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Session B

Deal Preparation

Presented By: Cambridge Savings Bank / KLR

Panelists and description to be announced soon.

Panelists:

Brendan Kennedy
Senior Vice President — Corporate Banking Team Leader
Cambridge Savings Bank

 

 

John E. Surrette, Jr.
Partner, CGO + Director of Private Equity and Transaction Services
KLR CPAs & Business Advisors

John Surrette Chairs KLR's Private Equity and Venture Capital Services Group. He has over 20 years of experience working with middle market and lower middle market companies. His focus is on providing audit and compliance services to Private Equity and Venture Capital firms and their funds as well as transaction advisory services to other financial and strategic sponsors investing in middle market companies. John partners with a diverse audit and consulting client base and has extensive experience working with companies in the manufacturing, distribution, renewable energy, technology enabled services and healthcare industries.

 

Conference Location

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