Table Patrons
Full Table

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.





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.





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.
Half Table



I help high net worth clients have a better relationship with their money, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.



Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.



Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.






You have a client or acquaintance looking to sell a business, buy a business, or raise capital










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.





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



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.



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.



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.





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.



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.
Bronze



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



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



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




