Summit Committee
Ashley Agnew
Centerpoint Advisors, LLC
Angie Ellis
XPX Global, LLC
Michelle Mears
Conference Direct
David Poulin
RBC Wealth Management
Greg Romero
Romero Solutions Group
Rudy Scarito
RS Finance & Consulting, LLC
Lynn Schade
Middlesex Savings Bank
Greater Boston
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Summit Venue Host
Summit Venue 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.
Summit Sponsors



Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com






You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.



You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.
Annual Sponsors
Gold



Silver



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 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.



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 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



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






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.