Table Patrons
Greater Boston 2023 Summit
Coming Soon
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
Conntact: Jae Erdekian, Email: JAErdekian@bdo.com
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
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.
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.
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
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.
Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com
Annual Sponsors
Gold
Silver
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
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.
Experienced commercial banking professional providing thoughtful senior debt solutions to help business owners and investors enact their growth strategy with a committed partner.
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.
Bronze
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.