Speakers

More speakers to be announced soon! Check back for updates.


Christian Albert
Managing Partner
Bowside Capital

Ed Barone
Business Exit Planning Advisor
Evergreen Wealth Solutions

Brandon Barr
Managing Director - Head of Business Development/Strategy
CIBC Bank USA

Bruce Beickman
Manager
Beickman Advisory

Chris Blees
Managing Partner
BiggsKofford

Tony Boschetto
Partner
KLR Outsourcing

Richard Chase
Partner & Transaction Advisory Tax Leader
CohnReznick

John Cohan
Partner
Gesmer Updegrove LLP

Charles Cox
Partner & Head of Business Development
LongueVue Capital

Curt Cyliax
Managing Director
Strategic Exit Advisors

John Dalton
Managing Partner
Industrial Device Investments

Daniel Eisman
SVP
Fairfield-Maxwell, Ltd.

Amanda Foyt
VP, Middle Market
Comerica Bank

Graeme Frazier
President
Private Capital Research, LLC

Greg Fresh
Managing Director
Chartwell Financial Advisory

Glenn Harrison
Partner
LO3 Capital

Eric Heath
Managing Director
Bluejay Advisors

Sharon Heaton
CEO
sbLiftOff

Michael Landers
Partner
UHY LLP

Blair Majcina
CEO
Champion Fire & Security

Darryl Mazow
Partner
Shackelford McKinley & Norton, LLP

Bill McCalpin
CEO
Capitalize Network

Ken McDonald
Managing Director
Bernstein Private Wealth Management

Ivy Menchel
Family and Business Wealth Advisor
Equitable Advisors

Amy Moore
Principal- National Leader of Post Merger Integration
CLA/ USHV

Erin O'Leary
M&A Business Broker
BayState Business Brokers

Francis Ostrom
Director
Davie Kaplan Wealth Care Advisors, LLC

Linda Paulin- Hebden
Partner
Warner Norcross + Judd LLP

Ira Perlmuter
Chief Investment Officer
IJP Partners

Robert Schroeder
Partner
BakerHostetler

Lamar Stanley
Director
Highland Rim Capital

Scott Stratton
General Counsel
B10 Capital

Melissa Van Nort
Managing Director
Tiger Valuation Services

Joe Weissglass
Managing Partner
Configure Partners, LLC

Lindsey Wendler
Managing Director
414 Capital

Patrick Weston
Managing Partner
Route 2 Capital Partners

Gregory Wilder
Senior Managing Director: Tax Strategies
Exemplar Companies, PBC