Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
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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



A business is planning a significant 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.



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.



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.



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.
Bronze Sponsors






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



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



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


