Wofford Advisors

Dealmakers Conference

An invitation-only gathering of CEOs, CFOs and investors in transportation & logistics. Three days, one room, no sales pitches.

Save the Date September 22–24, 2027 Nantucket

2026 Recap

300Oysters Shucked
85Attendees
45Firms
10Sponsors
3Keynotes
1Nor’easter Navigated

The Dealmakers Conference brings together executives from across transportation and logistics: public, family-owned and private equity-backed companies, plus the PE firms themselves. They share war stories from buying and selling companies and the lessons they took from them: how they positioned a business for sale, chose a buyer, handled an offer they didn’t see coming, and decided when to walk away.

Alongside them, practitioners who work on deals day in and day out, across many clients and transactions, lead educational sessions on how the process works and how your advisors should be helping.

Who Attended

From 2026 Attendees

“Easily one of the best events I attend all year. I’m already looking forward to next September.”
— Head of M&A, Public Company
“Everyone in the room is a decision-maker in T&L. That’s what makes it so valuable.”
— CEO, Portfolio Company
“I think the entire format is unique & exceptional.”
— Partner, Midmarket PE Firm
“The content is rich and really deep. The economic outlook session alone was worth the trip.”
— CEO, Private Company

Our Sponsors

The Program at a Glance

Keynotes

  • Constance HunterChief Economist, Economist Enterprise
  • Steven FoxExecutive Chairman and Founder, Veracity
  • Gregory Mark HillAuthor of Samsara

Welcome Events

  • Welcome PartyCisco Brewers, for executives and spouses.
  • Opening Dinner and KeynoteStraight Wharf Fish, with Gregory Mark Hill.

Executive Panels

  • The Art of the Premium ExitWhat matters most when positioning your company for sale.
  • The Exit Matrix: Red Pill or Blue Pill?Selling to a private company, a public company or a sponsor.
  • AI: Friend, Foe, or Frenemy?How AI is reshaping competitive advantage and enterprise value.
  • Skipping the Small Talk: Unexpected ProposalsHow buyers and sellers respond to the offer no one saw coming.
  • Deal or No Deal?The moments that make or break a deal.

Educational Panels

  • Latest Trends in Deal CommunicationsWhat’s changing and what’s not in the age of AI.
  • Who’s on First?Your buyside advisors’ roles and how they fit together.
  • Integrations and AI
  • M&A Crystal Ball for 2027
  • Risky BusinessHow reps and warranties insurance bridges differences and gets deals done.
  • Help Me Help YouWhat your advisors need from you to get your business ready for sale.

Spouse Track

  • Island TourA private bus tour of Town, Sconset and Jetties Beach.
  • Made in NantucketBites, wine and a hat bar at Lemon Press.
  • Spouse DinnerDinner together at Lola 41.