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  • Exit Planning Exchange
Exit Planning Exchange
Nov
12

XPX Nashville - Pinnacle + Synovus – What the Merger Means for Nashville and the M&A Marketplace

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Date & Time

Thu, Nov 12th, 2026 ⋅ 11:30am - 1:00pm (CST)

Location

Pinnacle 21 Platform Way South, Suite 2300 Nashville, TN 37203

Status

Registration Open

Tickets

Nashville Members
$0.00
Non-Members
$50.00
Non-Members Same Day Fee
$60.00
Guests

Registrants

37 people are going
Jared Todd of Veritas Private Wealth Management is a member of XPX Nashville
Elise Cambournac of The Catalyst Multiplier is a member of XPX Nashville
SA
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
RW
+32

Join XPX Nashville for a timely conversation with leaders from Pinnacle Financial Partners as they discuss the combination of Pinnacle and Synovus and what it means for Nashville’s banking and business community.

Our speakers will provide an update on the status of the merger and share their perspective on how the combined organization is positioned to serve Nashville’s growing business community. The discussion will also explore the expanded capabilities and resources available to companies, executives, and their advisors.

In addition to the merger update, Pinnacle representatives will highlight the firm’s investment banking and exit planning capabilities including how they work with privately held companies, executives, and their advisors.

This program should be especially valuable for exit planning professinals, wealth advisors, attorneys, CPAs, investment bankers, consultants, and other members of the transition advisory community.

Come hear directly from Pinnacle’s team, gain insight into one of the most significant developments in the region’s banking landscape, and connect with fellow members of Nashville’s exit planning and business transition community.


Our Speaker:


Gary Wunderlich

President & CEO
PNFP Capital Markets, Inc.

Gary Wunderlich is president and CEO of PNFP Capital Markets, which provides investment banking and capital markets services to middle-market companies. In 1996, he founded Wunderlich Securities and grew it into a full-service investment firm with more than 400 employees and $120 million in revenue before its 2017 acquisition by B. Riley Financial. He later founded Live Oak Merchant Partners. Wunderlich holds degrees from the University of Virginia and the University of Memphis and serves on several corporate and nonprofit boards, including Navitas Semiconductor, ArtsMemphis, and the Campbell Clinic Foundation.

Registration Fees:

XPX Nashville Members: There is no Charge to XPX Nashville Members in good standing.

XPX MEMBER NO SHOW POLICY: All events are subsidized by our member dues. If you do not cancel your attendance at least 3 business days before the event and/or you fail to attend the event (no show) you will be charged a $25.00 fee.

Non-Members: $50.00
Non-Members Same Day Fee: $60.00

Registration fee covers lunch.

Parking Information:  Please click on the links below to view.

DIRECTIONS TO THE PINNACLE TOWER ON PLATFORM WAY SOUTH, entering from Church Street

Parking in the Pinnacle Tower at Nashville Yards

Regular Monthly Educational Events 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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jared Todd of Veritas Private Wealth Management is a member of XPX Nashville
Jared Todd
Veritas Private Wealth Management
Elise Cambournac of The Catalyst Multiplier is a member of XPX Nashville
Elise Cambournac
The Catalyst Multiplier
SA
Sean Andrews
ERA Group
Jennifer Moroney of Moroney Law Group, PLLC is a member of XPX Nashville
Jennifer Moroney
Moroney Law Group, PLLC
RW
Ricky White
Tabula Advisory
Heidi Phillips of ServisFirst Bank is a member of XPX Nashville
Heidi Phillips
FirstBank
SJ
Sean Joy
Chenmark
BB
Billy Brown
The Investors Capital Group
Dorian Carpenter of Solutions 21 is a member of XPX Nashville
Dorian Carpenter
Solutions 21
Doug Belding of DLB Creative is a member of XPX Nashville
Doug Belding
DLB Creative
Drew Bringhurst of Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants) is a member of XPX Nashville
Drew Bringhurst
Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)
JS
Jim Shaub
TN Business Brokers Group
Michael Peden of Calvetti Ferguson is a member of XPX Nashville
Michael Peden
Cherry Bekaert
IS
Ina Switzer
BAY Specialized Tax Services
SG
Steven Glasgow
Hub International Retirement and Wealth
Chris Godwin of Highland Rim Capital is a member of XPX Nashville
Chris Godwin
Highland Rim Capital
Craig Cook of Equitas Strategic Partners is a member of XPX Nashville
Craig Cook
Equitas Strategic Partners
Natalie Vantrease of Prosser & Johnson is a member of XPX Nashville
Natalie Vantrease
Prosser & Johnson
Chase Pearson of Cherry Bekaert is a member of XPX Nashville
Chase Pearson
Cherry Bekaert
WC
William Crenshaw
Grow Solutions LLC
AS
Adam Shifrin
BMO Bank
GW
Gary Wunderlich
PNFP Capital Markets, Inc.
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
FirstBank
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
AH
Andy Hinch
Concept Technology
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
Opus Strategy Group
Sarah Bergman of Monteagle Advisory is a member of XPX Nashville
Sarah Bergman
Monteagle Advisory
Michael Comstock of Summit Wealth Group is a member of XPX Nashville
Michael Comstock
Summit Wealth Group
Matt Matthews of Old National Bank is a member of XPX Nashville
Matt Matthews
Old National Bank
MG
Mark Gargano
Level 3 Tax
EH
Eric Heath
Bluejay Advisors
GS
Glenn Shorey
Lazear Capital Partners
SG
Sofia Goryn
Skela Financial
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville
Kelly Finnell
EFS ESOP Consultants
GS
George Shelby
Tressler & Associates, PLLC. Tressler Title
TT
Todd Tressler
Tressler & Associates | Tressler Title