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America Ballroom Center Session B

Inside the Deal: A 360° View of Growth & Partnership

Presented By: CMBG3 Law / Gray, Gray & Gray, LLP

Go behind the scenes of a strategic investment designed to fuel growth and expand business opportunities. Hear how a leadership team retained significant ownership while bringing in a capital partner to drive value creation and operational excellence. We’ll explore how both sides structured the deal, navigated key decisions, and aligned on a shared vision for long-term success. Whether you're a buyer, seller, or investor, you’ll learn key insights into building partnerships that accelerate growth without sacrificing continuity.

Moderator:

Jim DeLeo
Managing Partner
Gray, Gray & Gray, LLP

Jim DeLeo began his career at Gray, Gray & Gray over 30 years ago, and now serves as the Managing Partner. He founded the Transaction Advisory Services practice, works closely with many of the region’s most prominent sources of capital, and hosts the firm’s innovative quarterly DealMakers events that bring entrepreneurs, private equity professionals and operating businesses together to help facilitate transactions.

Panelists:

John Gardella
Shareholder
CMBG3 Law

John Gardella is the Chair of CMBG3 Law's ESG and Environmental practice groups. He has 17 years of environmental litigation and compliance experience advising companies on risks associated with current and emerging environmental issues. He also consults with firms in the private equity, investment and banking spaces on environmental and chemical risks associated with the buy and sell sides of deals. He helps his clients see the risks that they are unaware of.

Dan Gerron
Principal
Gerron Group LLC

Dan Gerron founded Gerron Group, a provider of M&A advisory services, in 2018. Previously, Dan was SVP of Corporate Strategy and Development for Monotype Imaging, where he led acquisitions that increased revenue by more than 50%. He also held a variety of leadership roles at MapInfo Corporation and Pitney Bowes. He is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Chris LeRoy
Managing Director
Truck 9 Partners
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Marty Mazzella
CEO
Ti-SALES, Inc.
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Kevin McCarthy
Managing Director
Truck 9 Partners
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Conference Location

10 Huntington Avenue
Boston, MA 02116
Tel: (617) 262-9600