
About the Symposium
The Dallas Business Symposium returns in Spring 2026 with a focus on The State of Dealmaking Part 1 — an early inside look at the evolving dynamics shaping M&A, banking, private equity, and capital markets across North Texas. This exclusive forum brings together investors, advisors, and executives for an afternoon of insight, strategy, and connection.
Attendees will explore key trends driving deal flow, the shifting landscape of capital access, and the operational realities facing business owners and intermediaries in 2026.
Join the region’s leading dealmakers for a candid discussion on where opportunities are emerging — and how to position your firm for the next wave of growth.
Host Sponsor

JSM Partners in Support
Speakers

Ross Angus Williams
Partner
Bell Nunnally

Daniel Boarder
Partner
Whitley Penn

Sam Rubin
VP Corporate Finance
SouthState Bank

Barrett Kingsriter
Founder & Sr. MD
Pinecrest Capital

Harry LaRosiliere
SVP Wealth Management
UBS – Kravitz Group

Gregory Schmitt
Partner
Hunton, Andrews, Kurth LLP
Symposium Details
Date: Friday April 24th, 2026
Time: 2pm-6pm
Venue: KPMG Plaza, 2323 Ross Ave Ste. 1900, Dallas, TX 75201
Symposium Agenda
- 2:00pm-2:30pm Check-In and networking
- 2:30pm-2:45pm Fireside Chat – Ross Angus Williams
- 2:45pm-3:30pm Panel 1
- 3:30pm-4:00pm Break/Networking
- 4:00pm-4:45pm Panel 2
- 4:45pm-6:00pm Networking/Event End
Insights from Dax Seale of Seale Wealth Management with Raymond James.
Insights from Jaime Hochhausen, Business Development Director at global law firm Perkins Coie.
Insights from Joshua Lewis, Commercial Banker at Regions Bank.
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For inquiries, contact
James Sackey
james@jamessackey.marketing






