President & CEO
Smart Business Network
Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.
Northeast Regional Executive
Jerry is head of Corporate Banking for the Northeast Region, which includes New England and New York State. He brings deep experience to this role having led a number of the bank’s commercial business units, including serving as the bank’s president in Massachusetts (2010-2021) and co-chair of its Advisory Board (2012-2018).
Managing Partner - Boston
David Barbash is the Managing Partner of the Boston Office and member of the Corporate and Securities Group of Arent Fox LLP, a full service national law firm of over 450 attorneys across five offices: Washington, New York, Boston, Los Angeles and San Francisco. In addition to serving as the Managing Partner of the Boston Office, David is a member of the Firm’s Executive Committee, Co-Manager of the firm-wide Business Department and Co-Chair of the Firm’s Venture Capital and Emerging Business Industry Group.
David’s practice is focused on representing companies ranging from early stage to more mature family owned and venture backed companies in such areas as mergers and acquisitions, venture capital/private placements, strategic alliances/joint ventures, and licensing arrangements, as well as advising clients on day to day general business matters. He serves as a trusted legal advisor to senior management and boards of directors to assist clients in achieving their organizational objectives, while making certain to protect them legally.
Dan’s practice is focused on guiding his clients, which range from emerging and middle-market companies, venture capital and private equity funds to family businesses and entrepreneurs, through corporate governance, strategic commercial transactions, equity and debt fundraising activities, and mergers and acquisitions. Dan’s practice, although broad from a transactional perspective, focuses primarily on the technology and life sciences industries in the middle market.
J. Locke & Company
Mr. Brzezenski has a broad-based strategic marketing background spanning operating/executive management, advisory and private equity roles, helping numerous companies develop and execute successful growth strategies. Mr. Brzezenski has developed perspective from “all sides of the table,” having been a Partner with a Strategy/Mergers and Acquisition advisory firm, senior operating executive, and member of the investment committee of a venture capital firm.
Mr. Brzezenski’s experience has spanned all stages of a company lifecycle and all aspects of business planning, strategy development, business development, marketing strategy/execution and acquisitions/financing. Industry experience includes many areas within the high-technology industry (enterprise software, communications equipment and services, semiconductor applications), medical and health-related products/services, chemicals and other process industries. Mr. Brzezenski started his career in the energy industry with Arthur D. Little, focused on natural gas, power generation and alternative energy markets and technologies. Mr. Brzezenski has also recently served as President of a Food Products company on behalf of a private investment group.
CBIZ & MHM
Marc is a Managing Director at CBIZ & MHM and has been with the organization for over 20 years. CBIZ & MHM is focused on providing tax, attest and transaction advisory services to the deal community.
Focus Technology Solutions, Inc.
Chris lends his 20+ years of experience in planning, forecasting, growth and operations for companies in numerous sectors including tech, energy & professional services. He has experience across all aspects of operations including finance, accounting, recruiting, HR, legal, tax & employee training. He has closed on more than a dozen small to mid-size acquisitions and helped lead three companies to successful exits. He has been a key contributor to various company’s modernization, transformation and tremendous company growth. Recognized as an industry thought leader, Chris serves as Vice-President for the Financial Executives International (FEI) Boston Chapter and is a Co-Chair of The CFO Leadership Council Boston Chapter. He is a sought-after keynote speaker at industry events across the country.
WestView Capital Partners
Matt joined WestView at its inception and has been active in private equity since 1995.
Prior to joining WestView, Matt was Head of Corporate Development for LogistiCare, a leading medical transportation cost containment services provider to the healthcare payor market. Previously, he served as an Associate at Triumph Capital Group, a Boston-based private equity firm and an analyst with the Acquisition/Private Capital Group at Dean Witter Reynolds, Inc.
CEO & Wealth Advisor
Twelve Points Wealth Management
Dave Clayman's 24 years of experience allow him to help entrepreneurs, like himself, shift their personal financial discussions from really big numbers to surprisingly small ones... how many moments we have in life that take our breath away. Coordinated planning allows Dave's clients to measure their 3 key gaps...wealth, profit and value... and maximize their enjoyment of a life well planned.
Justin joined Anaqua in 2016 from Oliver Wyman where he was a partner advising private equity and corporate clients on growth and M&A initiatives involving software, information and services businesses. Prior to his leadership roles in strategy consulting, Justin worked in private equity, investment banking and corporate development and has experience working in the US, Europe and Asia.
Goulston & Storrs
John is a corporate and securities lawyer who advises entrepreneurs, family offices, business owners and c-level executives on matters of business strategy, mergers and acquisitions, venture capital financing, joint ventures, strategic alliances, private placements and public offerings of debt and equity securities, SEC compliance, technology licensing, corporate governance, recapitalizations, executive compensation, business succession and corporate governance. Having spent several years in working in finance and business operations, John has a unique understanding of client’s business and financial objectives. John works collaboratively with clients across a variety of industries, including high technology, consumer products, digital and print media, e-commerce and e-solutions, software development, information technology, life sciences, medical devices, pharmaceuticals, manufacturing, professional and financial services and alternative energy.
Through 2 business units, LDI Solutions uses material science, chemistry, engineering, and innovation to develop B2B products to help improve how work gets done.
LDI Interiors supplies durable upholstery & wallcoverings to contribute to healthier, beautiful commercial interiors. LDI Medical supplies innovative medical products to contribute to a safer, higher quality level of care throughout healthcare & deathcare.
Gray, Gray & Gray, LLP
Jim DeLeo began his career at Gray, Gray & Gray over 30 years ago, and now serves as the Managing Partner. He founded the Transaction Advisory Services practice, works closely with many of the region’s most prominent sources of capital, and hosts the firm’s innovative quarterly DealMakers events that bring entrepreneurs, private equity professionals and operating businesses together to help facilitate transactions.
Windjammer Capital Investors
John Donahue is currently a Managing Director and Head of Business Development for Windjammer Capital, a mid-market PE firm investing out if its $875 million fund V. John has been with Windjammer for over 20 years and was a lead deal professional before taking on his bus dev role. Prior to Windjammer, John worked in investment banking at Robertson Stephens and in leveraged finance with Bank of Boston. John is a graduate of Harvard University and completed the CFA designation.
Chief Financial Officer
Tyler is a strategically focused operating executive who drives finance, operations, and strategy for growth stage technology companies. Over the past 21 years, he has worked with six venture capital backed software and SaaS companies working with executive teams to accelerate performance, improve capital efficiency and drive to a sell-side exit.
Citizens M&A Advisory
David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.
Artemis Capital Partners
Olly is a Vice President on the Investment Team at Artemis. Olly works across the full spectrum of Fund activities, including deal generation, investment strategy & thesis development, transaction lead, portfolio company lead and Limited Partner engagement. Olly joined Artemis from Canaccord Genuity, a global middle-market investment bank, where he spent three years as an Analyst and Associate focusing on technology M&A advisory. Prior to Canaccord, Olly worked at AGC Partners, a Boston-based investment bank, focusing on technology M&A advisory. Olly received his BS in Biochemistry and Molecular Biology (magna cum laude) from the University of Massachusetts at Amherst.
Mirus Capital Advisors
Alan Fullerton has been an investment banker to large corporations, middle-market firms and family-owned firms for over 20 years. He is a senior advisor to management teams and business owners, with significant experience in arranging equity financings ($5 million to $100 million) and executing buy-side and sell-side M&A mandates. An advocate for his clients, Alan has led business owners and boards of directors through over forty sellside transactions, as well as multiple buyside, equity and debt transactions, totaling over $2 billion in value. He is a graduate of M.I.T.
Shareholder / Attorney
John Gardella is the Chair of CMBG3 Law's ESG and Environmental practice groups. He has 17 years of environmental litigation and compliance experience advising companies on risks associated with current and emerging environmental issues. He also consults with firms in the private equity, investment and banking spaces on environmental and chemical risks associated with the buy and sell sides of deals. He helps his clients see the risks that they are unaware of.
Audax Management Company
Habib Y. Gorgi
President & CEO
Applied Geographics, Inc.
Rich Grady is President and CEO at AppGeo, a geospatial technology and location-based services company celebrating its 30th Anniversary, based in Boston with public and private sector clients throughout North America.
Co-Founder & CEO
A senior executive with a proven track record in the commercialization of innovative medical technology, Mike is a results-oriented, decisive leader with a track record of successfully growing new businesses in both startup and growth organizations. Throughout his career, he has gained extensive experience translating highly complex devices and clinical data into successful businesses, both in the US and globally.
Karin A. Gregory, Esq.
Co-Founder & Managing Partner
Blue Highway Capital
Karin is a Co-Founder and Managing Partner of Blue Highway Capital. She has over 30 years of business experience as an attorney, executive and early stage investor. She spent five years as Vice President at Mass Ventures, an early stage socially responsible venture capital fund focused on urban and rural areas of Massachusetts.
Prior to co-founding Blue Highway, Karin served as Chair of CEI Ventures, a socially responsible impact private equity firm and served on the board of its parent company, Coastal Enterprises, Inc (CEI), a nonprofit lender and investor specializing in rural business and community development, financing and related policy. She serves on for-profit and non-profit boards throughout New England.
Dan is an executive coach, CEO peer-group facilitator, and the author and creator of MindfulCEO. He has coached many of Boston’s most powerful CEOs, and his influence is rapidly spreading to high-potential leaders across the US and internationally.
OpenView Venture Partners
At OpenView, Tim focuses on identifying and executing new investment opportunities and helping those companies grow. Prior to OpenView, Tim was a Vice President at LLR Partners focused on partnering with B2B software companies.
Prior to LLR, he was as an Associate at General Catalyst investing in growth-stage software companies. Tim began his career working for his dad’s commercial cleaning company, where he learned the ropes of entrepreneurship (as well as how to clean a toilet).
Castle Island Partners
Ryan is a Partner at Castle Island Partners, a private investment firm that he founded in 2006 after working on investment teams at Bain Capital, DLJ and Parthenon Capital. Castle Island invests in industrial and consumer businesses with the goal of owning companies over a long time horizon exceeding 10 years. They are currently invested in three companies: Boston Interiors, a 7 store regional furniture retailer, Organic Dyes and Pigments, a niche specialty chemicals manufacturer, and ADT Pizza, an operator of 199 Pizza Hut franchisees in 9 states in the southern and midwestern US. Ryan has over 25 years of private equity experience across a wide range of industries, including food/beverage, industrial manufacturing and distribution, and restaurants/retail. He lives in Newton MA with his wife and two kids, and graduated with his BA and MBA from Harvard University.
R. Klein Consulting LLC
Ruben is the founder of R. Klein Consulting LLC where he advises privately held companies on a variety of financial strategies. Most recently he was the President & CFO of TriWire Engineering Solutions, a provider of technical services to the telecommunications industry, where he led the sale of the company to a strategic buyer. Previously, Ruben was the CFO for several industrial companies, where he has managed over a dozen M&A transactions. Ruben’s background also includes a successful career in corporate banking.
Lee M. Koury
Smart Business Network Inc.
Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies.
Nancy Babine Kucinski
CEO/Coach/ Vistage Chair
Vistage Worldwide Inc.
The Nexxus Group
Mark joined The Nexxus Group® in 2009 as COO and General Counsel. He oversaw the operations, legal, finance and human services functions of the company before transitioning to CEO in 2013. Mark began his career as an aide to the late Senator Daniel Patrick Moynihan of New York in the late 1980s and brought more than 20 years of business and legal experience as an entrepreneur and attorney to Nexxus. He founded and sold two successful athletic apparel companies in the early 2000s, then established the boutique law firm Corporate Legal Partners with his wife in 2003 to provide part-time general counsel services to mid-cap companies. He joined a global digital media start-up as Chief Operating Officer and General Counsel in 2008 before joining The Nexxus Group® in October 2009.
CEO & Co-founder
Andre is the CEO and co-founder of ClearCompany. Prior to ClearCompany, Andre was Global Managing Director at Thomson Reuters, where he ran a 1Bn global business across 90 countries. Prior to Thomson Reuters, Andre was responsible for product development and operations at CCBN, a company he helped grow from a small start-up to number 36 on the INC 500.
Credit Mutuel Equity
Helenn Lemaistre cumulates 20 years of Private Equity experience within Credit Mutuel Equity in France and in the US and serves in several boards of private companies in the US. With more than $3.0B under management and 350 companies in its portfolio, Credit Mutuel Equity is the private equity arm of Credit Mutuel-CIC, one of the strongest banking institution in Europe. In the US, Credit Mutuel Equity supports owners of middle-market companies through minority equity investments in situations such as family and management transitions, shareholder liquidity, acquisitions or organic growth financing, with equity checks of $5-20m. Thanks to its evergreen capital, Credit Mutuel Equity has the ability to back its portfolio companies as long as needed, and to reinvest to strengthen their development.
SVP, Head of Corporate Banking
Cambridge Savings Bank
As a seasoned banker, Steve knows what customers are looking for in their relationship with Cambridge Savings Bank, and he strives to deliver it every day. Steve oversees the growth of CSB’s commercial and industrial lending, including asset-based lending. His goal is simple; to make CSB the community bank of choice for small and mid-sized companies. With more than 35 years in finance, Steve calls upon a wealth of experience building relationships and developing commercial business in the middle market. Steve and his team of 14 commercial lenders oversee $1.4 billion in commitments to companies largely based in New England. Previously he held key positions at places like Bank of America, Eastern Bank, State Street Bank, and Mass Development Boston. With a BA in Human Development from Colby College, Steve currently resides in Wellesley. He has participated in the Pan Mass Challenge the past 15 years and serves on the board for Capital Fund, an organization that provides financing for community health centers.
Senior Vice President
Brent Mathews is a commercial lender with BankProv, focusing on acquisition financing of lower middle market companies by private equity groups, independent sponsors, management teams and private companies on a cash flow basis. Prior to BankProv, Brent worked at PNC Business Credit, CIT Group and GE Capital originating and structuring asset based and cash flow loans including unitranche and 1st lien/2nd lien structures.
Director of Client Relations
Triton Systems Inc.
David has 40 years of business experience in energy, defense, biotech, and other high technology fields. David has served as CFO of two of Triton’s public company spin-offs, and CEO, CFO or COO of seven privately financed affiliate companies. Prior to Triton, David was a founder of the group that took ImageMax public in 1997, and Airfoil Technologies, a joint venture between Teleflex and General Electric.
David holds an MBA from the Wharton School of the University of Pennsylvania and a BA from Yale University.
Managing Partner, Boston Office
Nelson Mullins Riley & Scarborough LLP
Brian serves as managing partner for the firm's Boston office. He practices in the area of business law where he counsels privately and publicly held companies on corporate, finance, and securities law matters. Brian specializes in advising closely held businesses and larger companies in mergers and other business acquisitions, sales, and restructuring transactions. He also has venture capital experience, representing both emerging companies and investors.
Pine Street Capital Partners
David joined Pine Street in 2008 and is a board member on Pine Street portfolio companies Renovation Brands, Artful Home, Artifact Uprising, Atlas Devices, Boutique Brands, Seattle Coffee Gear, Taylor Stitch, and Ironwork Brands. Previously, he worked at Citizens Capital, the mezzanine and private equity group for Citizens Financial Group, Mainspring Communications, and BankBoston. He is a graduate of Babson College (BS and MBA).
Vinit Nijhawan is a strategic visionary who has conceived and built several technology organizations that have been acquired by companies such as Boeing, Motorola and Qualcomm. He is an admired leader and mentor who has built or inherited and then effectively managed several high-performance teams. He has worked in many industries: computing, aerospace, logistics, supply chain, manufacturing, telecommunications, medical devices, biopharma, synthetic biology, advanced materials, etc. Vinit is an empathetic and collaborative team member and stays connected with all his past supervisors, mentors and many of his former employees and students.
In 2008, Vinit intentionally pivoted his career from technology entrepreneur and CEO, to helping other entrepreneurs with a special focus on academia. He began teaching Entrepreneurship at Boston University and subsequently led the Office of Technology Development from 2010-2016 (he published a peer reviewed paper on that experience: Maximize Collisions, Minimize Friction). In this role, Vinit participated in several BU committees and organizations, such as the BUildLab, Faculty Innovation Network, Conflict of Interest Committee, Coulter Translational Program, Fraunhofer Grants, CTSI and on the board of the National Academy of Inventors. Additionally, he has represented BU on several boards and business plan/grant review panels.
Samantha is a General Partner with Private Equity firm Ouroboros Group, which invests in Consumer, Healthcare and the Manufacturing and Distribution spaces. Prior to Ouroboros Samantha was on the investment team at Generation Equity Capital and has been active in sourcing, evaluating and executing on investment opportunities as well as developing investment theses across various sectors. Prior to joining Generation, Samantha was at Corporate Fuel Advisors where she advised clients on a variety of M&A and financing transactions.
Prior experience includes working at a start-up quant hedge fund as an algorithm/back tester and Capital Markets at Morgan Stanley with a focus on the consumer sector. Samantha received her BBA in Design & Management, Summa Cum Laude, from Parsons The New School For Design. Most recently, she received an MBA from Brandeis University where she graduated top 5% with a concentration in Finance & Economics and a minor in Social Policy.
Bryan has spent his career advising, guiding and recognizing innovation-driven high-growth entrepreneurs in the US and internationally including advice on growth strategies, accessing capital, transactions and alliances and entrepreneurial community building. Bryan was the Global Leader of Entrepreneurship for EY until retiring in June 2019. As part of that role, Bryan led the EY Entrepreneur Of The Year awards globally and captured his insights in the book, "Daring To Compete" published by Wiley. Today, Bryan assists a number of private companies with strategic planning and sits on Advisory Boards.
Chris Pierce serves as the Managing Director of Nautic Partners LLC. Chris started at Nautic Partners LLC in November of 2014.
Senior Vice President
RBC Wealth Management
David has over 29 years of experience working with high net worth entrepreneurs and business owners with their business transitions. David’s team provides companies with corporate retirement plans, stock plan services, commercial and business lending along with executive and business owner wealth planning services. Their pre-transition planning process helps entrepreneurs and business owners determine the cost of their post-transition lifestyle and help them determine the impact the liquidity event has on their future financial security.
Dave and his RBC wealth advisory team provide holistic wealth planning including an interactive financial plans, retirement income planning, estate plan review and advisement, tax minimization strategies, insurance optimization and risk based asset management. David also leverages his large outside network of strategic consultants, business brokers, investment banks, accountants and attorneys to help build or add to advisory teams who help guide entrepreneurs and business owners to a successful transition of their business.
Micro-Precision Technologies, Inc.
Adrian is the owner and CEO of Micro-Precision Technologies, a company that manufactures ceramic substrates and micro-electronics for Defense, Aviation, Industrial and other harsh environment applications. Prior to acquiring MPT in 2020, he operated Aerospace Semiconductor, a similar company he acquired in 2012, merging them together across 2021. He previously served as President of a semiconductor capital equipment supplier with offices in the US, Europe and Asia. Adrian holds an Electrical Engineering degree from MIT and is a graduate of the Goldman Sachs 10,000 small businesses program.
Managing Director & Wealth Manager
First Republic Investment Management
Julie Rousseau is a Managing Director and Wealth Manager with First Republic Investment Management.
Prior to joining First Republic in 2018, she was a financial advisor for the Atwood Group within Merrill Lynch's Private Banking and Investment Group in Boston, MA. As a member of the Atwood Group at Merrill Lynch, Ms. Rousseau advised clients in all areas of wealth management with a focus on complex planning issues.
Prior to joining Merrill Lynch, Ms. Rousseau served as a Managing Director and Member of a Boston-based registered investment advisory (RIA) firm, in charge of the firm's Private Wealth and Family Office practices. During her tenure, she serviced both the firm's family and institutional clients and held responsibilities in the firm's operations, technology development and management efforts as the firm grew from $400 million assets under management to over $10 billion.
David Rubinstein brings over 35 years of proven leadership in building and scaling high tech startups. He has led the transformation of Opti from consulting services to a digital water product company. Throughout his career, Mr. Rubinstein has been a leader in digitally-driven solutions to over a dozen industries.
Charlie is the CEO of MRA, a leading healthcare services business providing medical coding, auditing and cancer registry services to hospitals in the United States. Before acquiring MRA in 2010, Charlie worked in private equity, corporate development and sales.
2SV Capital, LLC
Prior to founding 2SV Capital, Mr. Sawyer was one of the founders of Parthenon Capital; a private equity firm which grew from start-up to over $1.1 billion under management in 4 years. He has extensive experience in the supply chain, distribution, consumer and tech-services sectors.
Senior Vice President & Regional Manager
Middlesex Savings Bank
Lynn Schade is an experienced, cash flow banker in the Commercial Banking group at Middlesex Savings Bank. She is focused on working with middle market companies throughout New England providing acquisition finance, equity recaps and sponsor finance.
Partner, Corporate Department Director
Sullivan & Worcester
Lew is the director of Sullivan's Corporate Department. His practice is focused on a number of transactional areas. He regularly represents public and private companies in equity and debt financings, joint ventures, domestic and international mergers and acquisitions, and general corporate matters. Lew also represents financial institutions in secured and unsecured credit facilities. His clients consist of major financial institutions, private equity groups, family-owned businesses, family offices and other investors, as well as emerging and established companies engaged in a variety of industries, including renewable energy, advertising, health care, communications, manufacturing and software.
President & CEO
Daniel began his professional career with the Pepsi Cola Company where he worked in a variety of positions and concluded his tenure at Pepsi in 1996 in the position of Manager of Labor Relations for North American operations. In 1996 Daniel joined his family at Robison as Vice President of Operations and is currently CEO and President. Since his arrival, Robison has expanded its services to include natural gas supply and service, electricity supply, air conditioning, home performance services, duct cleaning, as well as mold testing and remediation. Robison now employs over 200 people and serves over 24,000 homes and businesses throughout the New York metro area. Daniel is a member of the Executive Committee of the Empire State Energy Association. In addition to his duties at Robison, Daniel serves on the board of Feeding Westchester as well as the Westchester Business division of the United Jewish Appeal. Daniel, his wife Jill, and their three children live in White Plains, NY.
Member / Chair, Closely Held Business Practice; Co-chair, Private Equity Practice
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
Kurt Steinkrauss chairs Mintz’s Closely Held Business Group and co-chairs the Private Equity Practice. He has significant experience helping individuals and families develop and implement successful estate planning strategies. Clients count on his insights on evolving gift and estate tax laws to help them manage their assets effectively. Kurt also handles a variety of corporate and employment matters. He often counsels closely held businesses, start-ups, and emerging companies on corporate governance matters as well as sales, acquisitions, and M&A transactions. Kurt is an experienced speaker and lecturer, and he regularly contributes articles to national and regional business and law publications.
Boston Business Group (Vistage International)
Partner, Co-Chair Tech M&A
Goodwin Procter LLP
Josh is a partner in the firm’s Public M&A/Corporate Governance practice, and serves as the Co-Chair of the firm’s Technology M&A practice. His practice focuses on representing public and private acquirers and target companies in a variety of domestic and cross-border acquisition and disposition transactions, joint ventures and other corporate matters. Mr. Zachariah has deep public M&A experience, across the private equity, technology and life sciences industries.