Join us for the invitation-only in-person DealMakers event on October 1st, 2026 at 4:00 pm
Boston Marriott Newton
2345 Commonwealth Avenue, Newton, MA 02466
Cocktails & Appetizers will be served
We are elated to announce our October 2026 in-person DealMakers event!
What are some of the latest merger and acquisition trends right now? Please join the DealMakers this October as we discuss current trends and market-making activities.
M&A leaders from Gray, Gray & Gray, Gray Strategic Partners, Salem Five Bank, and Katahdin Group will engage in a roundtable discussion about marketplace dynamics, transactional trends and the lending environment, as well as pre-sale planning and tax planning. Plus, participants will have the opportunity to network with other transaction-driven individuals. Don’t miss out – read on for more details and be sure to register early.
Are there key topics you are interested in hearing about during the event? Click here to share your topics suggestions now by completing the brief survey.
Sponsors
James DeLeo
MBA, CPA/MST
Leading Partner
Gray, Gray & Gray
Richard Frizzell
CPA, MSA
Partner
Gray, Gray & Gray
Stephen Rusch
Managing Director
Gray Strategic Partners
Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Gray Strategic Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.
Keith Broyles
SVP, Head of Asset-Based Lending
Salem Five Bank
Gordie Spater
CEO
Katahdin Group
Gordie Spater
CEO
Katahdin Group
Agenda:
- Introductions
- Recent Trends
- Market Overview
- Strategic and Financial Acquisitions
- Deal Nuances
- Financing
- Latest Trends
- Deal Structure