Great day at the 2026 Exit Planning Exchange (XPX) Tri‑State Summit in NYC – a sold‑out event with ~125 attendees and, as always, a terrific room filled with local advisors.
Carter Morse & Goodrich was proud to be part of the program. CMG Partner Terence Hannafin delivered the opening remarks to kick off the day and also participated in the panel discussion, “Vision 2026: Future‑Proofing the Middle Market.”
From our perspective, two themes clearly stood out:
Middle market resilience
- Even amid challenging headlines, market activity continues at a healthy pace.
- Transaction are getting done, though they require more work (with new risk categories and extended diligence)
- 2025 was a record year in many respects.. with expected continued momentum into 2026
AI – front and center
- Nearly every conversation found its way back to AI
- No longer a “nice‑to‑have,” but a core consideration in how companies are operating today (and more importantly, tomorrow)
- Investors are increasingly evaluating businesses through this lens, weighing both near-term and long-term opportunity and risk
A tremendous amount of work goes into pulling together an event like this – credit to the XPX Tri‑State team, the local XPX Chapters, the speakers, and all the sponsors who supported the Summit. CMG was proud to serve as the event’s Bourbon Sponsor.
Looking forward to next year’s Summit and connecting with everyone again at upcoming local chapter events.