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Committee

Chairman

Fred Koury

Fred Koury

President & CEO

Smart Business Network


Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.


Host Committee

Michael Alam

Michael Alam

Chief Strategy Officer

Allied Resources Group LLC


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Kamil Ali-Jackson

Kamil Ali-Jackson

Life Sciences entrepreneur, company co-founder, and independent board director


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David Bovenizer

David Bovenizer

CEO

Lionheart Industrial Group LLC


David Bovenizer is a co-founder that has built Lionheart Industrial Group into a global diversified group of industrial manufacturing business with three platforms in combustion systems; pneumatic valves; and precision aerospace and defense components. He has completed more than 30 transactions totaling over $2.0 billion in value including leveraged acquisitions, cross-border M&A, public debt offerings, joint ventures, acquisitions and divestitures.

William Bowie

William Bowie

President & CEO

Empower Construction


William Bowie is the Founder, President & CEO of Empower Construction—a utility construction firm specializing in the installation of utility infrastructure around the United States. One of North America's leading utility construction companies, William leads the company's objectives, vision, and overall strategy.

 

Della Clark

Della Clark

President & CEO

The Enterprise Center


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Ryan Clark

Ryan Clark

CEO

PeopleShare


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Dominic Coppolella

Dominic Coppolella

Philadelphia Tax Market Leader

BDO


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Jason Cunningham

Jason Cunningham

Vice President, Business Development

Argosy Private Equity


Jason joined Argosy in 2019 as Vice President of Business Development. Mr. Cunningham leads the firm's transaction sourcing and origination activities, bringing more than 18 years of experience as an investment banker and private equity investor focused exclusively on middle market businesses. Throughout his career, Mr. Cunningham has advised middle market clients in across a broad range of industries on public and private company mergers and acquisitions, spin-offs, private placements, strategic alternatives, succession planning and capital formation issues.

Brandon Torres Declet

Brandon Torres Declet

CEO & Board Director

Exyn Technologies


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Denise L. Devine

Denise L. Devine

Co-Founder and CFO

RTM Vital Signs, LLC


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Dan DiOrio​​​​

Dan DiOrio​​​​

CEO

Thinc Forward


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Marc Dispensa

Marc Dispensa

Certified EOS Implementer

What If Solutions, LLC


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Jim Ewing

Jim Ewing

Managing Director, Partner

Clarity Point Financial Partners | Hightower Advisors


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Deborah Fell

Deborah Fell

Managing Partner

Chief Outsiders


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Patty Graver

Patty Graver

Partner

Third Arch Investments


Patty is a Partner at Third Arch Investments, a Philadelphia-based investment firm making long-term investments in high quality small businesses. She has 15 years of investment, advisory, and portfolio oversight experience dedicated to lower middle market businesses across a variety of industries, including the media, consumer products and manufacturing sectors. Prior Third Arch, Patty was a Principal at Versa Capital Management. She began her career as a financial analyst at Rothschild Inc., where she focused on consumer M&A and restructuring.

Scott Gray

Scott Gray

Business Advisor; Retired CEO

Retired


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James Hipolit

James Hipolit

Partner

Troutman Pepper


James Hipolit advises both buyers and sellers on strategic transactions, focusing on mergers and acquisitions. He takes a leading role in counseling buyers, sellers, and company owners in M&A transactions across a broad range of industries, including technology, manufacturing, food and beverage, health sciences, health care IT, financial services, insurance, home services, transportation, and construction. His clients also rely on him for advice and counsel related to corporate governance, structuring, and corporate finance matters.

David Horowitz

David Horowitz

Partner

Everberg Capital


David Horowitz joined Everberg Capital in 2020 as a Partner and Member of the Investment Committee. Everberg provides flexible debt and non-control equity solutions to the middle market. Previously, he was a Managing Director in Macquarie Principal Finance, and a Vice President in Goldman Sachs' Special Situations Group. He graduated from the Pennsylvania State University’s Schreyer Honors College.

Ryan Hurst

Ryan Hurst

Partner

RKL LLP


Over the course of his 15-year career, Ryan Hurst’s areas of expertise have included advising clients on buying and selling businesses, succession planning, conducting valuations for transactions and structures, litigation support for shareholder disputes and strategic alternatives analyses. He earned the Accredited Senior Appraiser designation in 2015.

Nick Irion

Nick Irion

Principal, Head of Business Development and Investor Relations

L2 Capital Partners


Nick is the Head of Business Development and Investor Relations at L2 Capital. Prior to leading these segments, Nick supported all aspects of L2’s investment activities, including sourcing and evaluating new investment opportunities, performing due diligence, executing deals, and providing post-investment support for the portfolio companies. Prior to L2, Nick worked on the private equity investment teams at both ABS Capital Partners and Harren Equity Partners.

Sarah Ivy

Sarah Ivy

Shareholder and Chair, Employee Benefits and Executive Compensation

Saxton & Stump


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Vinod Jose

Vinod Jose

Partner

Callapina Capital


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Lee M. Koury

Lee M. Koury

Managing Partner

Smart Business Network Inc.


Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Elizabeth Lange

Elizabeth Lange

Partner

Faegre Drinker Biddle & Reath LLP


Lizzie Lange is a partner in the Corporate & Securities Practice Group at Faegre Drinker Biddle & Reath LLP. Experienced in complex transactions, Lizzie works with public and private companies, private equity sponsors and their portfolio companies and other clients in a variety of industries and focuses her practice on mergers and acquisitions, venture capital, corporate restructurings, private securities offerings, divestitures and general corporate matters. Lizzie also leads the firm’s full-service ESG practice and regularly advises clients on ESG, B Corp and social impact matters.

Natasha Strother Lassiter

Natasha Strother Lassiter

Chief Strategy Officer

Strother Enterprises Inc.


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John Lee

John Lee

Senior Managing Director

Griffin Financial Group


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Raymond Lee

Raymond Lee

Founder & CEO

Careerminds


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Keith Lipman

Keith Lipman

Managing Director, Giga-Scale LLC

Co-Founder & Former CEO, Prosperoware


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Lori	Lombardo

Lori Lombardo

Principal

Entrepreneur Partners


Lori Lombardo is a Principal at Entrepreneur Partners, investing in B2B and B2C Direct Marketing, Printing, and Business Services companies. In addition to facilitating direct investments, Lori advises family-owned strategic acquirers on both buy-side and sell-side transactions including acquisitions and divestitures, as well as corporate development strategy and execution.

Paul Mattaini

Paul Mattaini

Partner

Barley Snyder LLP


Paul focuses his practice on business, concentrating in mergers and acquisitions, securities, banking, and corporations. His practice includes complex transactions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating, he’s been ranked The Best Lawyers in America®, under the following categories, Banking and Finance, Mergers and Acquisitions, Securities and Capital Markets.

Deirdre McAleer

Deirdre McAleer

Market Executive

Bank of America


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Bob McCormack

Bob McCormack

Managing Partner

Murphy McCormack Capital Advisors


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Ethan Millrood

Ethan Millrood

Chief Marketing Officer

Go2


 

 

Carol Lee Mitchell

Carol Lee Mitchell

Managing Director, National Strategy & Segmentation Executive

Bank of America


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Meera Modi

Meera Modi

Member

McNees Wallace & Nurick


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Marcia Zaruba-O’Connor

Marcia Zaruba-O’Connor

President & CEO

The O'Connor Group


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Shane Perkins

Shane Perkins

CEO

Unite Digital


 

 

Louis Rappaport

Louis Rappaport

Partner, Co-Chair, Corporate, M&A and Securities Practice Group

Blank Rome LLP


Louis is Co-Chair, Corporate, M&A and Securities Practice at Blank Rome LLP. He concentrates his practice on business and corporate matters, with specific emphasis on mergers and acquisitions for middle-market companies in a wide range of industries. He has over 20 years of experience advising on hundreds of strategic and private equity M&A transactions.

Courtland Scaccetti

Courtland Scaccetti

Managing Director

Graham Partners


Courtland Scaccetti is a Managing Director and Head of Business Development at Graham Partners. Courtland sources and evaluates new investment opportunities and also provides ongoing support for a number of Graham Partners’ current portfolio companies. Prior to joining Graham Partners, Courtland worked for Sixpoint Partners, LLC. A native of the Philadelphia area, Courtland enjoys golfing, playing sports, fishing, traveling, and spending time with his family when not working.

John Scheffey

John Scheffey

Founder & Board Director

Core States Group


 

 

Mike Schroeder

Mike Schroeder

Founder & President

Roundstone


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Steven A. Scolari

Steven A. Scolari

Partner

Stradley Ronon Stevens & Young


Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.

Brian Sharkey

Brian Sharkey

Director - Transaction Advisory Services

Kreischer Miller


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Tom Singh

Tom Singh

Managing Director | Senior Resident Director

Merrill Lynch


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Chad Stender

Chad Stender

Managing Partner

SeventySix Capital


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Mike Strigel

Mike Strigel

Director, Middle Market Banking

Fulton Bank, N.A.


Mike directs Fulton’s commercial activities with Middle Market companies throughout the Bank’s five-state footprint. His entire 25 year banking career has been focused on the needs of midsized companies, primarily family-owned businesses, in the Mid-Atlantic region. He earned his MBA from the University of Virginia’s Darden School and his bachelor’s degree is from American University.

Diego Torres

Diego Torres

Founder

Jade Ai


The Jada Ai Project was started in Spring of 2017 by Computer Scientist Diego Torres, together with a global team of private Researchers, with the goal of creating a functional, safe and ethical Artificial General Intelligence, a theoretical type of AI that could match and one day surpass human intellect.

Saul Treiman

Saul Treiman

Vice President & Chief Counsel - Corporate Planning and Development

Berwind Corporation


Saul has been with Berwind for almost 25 years, serving in various roles. In his current position, he participates in all aspects of Berwind’s portfolio management, including M&A sourcing and execution, and strategic planning. Saul has executed on dozens of domestic and international transactions representing billions of dollars in value. In previous roles, he has served as Vice President and Controller for the corporate headquarters and General Counsel for Berwind’s Consumer Products Group.

Adam VeVerka

Adam VeVerka

Managing Director

NewSpring Capital


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Conference Location

140 South Broad Street
Philadelphia, PA 19102
Tel: (215) 563-6500