Mastering Deal Readiness: The Playbook for Any Transaction
Presented By: Cambridge Savings Bank / KLR
Successful deals don’t start at the negotiating table—they begin long before with meticulous preparation. Whether you’re buying, selling, raising capital, or rolling up companies, being deal-ready is the difference between a smooth transaction and a costly misstep. We’ll share frontline insider strategies for preparing any type of deal—from roll-ups and platform acquisitions to strategic sales and PE-backed exits.
Moderator:
Partner, CGO + Director of Private Equity and Transaction Services
KLR CPAs & Business Advisors
John Surrette is a Partner, CGO + Director of Private Equity and Transaction Services at KLR. He works with PE firms with back office and portfolio company needs. He assists clients in evaluating investment opportunities as well as providing hands on experience during the pre and post transaction process, including providing buy-side and sell-side due diligence/quality of earnings services.
Panelists:
CEO
Nara Logics
Jana Eggers is CEO of the neuroscience-inspired artificial intelligence platform company, Nara Logics. She’s an experienced tech exec focused on inspiring teams to build great products. She’s held technology and executive positions at Intuit, Blackbaud, Los Alamos National Laboratory (computational chemistry and super computing), Basis Technology (internationalization technology), Lycos, American Airlines, Spreadshirt (ecomm), and start-ups that you’ve never heard of.
Senior Vice President — Corporate Banking Team Leader
Cambridge Savings Bank
Brendan Kennedy is a Senior Vice President, Senior Commercial Relationship Manager at Cambridge Savings Bank. For 6 years, Brendan has built a diverse and active portfolio of New England Based clients by providing focused financing solutions to meet his Borrower’s borrowing needs in both the near and longer term.
Having started his Banking career after graduating from Brown University, Brendan focused his efforts on middle market businesses having spent time at both Bank of America and Eastern Bank where he started his career in 2000.
President
Salem Capital Management
Chris Satti is President of Salem Capital Management, a single family office based in Providence that focuses on direct investing in leading private companies. Previously he spent 10 years at Audax Private Equity in Boston and San Francisco.