XPX Greater BostonSummit 2025
Location
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210
Date
Tuesday, May 13th, 11:30 AM - 7:00 PM EDT
Coming Soon
Program Agenda
Check In & Networking Lunch
Welcome and Introductions
Session 1
Session 2
The State of the M&A Market session will feature a panel examining current merger and acquisition trends. Participants will hear diverse perspectives from industry specialists who offer both quantitative insights on transaction volume and qualitative analysis of how deal structures are evolving in response to today's economic uncertainty.
Networking Break
Session 3
This panel session will explore strategies for enhanced collaboration among M&A advisors throughout the deal lifecycle. Key discussion points will include: overcoming business owner objections to involving additional advisors, demonstrating the value of specialist expertise, identifying and resolving common disconnects between advisors, and fostering collaboration across unaffiliated groups.
Session 4
Intro & Background AI Evolution - moving from today to tomorrow highlighting changes in AI Eras AI Landscape - traditional AI to AI agents Boom in generative AI - what is it and professional services use cases, concept of effective prompt engineering Effective AI usage - ROI and pitfalls Common Tools - what is out in the market that is readily available -steps to take and risks to consider when adopting AI.
Closing Session
Join us for an update from JP Morgan's Global Investment Strategy Team regarding current public market dynamics and economic trends.
Networking Reception
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

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

Conntact: Jae Erdekian, Email: JAErdekian@bdo.com

you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

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