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Session A

What’s necessary to prepare any company for a successful M&A transaction

Presented By: Cambridge Savings Bank / KLR

Panelist and description to be announced soon.


John E. Surrette, Jr.
Partner, Director of Private Equity & Venture Capital Services Group

John Surrette Chairs KLR's Private Equity and Venture Capital Services Group. He has over 20 years of experience working with middle market and lower middle market companies. His focus is on providing audit and compliance services to Private Equity and Venture Capital firms and their funds as well as transaction advisory services to other financial and strategic sponsors investing in middle market companies. John partners with a diverse audit and consulting client base and has extensive experience working with companies in the manufacturing, distribution, renewable energy, technology enabled services and healthcare industries.



Robert Kershaw
Senior Vice President – Team Leader
Cambridge Savings Bank
Ed Serpe
Pro Food Solutions



Paul Stenson
StanChem Resins



Conference Location

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