Event Sponsors
Bainco International Investors
Bainco International Investors is an SEC-registered Investment Advisor managing wealth for a limited number of individuals, families, and trusts. We provide our clients with highly customized investment management services and access to select private equity transactions, while simplifying the complexities of wealth and optimizing individual strategies for success. Our goal is to create lifelong partnerships with our clients by working in collaboration to reach their unique goals. As a result, Bainco has built a reputation for understanding the issues that arise from significant wealth, and caring about the well-being of our clients. For more information about Bainco International Investors, call Kristen Jilek (781) 997-5103, or visit http://www.bainco.com.
Business Transfers & Strategies
Business Transfers & Strategies provides services to individuals seeking to buy a small or mid-sized business and to companies seeking to expand through acquisition. BTS provides the business experience and methodologies buyers need in order to realize their goal of business ownership. We provide an efficient and proven method to confidentially and objectively advise buyers on business search, due diligence, deal structure and financing. The majority of our clients are current or former Fortune 500 executives making the transition from the corporate world to independent business ownership. Our specialty is matching specific client requirements with acquisition targets that are not advertised for sale in the public market. As a result, our clients have the benefit of exclusive access to these unadvertised sellers. Our primary focus is manufacturing, construction, distribution and service businesses in the $2M -$15M annual revenue range that produce an annual cash flow to their owners of $300k-$2.5M.
Gesmer Updegrove LLP
Lighthouse Performance Strategies, Inc.
Katharine White, MSN, is President and Founder of Lighthouse Performance Strategies, Inc., a firm dedicated to helping business leaders achieve and sustain transformational change through a highly customized, and multi-disciplinary approach to consulting and coaching. Katharine is an executive consultant, coach, and thought leader. In this role, Katharine collaborates with business owners and advisors to facilitate the process of successfully exiting their businesses and moving on to the next phase of their lives. Katharine is a seasoned C-suite executive, former psychotherapist, certified coach, and “leadership” author and speaker. For more information and a complimentary initial consultation, please contact Katharine White.
Telephone: (401) 632-4237 (office) or (401) 474-0092 (cell.)
Mintz Levin
Founded in 1933, Mintz Levin has grown into a versatile law firm of 500 highly qualified and dedicated attorneys representing diverse international clients in many industries who turn to us for a wide range of legal services and resources. Our offices are located in Boston, Washington, D.C., New York, San Diego, Los Angeles, Palo Alto, Stamford (CT), and London. Our clients include:
- entrepreneurs, research scientists, investors, underwriters, directors, and officers
- start-ups and emerging growth companies
- privately held and family businesses
- Fortune 500 companies
- medical and academic institutions, public agencies, and industry associations.
U.S. Trust, Bank of America Private Wealth Management
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization in the United States providing unsurpassed resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients can also benefit from access to resources available through Bank of America and its affiliates – including capital markets products, large and complex financing solutions, and its extensive retail banking platform.
