Event Overview:

Eminae Business Acquisition Symposium on September 25, 2025, from 1:00 PM to 6:00 PM at CohnReznick LLP, 1301 Avenue of the Americas 10th Floor, New York, NY 10019.

Join a focused, invite-only afternoon for investors, private equity groups, and business owners. Learn how active lenders and deal advisors look at value and risk, what financing is available today, and how deals reach the finish line. Meet credible peers during breaks and strengthen your M&A network.

Ready to attend? Use the Register panel on the right to register. (On mobile, it appears near the bottom)

Or open registration directly: Register Now

• Business Owners: Request a VIP Pass (CLICK HERE)
• Active Acquirers: request an Investor VIP Pass (CLICK HERE):
• Sponsorships & questions: admin@eminaenetwork.com

Event Agenda

1:00 pm – 1:40 pm | Registration & Networking

Welcome drinks and refreshments, attendee check-in, and networking.

1:40 PM – 1:50 PM | Opening Remarks & Host Welcome

Host welcome and Agenda review.

1:50 pm – 2:40 pm | Panel 1: Capital That Closes: Smart Funding for Today’s Deals (50 min)

Topics: Understanding the current lending environment; leveraging SBA; managing risk in M&A building bank relationships; case studies on successful financing.

2:50 pm – 3:20 pm | Technology in M&A: Strategic Deal Sourcing in the Age of AI — 30 min

3:20 PM – 3:50 PM | Networking & Refreshments (30 min)

3:50 pm – 4:40 pm | Panel 2: Deal Makers’ Playbook: From LOI to Close (50 min)

Topics: Valuation strategies; risk mitigation; post-acquisition integration; complex structures; current market trends.

4:50 pm – 5:20 pm | CEO Fireside Chat: Inside the Mind of a Dealmaker (30 min)

5:20 pm – 5:30 pm | Closing Remarks (10 min)

5:30 PM – 6:00 PM | Networking & Refreshments (30 min)

6:00 pm – 8:00 pm | VIP Cocktail Reception (Private Location)

Speakers

Capital That Closes: Smart Funding for Today’s Deals Panel

• Davi Tserpelis, SVP, Regional Business Banking Manager at City National Bank
• Jim Vigna, Senior Vice President – Northeast Region Team Lead at Live Oak Bank
• MODERATOR: David Forman, Managing Member / Director of Originations at Phoenix CG LLC / Toro Alpha Capital,
• Vik Venkataraman, Middle Market Banker at Provident Bank
• Calvin Navatto, SVP, Business Development at eCapital Corp

Deal Makers’ Playbook: From LOI to Close Panel

• Jeffrey Michelson, Partner at Cohn Reznick
• Jorge Salva, Co-Founder and Partner at Soler Salva LLP
• Anthony Tomaro, Managing Director at Decosimo Corporate Finance
• Sebastian Andersen, Managing Director & Founder at ClarityNorth Partners
• MODERATOR: Shireen Hilal, CEO at Maior Strategic Consultants LLC

Technology in M&A: Strategic Deal Sourcing in the Age of AI

• Alex Lukashov, CEO at Fintent.ai

CEO Fireside Chat: Inside the Mind of a Dealmaker

• David Mullings, Founder, Chairman, and CEO at Blue Mahoe Holdings Inc.
• Kyle Griffith, Managing Partner / Founder & CEO at The NYBB Group / Eminae Network

What to Expect:

Capital That Closes: Smart Funding for Today’s Deals

On this panel, we will discuss how to build a capital stack that actually funds on time. We’ll compare SBA vs. bank vs. non-bank options, show when to blend in seller notes or earnouts, and explain how lenders underwrite risk today. Expect real-world examples, plain talk on rates and covenants, and a straightforward preparation checklist so your deal gets a fast “yes.”

Deal Makers’ Playbook: From LOI to Close

The panel will cover essential topics, including valuation strategies in competitive markets, risk mitigation in acquisitions, post-acquisition integration, value creation, navigating complex deal structures, and understanding current M&A market trends. Explore the vital role technology plays in modern deal-making.

Technology in M&A: Strategic Deal Sourcing in the Age of AI

AI is transforming the way deals are sourced, enabling investors, acquirers, and advisors to uncover hidden opportunities faster and more effectively than ever before. In this session, we will explore how artificial intelligence is revolutionizing strategic deal sourcing, streamlining research, and delivering a competitive edge in today’s fast-paced M&A market.

???? Fireside Chat: Inside the Mind of a Dealmaker

A practical look at what buyers want right now and how smart deals get done. We’ll cover the buyer lens (red flags like owner dependency, messy or unverified numbers, and customer concentration) and the traits that win (recurring revenue, margin discipline, a capable team, and clean data). We’ll touch on long-term, values-driven investing and how broader access to capital (including Reg CF pathways) can power cross-border acquisitions. You’ll leave with simple playbooks sellers and operator-buyers can use to raise value, de-risk diligence, and close with confidence.

Moderated by Kyle Griffith, founder of Eminae and managing partner at The NYBB Group, this session is designed to help CEOs and advisors navigate market complexity and make smarter, data-informed decisions when preparing for a successful acquisition.

About the Eminae CEO Forum

The Eminae CEO Forum is an exclusive educational event designed for CEOs, business owners, and M&A professionals navigating critical transitions. Whether focused on growth, mergers, or exit strategies, this private forum connects you with an elite group of advisors and consultants who provide actionable insights and expert guidance tailored to your unique challenges.

At the core of the Eminae Network’s mission is our dedication to empowering leaders with the tools and knowledge needed to navigate the complexities of deal-making. Through dynamic panel discussions and thought-provoking presentations, attendees will gain strategic insights to drive success and maximize opportunities in today’s competitive M&A landscape.

The Eminae CEO Forum is an exclusive educational event for CEOs, business owners, and M&A professionals navigating critical transitions. Whether focused on growth, mergers, or exit strategies, this private forum connects you with an elite group of advisors and consultants who provide expert insights and strategic guidance to help you navigate the complexities of deal-making.

Why Attend?

✔ Learn from Industry Experts – Gain practical, actionable strategies from top M&A advisors, dealmakers, and business leaders.

✔ Expand Your Network—Connect with a diverse range of private equity professionals, investors, and business owners actively involved in M&A, opening up new possibilities and opportunities.

✔ Get Actionable Insights—Understand key drivers for increasing business value, mitigating risks, and structuring a successful acquisition.

Who Should Attend?

✔ Business Owners & CEOs planning for an exit or M&A transaction

✔ Private Equity Professionals & Investors looking for acquisition opportunities

✔ Investment Bankers & Business Brokers facilitating middle-market transactions

✔ M&A Professionals including attorneys, CPAs, CFOs, and financial advisors

Secure Your Spot Today!

???? Spaces are limited – register now to gain exclusive access to top-tier M&A insights and strategic connections.

???? Register Now

For sponsorship opportunities or inquiries, contact us at admin@eminaenetwork.com.

We look forward to seeing you in NYC for an insightful and impactful event!

For questions, contact us at admin@eminaenetwork.com or visit eminae.com

We can’t wait to see you in New York City for a transformative afternoon of learning, networking, and strategic insights!

Learn More.

Visit: www.eminae.com/events

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