Wed, Mar 10th, 2021 ⋅ 12:00am (EDT)
Mon, Apr 13th, 2020 ⋅ 9:00am (EDT)
Thu, Mar 19th, 2020 ⋅ 5:15pm (EDT)
Thu, Jan 23rd, 2020 ⋅ 5:15pm (EDT)
Fri, Apr 26th, 2019 ⋅ 10:00am (EDT)
Chapter Events
Annual Summit Host

You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors



Silver Sponsors



You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.



A business is planning a significant transition.



When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.



You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.



When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition



A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Bronze Sponsors






You or a client needs experienced deal counsel for middle market transactions.



Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.



We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.


