​A thoughtfully designed day for Active Searchers to forge deep community connections and level up SMB Acquisition knowledge.

​​​This is not your average panel discussion or generic networking event. This is hands-on, targeted, and built to give you the edge you need to stand out with your search.

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​​Our goal is simple: empower you to unlock strategies, build connections, and secure the tools you need to close the deals you are actively working on.

​​​You'll hear expert insights from top voices in the ecosystem, meet with deal team experts, and build connections with fellow searchers.

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​What to Expect:

• ​​​Actionable Deal Strategies
  Gain practical insights from top deal team partners on financial diligence, legal structuring, risk analysis, and more.​

• ​​​Real Connections
  Connect, collaborate, and converse with fellow Searchers who are just as driven to succeed as you are.

• ​​1:1 Access to Experts
  Chat with seasoned investors and deal pros for personalized guidance tailored to your search challenges.

• ​​Fuel for the Day
  Enjoy a catered lunch, all-day snacks, and wrap it up with a celebratory happy hour to recharge and share ideas.

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​​🔎 A STACKED EXPERT LINEUP FOR THE DAY:

​​Leading Minds at your fingertips...

​It’s rare to get this many of the right people in one room. But that’s exactly what’s happening. They’re going to be there—with you, in person, ready to dig in.

​Sourcing & Due Diligence: Finding Good Deals

​How Searchers are actually finding good deals in today’s market. From brokered listings to proprietary outreach, this panel breaks down what sourcing strategies are working and how buyers validate opportunities before going deep in diligence.

• ​Alex Hinch - Rejigg (Moderator)

• ​Mike Lukasevicz - Axia Growth

• ​Mark Fleming - Owner Actions

• ​Eric Pacifici - SMB Law Group

• ​Scott McKenzie – Baker Newman Noyes

​ETA Capital Stack: Debt & Equity Solutions

​Debt, equity, and the real mechanics of getting a deal funded. Hear how lenders, investors and legal experts evaluate opportunities and how Searchers are structuring capital that actually works after close.

• ​Bruce Marks - First Bank of the Lake

• ​Jacob Hall - Kando Capital​

• ​Adam Markley - Prox Search Capital

• ​Mitch Vermet - Bankers Edge Advisory

​Lunch & Deal Team Networking

​Great Meal, Great Company - Areas for partners and attendees to connect 1:1 in a less-structured setting to have meaningful conversations around real deal problems

• ​Getting Started, Diligence, Capital, Ops and More!​

​Risk & Operations: Professionalize & Protect Your Business

​​Buying is just the beginning. People issues, back-office chaos, and what you’ll wish you’d set up earlier. This panel looks at the operational, HR, and risk issues that show up during diligence and after close and how Searchers can build systems that protect and stabilize the business early.

• ​Patrick Dichter – Appletree Business Services (Moderator)​

• ​Tye Hernandez - Aspen HR

• ​Josh Richman - NewCo Risk

• ​Tim Wear - System Six

​From Searcher to Operator

​​No theories here. These are real stories, lessons, and battle scars from post-acquisition life. This panel is all about operators sharing the surprises, mistakes, and lessons that come with stepping into ownership.

• ​Grant Sahag - SMB XYZ​ (Moderator)

• ​Grania Michel - Associated Photo & Imaging

• ​Matt Kalish, FASTSIGNS of Miami Lakes

• ​Jason Schwartz, United Water Restoration / Air Force HVAC

​Ready to Get in the Room?

​​If you’re actively Searching—or ready to be—this is the most valuable day you’ll spend this quarter. Sign up, show up, and let’s get to work.

​​👉 Reserve your spot! (this will sell out).