Aaron Naisbitt, Managing Director of Dunn Rush & Co., was a recently featured panelist at the 2023 XPX Greater Boston Summit hosted by Nutter.
Participating in the seminar: “Keeping Your Money After the Deal is Done: Planning for Post-Closing Disputes” – Aaron joined Moderator, Josh French, Partner at Nutter McClennen & Fish, LLP, and other panelists:
- Amanda Jackson, Managing Director, U.S. Eastern Region / Europe, Business Development | SRS Acquiom
- Igor Sereda, General Manager | Tempo Software
- Jack Bradley, Managing Director | Capstone Partners Financial Advisory Services
About XPX: XPX – Exit Planning Exchange is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses and prepare for and execute successful business transitions. Our members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company.
About Aaron Naisbitt: Aaron is a Managing Director at Dunn Rush & Co., advising founder-led and family-held businesses valued between $20 million and $250 million. Aaron has experience in a broad range of investment banking services including mergers & acquisitions, capital raising, valuations and financial advisory, but his primary focus is representing owners through the most important transaction of their lives – the sale of their business. Dunn Rush & Co. specializes in advising business owners on how to plan, prepare, execute, and close successful transactions to achieve the optimal price and terms and accomplish their most important personal objectives.
Aaron received his B.S. in Business Management with concentrations in Finance and Economics, Cum Laude, from Babson College, and is a Registered Investment Banking Representative (Series 79, 63).
What Clients Are Saying About Dunn Rush
When I decided to sell my third generation, family business, I had many concerns. I wanted to be represented by an Investment Bank who had a strong reputation in the mergers and acquisition market, knew the market we participated in well enough to target likely interested parties, and who would manage the process of the transaction with various family members with various personal interests.
I had never sold a business before and didn’t realize everything that went into it, or the time involved. One of my best decisions was hiring professionals, Dunn Rush & Co., to guide us through the sale process. Their experience, determination and guidance resulted in a very smooth and efficient transaction. They were especially helpful during the negotiations over price. We achieved optimal results for all constituents: our shareholders, employees and customers.
I have seen the Dunn Rush team perform in several sell-side situations. You want them on your team! Their preparation and attention to detail is impressive. They are also real good people to have by your side during a stressful time. In the case of Bridgeport Fittings, Kevin and Greg introduced us to their Gold Standard of Preparation and we took their advice getting audited financial statements and a Quality of Earnings report. This preparation made the due diligence process go smoothly, helped the firm proactively address issues and greatly improved the due diligence process. The final results exceeded our expectations.
Want to find out more? Get in touch.