Boston M&A Conference 2023 | Smart Business Dealmakers | 23 March 2023 | The Westin Copley Place, 10 Huntington Avenue Boston, MA 02116

The conference connects thousands of local dealmakers - from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conference covers the breadth of the M&A landscape.

2023 Speakers

Doug Alexander
CEO, Focus Technology

Benjamin Armour
Partner, M&A Practice Group Leader, Sullivan & Worcester

David Barbash
Managing Partner - Boston, ArentFox Schiff

Kevin Barton
Senior Vice President, BankProv

Jeanne-Marie Boylan
EVP/Treasurer, Boston Sand & Gravel Company

Christopher Caprio
CFO, Focus Technology Solutions, Inc.

David Clayman
CEO & Wealth Advisor, Twelve Points Wealth Management

David Cohen
CEO-in-Residence and Strategic Facilitator, Katahdin Group

John Cushing
Partner, Goulston & Storrs

Stephen Davidson
Managing Director / Head of Claims /Head of Litigation and Contingent Risk, Aon Transaction Solutions

James DeLeo
Managing Partner, Gray, Gray & Gray, LLP

Tyler Drolet
Chief Financial Officer, Medisafe

David Dunstan
Managing Director, Citizens Bank M&A Advisory

Jana Eggers
CEO, Nara Logics

Olly Forrer
Principal, Artemis Capital Partners

John Gardella
Shareholder / Attorney, CMBG3 Law

Jeffrey Gelles
Partner, American Discovery Capital

Lisa Haddad
Partner, Co-Chair Public M&A / Corporate Governance, Goodwin Procter LLP

ROB HALE
Co-Founder & President; Co-Founder; Co-Owner, Granite Telecommunications, LLC; Copley Equity Partners; Boston Celtics

Robert Kershaw
Senior Vice President – Team Leader, Cambridge Savings Bank

Dustin S. Klein
Chief Content Officer, Smart Business

David MacKeen
CEO, Eliassen Group

David Mann
Managing Director, Alex. Brown, a Division of Raymond James

Paul Marnoto
General Counsel, Chief Compliance Officer, Parthenon Capital

Robert Menn
Managing Director, Gemini Investors

Emmett McNulty
CEO, General Management Group

Marc Mingolelli
Private Equity Practice Leader, New England, HUB International

Laura Moruzzi
Managing Director, Twelve Points Business Advisors

Tony Oh
CEO, Accel International Holdings Inc.

Ray Pineault
CEO, Mohegan Gaming & Entertainment

Steve Pryor
Managing Director; Regional Executive, Alex. Brown, a Division of Raymond James

Christopher Riley
CEO, United Cutwater

Jerry Sargent
Northeast Regional Executive, Citizens

Lynn Schade
Senior Vice President & Regional Manager, Middlesex Savings Bank

Dave Schneider
Partner, River Birch Partners

Ed Serpe
CFO, Pro Foods

Paul Stenson PhD
CEO, StanChem Polymers

Sean Sullivan
Vice President, Copley Equity Partners

John E. Surrette, Jr.
Partner, Director of Private Equity & Venture Capital Services Group, KLR

Scott Veazey
Principal, Clearhaven Partners

2023 Sponsors

PRESENTED BY:
• Citizens

HOSTED BY:
• Smart Business Dealmakers

SUPPORTING SPONSORS:
• Alex. Brown
• Aon
• ArentFox Schiff
• BankProv
• Cambridge Savings Bank
• CMBG3 Law, LLC
• Goodwin Procter LLP
• Goulston & Storrs PC
• Gray, Gray & Gray LLP
• HUB International
• Kahn, Litwin, Renza
• Middlesex Savings Bank
• Sullivan & Worcester
• Twelve Points Wealth Management
• United Cutwater

SPECIALTY SPONSORS:
• Chief Outsiders
• Hightower Advisors, LLC
• Insperity
• Lexington Wealth Management
• Morse, Barnes-Brown & Pendleton, PC
• Nelson Mullins Riley & Scarborough LLP