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Session B

SOLD! Ensuring Your Business Is Ready for Sale

Presented By: Gray, Gray & Gray, LLP / CMBG3 Law

Getting a company ready to sell can be a daunting task—even more so if you haven’t been running the business as though it was already for sale. Join a group of owners, investors, and M&A advisors as they share insight for getting your house in order before you go to market to sell.


James DeLeo
Managing Partner
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.


Jeanne-Marie Boylan
Boston Sand & Gravel Company



John Gardella
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.

Dave Schneider
River Birch Partners

Dave Schneider is a Partner of River Birch Partners with over 25 years of business experience including 20 years in private equity and debt investing. Prior to River Birch, Dave was a partner with 3K Limited Partnership, a private investment firm, and Main Street Resources, a middle market private equity fund. Dave’s experience includes investment origination, capital raising, transaction structuring and execution, and working closely with portfolio companies at the board and management level.

Prior to Main Street, Dave spent time with J.H. Whitney & Co., an alternative asset investment firm, and MCG Global, a boutique merchant banking firm. He started his career with Price Waterhouse LLP.


Conference Location

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