9:00 am - How capital gain and other tax reforms may impact the marketplace
Selling assets now to avoid higher capital gains taxes may make sense, but so does considering if previous exit plans were actually the best strategy, even if tax circumstances change. Tax reforms being discussed in Congress and the White House are already changing the behaviors of middle market firms, as well as private equity firms. Here’s what that could mean in the short-run and longer term.
9:45 am - Sourcing proprietary deals in new and classical ways
What are the best places to source proprietary deals, when so much of business has left the office space and there are fewer informal, in-person spaces? Will new deal sourcing vehicles emerge, or will Independent Sponsors return to old models, as travel and in-person meetings return?
Managing Partner & CEO
Solaia Capital Advisors LLC
2nd Generation Partners
Acharya Capital Partners
Beacon House Capital
10:30 am - Morning networking break
11:00 am - Providing ESG value to purchases and operations
Environmental, social and governance causes are expected to play greater roles across all sectors in coming years. That said, how to incorporate ESG values in internal offices, when evaluating potential targets and in operational plans can be tricky in part because they can be difficult to quantify, and they provoke as many questions as answers.
11:45 am - Comparing long-term sector performances for sustainable returns
While many Independent Sponsors differentiate themselves by specializing by sector, the coronavirus pandemic has changed and sometimes simply accelerated market trends, meaning opportunities have changed. Which of these market trends are worth betting on for the long-term, and is it too late to adopt new sectors into established portfolios?
12:30 pm - What emerging best deal terms mean for the future of Independent Sponsors
What margins can be expected in 2022 and onward? While management fees for target firms are on the rise, what should an Independent Sponsor be offering for those fees? What other services or strategies may improve IS bottom lines in coming years?
Founder and CEO
Bassett Creek Capital
President and CEO
Founder and Senior Managing Director
1:00 pm - Networking luncheon
1:00pm - 2:00pm Building inclusionary practices into middle and Independent Sponsor markets
Discussions around racial, sexual and other inclusionary practices have the potential to shake up middle market sectors, highlighting new potential targets. It also may provide Independent Sponsors with new funding opportunities. Understanding how and ways to be more inclusive in mergers and acquisitions, as well as supporting equality when supporting the operation of firms, is key.
2:15pm - Roundtable Discussions
3:15 pm - Business building one-on-one networking meetings
Sector-specific meetings dedicated to developing partnerships unique to your business model. This highly lauded event provides you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors, and offer an hour of free-flowing networking to meet with the most relevant contacts. You will have the chance then to evaluate the potential for future business opportunities and make the most of your time. These meetings will conclude with our cocktail hour to offer additional unstructured networking time with any independent sponsors or capital providers you may not yet met.
4:30 pm - End of meetings & networking cocktail reception continues
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