Family-Owned Business Roundtable | Preparing Companies for an Ownership Transition

Family-owned businesses are the backbone of our region. Join the Worcester Regional Chamber of Commerce’s Family-Owned Business roundtable.

Presented by Michael Cassata.

Michael joined Rockland Trust in 2023. A key focus for Michael is providing strategic guidance and support to business owners, ensuring they are well positioned to sell or transition business ownership when the time is right. As a former business owner turned investment banker, Mike has over 20 years of experience supporting business owners transition their organization into the next stage.
 
Prior to joining Rockland Trust, Michael was a Managing Director of Consilium Partners and then GT Securities, focusing on M&A transaction advisory services. Michael has advised over 100 businesses on growth strategies and business models, in verticals from software to business services. Early in his career, he founded a healthcare software company that successfully merged with a NASDAQ-listed firm that operates as a business unit of Veradigm Inc. (formally Allscripts) today. Michael is a Certified Exit Planning Advisor, a FINRA-registered securities professional holding a Series 63, 79, and 24 regulatory designation, and received his BS in Electrical Engineering from the University of Connecticut.