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Session A

M&A Dealmakers Roundtable: What to Expect in 2022

Presented By: Citizens

How are issues such as the supply chain, labor shortages, virtual offices, and the lingering effects of the global pandemic affecting dealmaking as we welcome a new year? Join a group of regional and national executives for an engaging and wide-ranging conversation on key deal trends for 2022. Among the topics this group will discuss are significant findings in Citizens’ annual Middle Market M&A Outlook, including how executives are faring in the ongoing war for talent, the impact of current supply chain issues on dealmaking, and whether the frenzied M&A market will stay hot.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Jerry Sargent
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).


David Dunstan
Managing Director
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.

Baxter Underwood
Safe Harbor Marinas



Bruce Welty
Locus Robotics



Conference Location

Dealmakers Conference
Boston, MA
Tel: (800) 988-4726