Agenda - Day 1

Eastern Daylight Time

September 21, 2022

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NETWORK

NETWORKING BREAKFAST

Wednesday September 21, 2022 | 8:00 AM to 9:00 AM

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WELCOME

WELCOME AND OPENING REMARKS

Wednesday September 21, 2022 | 9:00 AM to 9:15 AM

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SESSION

ANATOMY OF AN INDEPENDENT SPONSOR TRANSACTION IN 2022: GETTING DEALS COMPLETED THROUGH A DEBT CRISIS/MARKET CRISIS

Wednesday September 21, 2022 | 9:15 AM to 10:00 AM

  • Deal making and portfolio management in a highly uncertain time – COVID, war in Ukraine, supply chain, commodity, inflationary and rising interest climate, labor issues
  • How do buyers get comfortable with earning spikes from inflation, will earnings decline once supply chain issues subside?”
  • Executing on a buy and build strategy in a fragmented market – who to target and what geographies
  • As a first time IS, how do you compete in a crowded market and put your best foot forward?
  • Selecting the right capital provider – negotiating terms, determining roles, etc.

Moderator: Peter Shelton

Partner, Corporate & Securities Practice Group

Benesch Law

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David Acharya

Managing Partner

Acharya Capital Partners, LLC

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Drew Brantley

Managing Director

Frisch Capital Partners

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Grant Kornman

Managing Partner

NCK Capital

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James Illikman

Partner

Peninsula Capital Partners

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Pat Dinolfo

Managing Director

Actel Advisory Group

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SESSION

FROM DEAL 1 TO 100: HOW TO BUILD A SUSTAINABLE INDEPENDENT SPONSOR FIRM

Wednesday September 21, 2022 | 10:00 AM to 10:45 AM

  • Defining your brand
  • Building your team – hiring and retaining talent. Structuring compensation.
  • Refining your internal processes from sourcing deals, to finding capital, to value creation, portfolio management, and successful exits
  • Should you raise a fund or not?

Moderator: Sylvie Gadant

Partner and Practice Leader - Transaction Advisory Services

Citrin Cooperman

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Bob Puopolo

Partner

Epic Partners

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Max Dezara

Founder & Managing Partner

Akoya Capital

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Jabbar Abdi

Managing Partner

Sidereal Capital Group, LLC

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John Gilson

Partner

Holland & Knight

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SESSION

WORKING TOGETHER POST ACQUISITION DURING THE HOLD PERIOD

Wednesday September 21, 2022 | 10:45 AM to 11:15 AM

  • Identifying where you can you add the most value -- optimizing cost structures
  • Understanding liquidity needs
  • Getting the right talent at portfolio companies
  • Importance of picking the right professional service providers & other intermediaries

John J. Koeppel

Moderator

Partner and Private Equity Leader

Lippes Mathias

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Pierce Edwards

Principal

Valesco Industries

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Charles Scripps

Managing Partner

Black Lake Capital

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Melanie Santos Grant

Founder & Managing Partner

2ndGenPartners

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Bryce Winkle

Managing Director

Resurgent Capital Partners

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Andrew Ferworn

Sr Vice President

Virtus

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TRACK 1

ROUNDTABLES

Wednesday September 21, 2022 | 11:15 AM to 12:15 PM

Join us for interactive smaller targeted discussions and be part of the conversation:  

  1. Don’t Let Fundraising Slow Your Deals – Move Capital Quickly & Securely
  2. The Sale Leaseback:  A key capital formation tool for Independent Sponsors
  3. Navigating the due diligence process

 

 

 

Roundtable 1 Speaker: Rodney Reisdorf

CEO & Co-Founder

Verivend

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Roundtable 2 Speaker: Scott Merkle

Managing Partner

SLB Capital Advisors

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Roundtable 3 Speaker: Andrew Suh

Partner

PKF O'Connor Davies, LLP

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LUNCHEON

NETWORKING LUNCHEON

Wednesday September 21, 2022 | 12:15 PM to 1:30 PM

LUNCHEON WORKSHOP

LUNCHEON WORKSHOP: Challenges Faced When Transitioning from Independent Sponsor Deals to Managing a Private Equity Fund

Wednesday September 21, 2022 | 12:30 PM to 1:30 PM

Patrick T. Fitzgerald

Partner

Phillips Lytle LLP

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Benjamin M. Farber

Partner

Phillips Lytle LLP

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ONE-ON-ONE MEETINGS

BUSINESS BUILDING 1X1 NETWORKING MEETINGS

Wednesday September 21, 2022 | 1:30 PM to 5:30 PM

1x1 meetings dedicated to developing partnerships unique to your business model. This unique addition to the program will provide 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 have met.

 

 

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RECEPTION

WELCOME RECEPTION

Wednesday September 21, 2022 | 5:30 PM to 6:30 PM

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DINNER

INVITATION-ONLY DINNER

Wednesday September 21, 2022 | 7:00 PM to 9:00 PM