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












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.


commercial lending, bank deposits, treasury management services needs a bank
Gold Sponsors

Silver Sponsors

A business is planning a significant transition.

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

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.

You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.

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 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.

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.

When a company needs an Client Accounting Services Firm
Bronze Sponsors


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

The tax structure of a transaction requires evaluation and understanding

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