Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
You or your clients have a matter that could have significant impact on a business, its owners or employees, or customer/supply chain.
you are contemplating a significant company transaction, whether it is to grow the company through capital raising or acquisition or to sell the company
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
Chapter Committees
Get involved and make deeper connections – join a committee! The following committees are looking for additional members:
Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Mark Diebus, Middlesex Savings Bank | Greg Romero, Romero Solutions Group | Megan Kearney, Exit Factor Lexington (Boston Metro West) | William Wilcoxson, Osage Advisors
Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.
Marketing: Ken Segal, LGA (Chair) |Jake Stavros, LGA, LLP | Erin O’Leary, BayState Business Brokers
Treasurer: Aaron Naisbitt, Dunn Rush & Co. LLC | Mark Diebus, Middlesex Savings Bank
Programming: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Kim Kramer, McLane Middleton Professional Association | Aaron Naisbitt, Dunn Rush & Co. | Matthew Slaney, FinArc Investments, Inc. | Rudy Scarito, RS Finance & Consulting, LLC | James Turner, 5th Line
Power of 3: Kristin McKenna, Darrow Wealth Management (Chair)
Sponsorship: Armen Krmzian, Bank of America (Chair) | John Bobbin, Cambridge Savings Bank | Robert Schildkraut, Falcon Management LLC
Emerging Professionals: Leland Mindnich, J.P. Morgan Private Wealth (Chair) | Paul Schmid, ArentFox Schiff LLP
Summit: Jeff Rolke, GoldCoast Mortgage Services (Co-Chair) | Josh French, Nutter McClennen & Fish (Co-Chair)
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
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.
A business is planning a significant 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.
You are looking to develop a strategic plan to build the value of your business.
A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
Call us when preparing for an exit and you need clean books, reliable historical data, controller-level oversight, and financial insight to support valuation and deal decisions.
stewards of private businesses need a trusted team for unbiased advice
In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
Bronze Sponsors
The tax structure of a transaction requires evaluation and understanding
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.
you need an M&A attorney to handle a sale or acquisition of a business