Upstate Capital Annual Event

M&A Advisor Series – Rochester, NY

WHEN: June 8, 2022 | 4:00PM

WHERE: Oak Hill Country Club, Rochester, NY

Register for this Event

Speakers:


DETAILS

Our M&A Advisor Event Series facilitates knowledge and connections for service providers and business owners related to merging and acquiring companies

  • Professional advisors gain knowledge that is helpful in advising clients and grow their referral networks.
  • Business owners hear about fundamental principles and considerations, both from transaction professionals and from CEOs and executives who have gone through M&A transactions. 

This event will feature Mark Murphy, founder and CEO of Greenlight Networks, discussing his experiences starting, growing and selling his company to private equity investors.

Who Will Be There?

The M&A Advisor Series will be attended by executives, investors, and industry professionals interested in M&A and ownership transitions.

Register to Attend:

Non-Members: $100
Upstate Capital Members: $75

Not yet an Upstate Capital member? Become a member and get a free pass to this event.


AGENDA

3:00PM

Invitation-only Roundtable for Business Owners and Founders

4:00PM

Registration + Networking

5:00PM

Keynote Conversation with Mark Murphy, founder & CEO, Greenlight Networks

Upstate Capital welcome with Sam Ticknor, Union Hill Advisors, and David Kocen, Bluehenge Capital Partners

6:00PM

Networking Reception



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Do you want to engage with the Upstate Capital investment community by participating at an upcoming event? Let us know!


2022 SPONSORS


FAQ for M&A Series Roundtable Attendees

Is this event suitable for first-time startups?

The roundtable is most suitable for people with $1M+ revenue companies who are actively thinking about growing their businesses, possibly by making acquisitions, as well as people who have larger companies and are thinking about exiting by getting acquired. 

Do I have to bring anything with me or will I be asked anything specific?

You should come prepared to share who you are, what you do, and a question you’d like to ask the co-hosts and experienced people in the room. 

Is there anything else I should know?

This is an opportunity to make more intimate connections with your peers and with people who have in-depth experience with business topics that are relevant now, or could be relevant in the future, for you. You can assume that what is spoken about in the room will stay there, and should afford the same courtesy to other participants.