registration Fees:

XPX Phoenix Members: $25.00
XPX Phoenix Same Day: $35.00

XPX Chapter Network Members: $35.00
XPX Chapter Network Members Same Day: $45.00

Non-members: $45.00
Non-members Same Day: $55.00

Lunch will be served.

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

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Shelli Hendricks of Blue Horizon Solutions LLC is a member of XPX Phoenix
Shelli Hendricks
Blue Horizon Solutions LLC
Shelley Detwiller DiGiacomo of Engelman Berger, P.C. is a member of XPX Phoenix
Shelley Detwiller Digiacomo
Engelman Berger, P.C.
Juliet Peters of Framework Legal PLLC is a member of XPX Phoenix
Juliet Peters
Framework Legal PLLC
David Ogurek of Caber Hill Advisors is a member of XPX Phoenix
David Ogurek
Caber Hill Advisors
Juan Ros of Forum Financial Management, LP is a member of XPX
Juan Ros
Forum Financial Management, LP
AW
Ashley Wilson-Bass
AW Consulting Collective, LLC
PM
Phil McNulty
Proxy Advisory Group
SP
Seema Pervez
Bell Bank
JS
Jack Sullivan
Bell Bank
TH
Tom Hunt
Tango Commercial Real Estate
George Henderson of P.H.X. Wealth Management Group of Wells Fargo Advisors is a member of XPX Phoenix
George Henderson
P.H.X. Wealth Management Group of Wells Fargo Advisors
Gabriel Gasca of Midwest Regional Bank is a member of XPX Phoenix
Gabriel Gasca
Midwest Regional Bank
BS
Brian Suddarth
ERA Group
Tony Alfonso of GlassRatner Advisory & Capital Group, LLC is a member of XPX Phoenix
Tony Alfonso
GlassRatner Advisory & Capital Group, LLC
AP
Austin Peterson
Backbone Planning Partners