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Blank Rome, Alex. Brown | Raymond James, and Lockton will host a&nbsp;Business Owner Strategy Summit&nbsp;on Thursday, April 9, 2026, from 4:30 to 7:30 p.m., at the Fitler Club in Philadelphia, Pennsylvania.&nbsp;

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Blank Rome partners&nbsp;<a href="https://www.blankrome.com/people/peter-i-tsoflias">Peter I. Tsoflias</a>,&nbsp;<a href="https://www.blankrome.com/people/andrew-j-haas">Andrew J. Haas</a>, and&nbsp;<a href="https://www.blankrome.com/people/michael-s-swoyer">Michael S. Swoyer</a> and chief client development and relationship officer&nbsp;<a href="https://www.blankrome.com/people/mitchell-sterling">Mitchell Sterling</a> will speak on panels alongside Alex. Brown | Raymond James and Lockton professionals. They will join a select group of privately held business owners for discussions in an interactive, roll-up-your-sleeves environment designed to help owners prepare for and realize maximum value of a full or partial exit of their business.

Fireside Chat Session 1: Operating for an Exit

Moderator: Emma Waldron, Investment Banking Analyst, Raymond James

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Pete Tsofilas, Partner, Mergers &amp; Acquisitions, Blank Rome

Andrew Haas, Partner, Trusts &amp; Estates, Blank Rome

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Building the right advisory team for a successful transaction (tax advisers, M&amp;A counsel, private banker, investment bankers, insurance)

Session 2: Nuts and Bults of a Transaction: Panelists:

Moderator: Kevin Walker, Senior Vice President, Raymond James 

Mike Swoyer, Partner, Mergers &amp; Acquisitions, Blank Rome

Eileen Kuo, Senior Vice President, Lockton

Common M&amp;A deal mechanics including representations and warranties, roll‑over equity, earn‑outs, term‑out, and seller financing

Session 3: Leading Up To &amp; Post Transaction&nbsp;

Moderator: Mitch Sterling, Chief Client Development and Relationship Officer, Blank Rome

Jessie AI, Family Office Chief Investment Officer

Early-stage investing / board involvement 

Community engagement and philanthropy after an exit

The role of an adviser as quarterback before, during, and after the transaction

Questions?&nbsp;Contact&nbsp;<a href="mailto:eric.kaufman@blankrome.com?subject=BR%20Crossroads-%20Trade,%20Risk%20%26%20Regulation%20Reception">Eric Kaufman</a>&nbsp;via e-mail.

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Business Owner Strategy Summit

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