Diligence Ready? Expert Advice For Your Private Equity Exit or Investment

June 26, 2024

Jordan X. Buxton - Punch

Director of Business Development at GenNx360 Capital Partners

Joseph Wisniewski

Vice President at Intrepid Investment Bankers

William Webster

CPA, Business Development, PE & VC at Escalon

Planning your business exit? Don’t miss this comprehensive webinar on exit planning and the investment banking process. Our expert speakers will discuss the optimal timing for selling your business, essential steps in exit planning, and the key attributes that attract private equity funds to potential acquisitions. Our speakers, William Webster, Jordan Buxton – Punch, and Joseph Wisniewski, bring a wealth of experience in business development, private equity, and investment banking.

Topics include:

  • Thinking About Your Exit: Key considerations and timing.
  • Selling Your Business: Strategies and the investment banking process.
  • Steps to Exit Planning: Practical advice for a successful exit.
  • What PE Funds Look for: Insights into acquisitions and positioning your business.

Whether you’re a seasoned entrepreneur or new to the exit planning process, this webinar will provide valuable education and strategies to help you prepare for success. Don’t miss this opportunity to learn from the best in the business!

Meet our speakers

Jordan X. Buxton - Punch

Prior to joining GenNx360, Jordan served as Director of Business Development for Live Chair, Inc., a Venture Capital-funded start up. Prior to Live Chair, Jordan was Senior Vice President, Investments at Nightingale Partners LLC, a private investment vehicle and Opportunity Zone Fund. Before Nightingale Partners, Jordan was an investment professional in Cleveland, OH, with Growth Opportunity Partners and Cyprium Investment Partners and an investment banker with Wells Fargo Securities and Greif & Co. in LA.

Jordan played football at Yale University, New Haven, CT, where he earned his B.A. in Political Science and is a proud graduate of St. Paul’s School, in Concord, NH.

GenNx360 Capital Partners is a private equity firm focused on acquiring middle market business-to-business services and industrial companies. GenNx360 invests in companies with proven and sustainable business models in expanding industries, with the objective of implementing value-enhancing operational improvements to accelerate growth, deliver efficiencies and generate strong financial returns. Target industries include outsourced business services, industrial machinery and components, industrial services, automation & industrial technology, packaging products, equipment services, environmental services, and food ingredients/equipment/services. GenNx360 was founded in 2006 and is headquartered in New York City.

Joseph Wisniewski

Joe is a Vice President in Intrepid’s Healthcare practice with extensive experience advising entrepreneur-held and institutionally-backed businesses through a range of sell-side and capital raise transactions with private equity, strategic and alternative investors. He focuses on a broad range of single and multi-site healthcare service sectors including physician practice management, retail healthcare, behavioral health, healthcare staffing, post-acute care, pharmacy and health plans.

Prior to joining Intrepid in 2019, Joe worked at Provident Healthcare Partners, an M&A advisory firm focused on sell-side mandates, where he most recently oversaw the firm’s Los Angeles office.

Joe is an avid learner and enjoys embracing new cultures and experiences through music, food, books, and travel.

Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG, a global financial institution. Member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Intrepid is a specialty investment bank focusing on M&A and capital advisory services for middle market companies. Our own entrepreneurial roots, combined with MUFG (Mitsubishi UFJ Financial Group), one of the largest financial institutions in the world, unlocks the best of both worlds for our clients: human-centric investment banking at a global scale. ​ Our unique culture attracts, develops and retains the best talent in the industry. Through client-centered deal making, best-in-class market intelligence, global capital resources, and extensive access to acquirers and capital providers, our bankers work tenaciously to deliver the value in your business beyond conventional metrics.

William Webster

Will Webster is a CPA with 10+ years consulting with business owners on accounting, choice of entity, flowthrough and partnership taxation, corporate taxation, multi-state tax and apportionment, assurance and real estate. He also brings 8 years of working with startups and growth stage tech companies in driving revenue growth and building lasting client relationships.

Will started his career working with small business owners on month-end close, tax planning and compliance as well as cash to accrual conversions for audit and debt covenant purposes.

At Ernst & Young, Will managed real estate compliance engagements for multi-national Private Equity funds. As a manager he oversaw a cross-border delivery tea team of 50+ and was responsible for interpreting Limited Partnership Agreements, calculating waterfall distributions, and REIT testing. Notable clients include Digital Realty, CBRE and Colliers International.

In 2017 Mr. Webster joined a seed stage FinTech tax startup as their first BD hire and scaled growth from pre-revenue to over $1M in sales.

While at PitchBook data Will worked closely with investors to craft proprietary deal sourcing strategies and consulted with investor relations teams to develop unique and creative fundraising strategies. Mr. Webster worked closely with investment bankers to improve valuation processes and CIM generation. He collaborated with founders and C-suite executives on capital raises from $100k to $100M.

At Escalon Will works with business owners and founders to improve month-end close and financial reporting process to ensure compliance with GAAP ahead of an exit. He also works with private equity deal teams to help integrate new acquisitions into their existing Private Equity portfolio.

Meet the partners


Paycor’s human capital management (HCM) platform modernizes every aspect of people management, from recruiting, onboarding, and payroll to career development and retention, but what really sets us apart is our focus on leaders. For more than 30 years, we’ve been listening to and partnering with leaders, so we know what they need; a unified HR platform, easy integration with third party apps, powerful analytics, talent development tools, and configurable technology that supports specific industry needs. That’s why more than 30,000 customers trust Paycor to help them solve problems and achieve their goals.

Learn more at https://www.paycor.com/


Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals.

Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large.

Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

Learn more at https://alliant.com/