At XPX, learning and networking go hand in hand
XPX New York promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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Tri-State Gold Sponsors

Tri-State Silver Sponsors

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
If you need to combine great people and great technology to implify your business success.

You need help navigating complexity and want to pre-experience wealth creation decisions.

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Tri-State Bronze Sponsors

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Gold Sponsors


Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
Employee benefits (retirement & health), Insurance (Life & property/casualty), executive benefits

You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.


Marketing, sales and revenue is stuck and the exec team needs help accelerating growth.
Silver Sponsors


Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
Employee benefits (retirement & health), Insurance (Life & property/casualty), executive benefits

You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.


Marketing, sales and revenue is stuck and the exec team needs help accelerating growth.
Bronze Bronze Sponsors


Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
Employee benefits (retirement & health), Insurance (Life & property/casualty), executive benefits

You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.


Marketing, sales and revenue is stuck and the exec team needs help accelerating growth.