ACG CT / XPX CT Annual Joint Breakfast Meeting, February 7, 2020

Event Details

When:

February 7, 2020 7:30 AM - 9:30 AM EST

Where:

Location Name

Sheraton Stamford Hotel

Location Address

700 East Main Street
Stamford, CT 06901
United States

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Overview

Body

8th Annual Joint Event with XPX CT:

A Business Exit: From the Owner’s Perspective

As professionals engaged in the various aspects of the business exit process, we are experts in our respective specialties and work hard to engage with owners to ensure a successful deal close. Imagine how much more productive the process, and better the outcome could be if we understood the experience from the owner’s perspective and could learn from their insights and advice.

·What did the owner find most valuable during the process?

·What do we need to understand about the owner’s thinking to remove the barriers to starting a process? To keeping a deal on track?

·What do advisors do that unwittingly put a transaction at risk?

Join us as we hear directly from owners about their exit experiences, how they selected their advisors, their complements, their frustrations, and their best advice to us.

Registration Fees: Early Bird Rates Expire February 5, 2020

Members of ACG CT - Complimentary

Members of XPX - Complimentary (Select Non-Member in the Dropdown to access Member of XPX option)

Young Members of ACG CT - Complimentary

Non-Member $95.00 (early bird)

Non-Member $125.00
Member of other ACG Chapter $55.00 (early bird)
Member of other ACG Chapter $75.00

Speakers

Andrew Gibson

Andrew Gibson sold Chester, CT and Bangalore, India-based AeroCision in 2018 to a PE firm. AeroCision is a Tier 1 manufacturer of turbine engine parts. Andrew was CEO and Co-Partner leading the company’s deep turnaround beginning in 2008 and significant growth through Exit.

Andrew has turned around troubled private and publicly held businesses serving as interim President or COO since 1996. Previously, he worked at a large privately held commercial developer, and as a loan officer with Chase Morgan in NYC. Presently, he runs Gibson Capital investing as an angel investor and assisting troubled and growing business clients. Andrew is a graduate of the University of Massachusetts at Amherst.

Gavin Watson

Gavin Watson was a co-owner of Watson Inc., a third-generation family owned company headquartered in West Haven CT, and a leading supplier of ingredients for the food and supplement industries. Watson was acquired by Glanbia Nutritionals in 2019.

In November of 2019 Gavin retired from Watson Inc., having served over 30 years in various roles from maintenance to engineering to operations. Gavin is newly elected Chair of the Connecticut Chapter of Conscious Capitalism and intends to spend his time pursuing interests in workplace human ecology and creating high performing environments where humans flourish. Gavin received his Bachelor’s degree from Fairfield University.

Gail M. Harris, CFP®, CIMA®

Wealthspire Advisors

Senior Vice President

Gail Harris is a Senior Vice President with Wealthspire Advisors, a $10B RIA headquartered in NYC. Gail has been providing comprehensive wealth advice for over 20 years. Her passion is helping clients make financial decisions consistent with their goals, values, and resources by taking a comprehensive approach that considers investments, estate planning, tax, insurance, cash flow and charitable planning. She particularly enjoys guiding clients through major life transitions such as selling a business.

Prior to joining Wealthspire, Gail had tenures with Merrill Lynch, US Trust, Key Private Bank, and a large Single Family Office. After graduating Oregon State University, Gail served as an officer in the U.S. Navy.

Hosted by: ACG

Chapter

Connecticut