Category Archives for "Uncategorized"

Meet Jeff Lewis: From Early Stage to M&A

A partner with The Bonadio Group, Jeff is charged with overseeing the firm’s Transaction Advisory Services and Private Equity teams, but that is only part of what he does. He’s a CPA, CVA and CFO, and for over 20 years has been advising clients in M&A activities and accessing capital. With his wealth of experience, […]

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Recap: Investor Connections for Cleantech Startups

On August 1, Upstate Capital hosted an event sponsored by the Southern Tier Clean Energy Incubator, Corning and Cayuga Venture Fund to connect investors to clean energy startups in the Upstate New York ecosystem. The event rolled out in two parts: a private, invite-only speed networking between companies and investors, and a public networking event […]

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In Case You Missed It: A Detailed Recap of Upstate Capital’s 11th Annual Saratoga Forum

​By Caitlin E. MoriartyUpstate Capital Association of New York is a cornerstone organization in Upstate New York, having spent the past 15 years facilitating access to capital for companies and deal flow for investors. Each year, in Saratoga Springs at the Saratoga Forum, Upstate Capital assembles a dynamic group of investors, entrepreneurs, leaders, and professionals […]

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Event Recap: Perpetuation & Succession Planning in the Hudson Valley

On June 13, Upstate Capital and Community Foundations of the Hudson Valley hosted an event to bring together business leaders from across the region to discuss perpetuation and succession planning. Eric Allyn, 4th generation owner of Welch Allyn, told his personal story leading the Allyn family’s multi-year process to install good governance, separating interpersonal conflict […]

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