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Please tell us about your experience
Thank you for attending the Growth & Exit Bootcamp.
Please tell us about your experience
World Class M&A Experts
& Presenting Partners
Register to see them speak...
Thomas J. Handler
Keynote Speaker
Managing Partner, Handler Thayer, LLP
Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices.
He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies.
Breakout Sessions
Scott Bushkie
Managing Partner & Founder, CBI, M&AMI, CM&AP
Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services, specializing in M&A strategies for the lower middle market. With over 20 years of experience, he has executed numerous successful transactions and holds leadership roles in industry organizations like the IBBA and M&A Source.
Darren Sugiyama
Founder
Lionsmark Capital
Darren Sugiyama, a successful entrepreneur and motivational speaker, began his career as a counselor and teacher before founding Apex, an employee benefits firm. He later expanded into the life insurance industry with DaVinci and founded Lionsmark Capital, a prominent premium financing intermediary firm.
Kelly Carter
CEO
Beacon Retirement Planning
Kelly is an experienced advisor & CEO with over 30 years experience. He holds a CEPA designation, assisting business owners in optimizing transitions aligned with their goals. Kelly's role includes strategic advice, valuations, buyer/target identification, deal negotiations, and overseeing transaction processes with his team.
Tyler Smith
Managing Director &
EOS Implementor
Tyler's expertise encompasses marketing, technology, and strategy across Retail, Finance, Real Estate, and Business Coaching. Recognized for guiding leadership teams through mergers and acquisitions.
Michael J. Egan
Senior Vice President
FTIS
Mike has spent his professional career developing and servicing client referral channels, including Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. Mike is the author of, "Your Stronger Financial Future".
Van Carlson
Founder & CEO
SRA 831(b) Admin
Van Carlson, CEO of SRA 831(b) Admin, has 25+ years of risk management experience and is committed to innovative risk solutions. He's a sought-after speaker at conferences and podcasts, and SRA has earned prestigious accolades like Inc 5000 recognition
James Reid
Partner,
Honigman Law Firm
James Reid, a labor and employment attorney, advises on strategic business decisions and legal compliance for employers. He offers services like audits, investigations, training, and document preparation to minimize litigation risks.
Shark Tank Panel hosted by Scott Bushkie
Scott Bushkie
Managing Partner, Founder, CBI, M&AMI, CM&AP
Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services, specializing in M&A strategies for the lower middle market. With over 20 years of experience, he has executed numerous successful transactions and holds leadership roles in industry organizations like the IBBA and M&A Source. Scott is also known for founding the Cornerstone International Alliance, enhancing buyer reach and industry best practices for top-tier M&A firms.
Justin Unertl
Excellere Partners
Justin joined Excellere Partners in 2010 and is responsible for sourcing, evaluating, and executing new investments and supporting management teams on value-creation initiatives. He has over 20 years of experience in private equity investing, operations, and financings of middle market companies. Justin primarily focuses on healthcare delivery; behavioral health; business services; IT managed services and cybersecurity; governance, risk and compliance services; human capital management; and outsourced insurance services. He is currently on the Board of Directors at Austin Centers, Biocare, LucidHealth, and Medlogix. Prior to their sale, Justin was active in several Excellere platforms including AxelaCare, Personable Insurance and PhyMed Healthcare Group.
Kyle Madden
KLH Capital
Kyle is a Partner with KLH Capital and is primarily responsible for identifying investment opportunities, including initial financial, operating, and competitive analysis of businesses. He is a member of the KLH Investment Committee and serves on the board of directors for BMI Merchandise and Apogee Lighting. Prior to joining the firm in 2009, Kyle was involved in a variety of brokerage-related capacities within the wealth management and insurance industry. An active member of the M&A industry, he serves on the board of directors for the ACG Tampa Bay chapter, served on the board of directors of the M&A Source, and was previously the chairman of the Alliance of Merger & Acquisition Advisors (AM&AA).
Will Guthrie
Boyne Capital
Will joined Boyne Capital in 2023. As a Vice President of Business Development, he helps drive the sourcing and origination efforts at Boyne. Prior to joining Boyne, Will served as a Senior Associate on the origination team at Sole Source Capital, a lower-middle market private equity firm based in Dallas, Texas. Will previously worked for Edge Capital Group, where he managed investment strategies across all asset classes for family offices, foundations, and ultra-high-net-worth individuals. Will received his BS in Economics with Financial Applications from Southern Methodist University in Dallas, Texas.
World Class M&A Experts
& Presenting Partners
Register to see them speak...
Thomas J. Handler
Keynote Speaker
Managing Partner, Handler Thayer, LLP
Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices.
He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies.
Breakout Sessions
Scott Bushkie
Managing Partner & Founder, CBI, M&AMI, CM&AP
Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services, specializing in M&A strategies for the lower middle market. With over 20 years of experience, he has executed numerous successful transactions and holds leadership roles in industry organizations like the IBBA and M&A Source.
Darren Sugiyama
Founder
Lionsmark Capital
Darren Sugiyama, a successful entrepreneur and motivational speaker, began his career as a counselor and teacher before founding Apex, an employee benefits firm. He later expanded into the life insurance industry with DaVinci and founded Lionsmark Capital, a prominent premium financing intermediary firm.
Kelly Carter
CEO
Beacon Retirement Planning
Kelly is an experienced advisor & CEO with over 30 years experience. He holds a CEPA designation, assisting business owners in optimizing transitions aligned with their goals. Kelly's role includes strategic advice, valuations, buyer/target identification, deal negotiations, and overseeing transaction processes with his team.
Tyler Smith
Managing Director &
EOS Implementor
Tyler's expertise encompasses marketing, technology, and strategy across Retail, Finance, Real Estate, and Business Coaching. Recognized for guiding leadership teams through mergers and acquisitions.
Michael J. Egan
Senior Vice President
FTIS
Mike has spent his professional career developing and servicing client referral channels, including Turnkey Asset Manager Platforms, Broker Dealers, and Registered Investment Advisors. Mike is the author of, "Your Stronger Financial Future".
Van Carlson
Founder & CEO
SRA 831(b) Admin
Van Carlson, CEO of SRA 831(b) Admin, has 25+ years of risk management experience and is committed to innovative risk solutions. He's a sought-after speaker at conferences and podcasts, and SRA has earned prestigious accolades like Inc 5000 recognition
James Reid
Partner,
Honigman Law Firm
James Reid, a labor and employment attorney, advises on strategic business decisions and legal compliance for employers. He offers services like audits, investigations, training, and document preparation to minimize litigation risks.
Shark Tank Panel hosted by Scott Bushkie
Scott Bushkie
Managing Partner, Founder, CBI, M&AMI, CM&AP
Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services, specializing in M&A strategies for the lower middle market. With over 20 years of experience, he has executed numerous successful transactions and holds leadership roles in industry organizations like the IBBA and M&A Source. Scott is also known for founding the Cornerstone International Alliance, enhancing buyer reach and industry best practices for top-tier M&A firms.
Justin Unertl
Excellere Partners
Justin joined Excellere Partners in 2010 and is responsible for sourcing, evaluating, and executing new investments and supporting management teams on value-creation initiatives. He has over 20 years of experience in private equity investing, operations, and financings of middle market companies. Justin primarily focuses on healthcare delivery; behavioral health; business services; IT managed services and cybersecurity; governance, risk and compliance services; human capital management; and outsourced insurance services. He is currently on the Board of Directors at Austin Centers, Biocare, LucidHealth, and Medlogix. Prior to their sale, Justin was active in several Excellere platforms including AxelaCare, Personable Insurance and PhyMed Healthcare Group.
Kyle Madden
KLH Capital
Kyle is a Partner with KLH Capital and is primarily responsible for identifying investment opportunities, including initial financial, operating, and competitive analysis of businesses. He is a member of the KLH Investment Committee and serves on the board of directors for BMI Merchandise and Apogee Lighting. Prior to joining the firm in 2009, Kyle was involved in a variety of brokerage-related capacities within the wealth management and insurance industry. An active member of the M&A industry, he serves on the board of directors for the ACG Tampa Bay chapter, served on the board of directors of the M&A Source, and was previously the chairman of the Alliance of Merger & Acquisition Advisors (AM&AA).
Will Guthrie
Boyne Capital
Will joined Boyne Capital in 2023. As a Vice President of Business Development, he helps drive the sourcing and origination efforts at Boyne. Prior to joining Boyne, Will served as a Senior Associate on the origination team at Sole Source Capital, a lower-middle market private equity firm based in Dallas, Texas. Will previously worked for Edge Capital Group, where he managed investment strategies across all asset classes for family offices, foundations, and ultra-high-net-worth individuals. Will received his BS in Economics with Financial Applications from Southern Methodist University in Dallas, Texas.
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