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Ballroom 1 Session A

Dealmakers Roundtable

Presented By: Citizens

Panelist and description to be announced soon.


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 Bank 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.

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



Rob Hale
Co-Founder, President & CEO; Co-Founder; Co-Owner
Granite; Copley Equity Partners; Boston Celtics



Tony Oh
Accel International



Conference Location

10 Huntington Avenue
Boston, MA 02116
Tel: (617) 262-9600