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February 2 - 3, 2023 | MIAMI, FLORIDA

Agenda Day 1 - Eastern Standard Time

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8:00 am - REGISTRATION & NETWORKING BREAKFAST

9:00 am - CHAIRPERSON WELCOME & OPENING REMARKS

Claudine Cohen

Managing Principal, Value360

CohnReznick

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9:00 am - ROUNDTABLES / THINK TANKS

  • Roundtable 1: Why Pay Now, When You Can Pay Later: Earnouts, Seller Notes and Rollover Equity
  • Roundtable 2: Deal Points: Seller Tax issues in structuring
  • Roundtable 3: Balancing Economic and Governance Terms When Committing Capital
  • Roundtable 4: Human Capital Challenges in Healthcare M&A
  • Roundtable 5: How to Unlock Value & Liquidity in Your Portfolio
  • Roundtable 6: CFO Hiring

Roundtable 1 Speaker

John Koeppel

Partner

Lippes Mathias

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Roundtable 2 Speaker

Christopher Migliaccio

Partner - PKF O’Connor Davies

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Roundtable 3 Speaker

Chase Stuart

Managing Partner

Ice Miller

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Roundtable 4 Speaker

Emily Hak

CBPA Managing Director, Private Capital Markets

Insperity

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Roundtable 5 Speaker

Eddie Otocka

Managing Director

STNL Advisors

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Roundtable 6 Speaker

Ken Kanara

President and CEO

ECA

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11:00 am - MORNING NETWORKING BREAK

11:45 am - DEALFLOW AND DEAL EXECUTION IN 2023 - SO WHERE ARE WE HEADED?

  • Hear and benchmark from independent sponsors and capital providers on today’s hot topics - rising interest rate environment, capital markets volatility, persistent inflation, potential recession, energy crisis, shortage of human capital, and supply chain issues amongst others.  What does this mean for M&A activity? Find out what other IS and CPs are doing to adapt and overcome these pain points.

 

Moderator

Claudine Cohen

Managing Principal, Value360

CohnReznick LLP

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Nick Russell

Managing Partner

Tuckerman Capital

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Drew Brantley

Managing Director

Frisch Capital Partners

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Mark Fornasiero

Managing Partner/Co-Founder

Clarendon Capital

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Tarrus Richardson

Founder & CEO

IMB Partners

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Paul Marino

Partner

Sadis & Goldberg LLP

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12:30 pm - CAPITAL PROVIDERS: HOW IS THE DEBT MARKET CHANGING AND WHAT DOES IT MEAN FOR INDEPENDENT SPONSORS?

  • Hear the lenders’ perspective about the state of the credit markets & rising cost of debt.
  • Implications for valuations and any changes in equity return expectations

Moderator

Sylvie Gadant

Partner and Practice Leader - Transaction Advisory Services

Citrin Cooperman

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Preston G. Walsh

Partner

PNC Mezzanine Capital

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Faraz Abbasi

Managing Partner

Centerfield Capital Partners

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Chris Bordoni

Partner

Ice Miller

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Richard A. Petrocelli

Managing Director

Saratoga Investment Corp.

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Joe Rodgers

Managing Director

Source Capital

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Luncheon

NETWORKING LUNCHEON

1:00pm - 2:00pm

 
Sponsored by:
 
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Meetings

NETWORKING MEETINGS

2:00pm - 5:00pm BUSINESS BUILDING 1X1 NETWORKING MEETINGS

  • 1x1 meetings dedicated to developing valuable partnerships for 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 industry sectors and markets you are focused on. 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 then have the chance to evaluate the potential for future business opportunities and make the most of your time. These meetings will conclude with our cocktail hour that will afford additional unstructured networking time with any independent sponsors or capital providers you may not yet have met.
Reception

COCKTAIL RECEPTION

5:00pm - 6:30pm COCKTAIL RECEPTION & INAUGURAL INDEPENDENT SPONSORS AWARDS

Dinner

AWARDS DINNER

7:00pm - 9:00pm INVITATION-ONLY AWARDS DINNER

Sponsored by: 

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February 2 - 3, 2023 | MIAMI, FLORIDA

Agenda Day 2 - Eastern Standard Time

Register Today

8:00 am - REGISTRATION & NETWORKING

8:45 am - CHAIRPERSON’S WELCOME REMARKS – TAKEAWAYS & RECAP OF DAY 1

Claudine Cohen

Managing Principal, Value360

CohnReznick

Read Profile
Session

TRACK A

9:00am - 9:45am HYBRID & CO-INDEPENDENT SPONSORS

  • How can independent sponsors work together as co-sponsors to maximize the likelihood of success and create value
  • Control – just because a capital provider wants control, does that mean there is not room in the deal for the Independent Sponsor?
  • Hybrid independent sponsor models (IS who have a strong family/personal balance sheet or small fund, but also need to raise promoted co-investment to close deals)

Moderator: Douglas Song

Managing Partner

Prodos Capital LLC

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Matthew L.T. Harnett

Partner

Tecum Capital Partners

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Bruce Lipian

Managing Director, StoneCreek Capital and Co-Founder

StoneCreek Capital

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Steven E. Marcus

Founder & Managing Member

Rainbow Capital, LLC

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Azhar Quader

Investor

Queens Court Capital Management

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John McCarty

Managing Director

Star Mountain Capital

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TRACK B

9:00am - 9:45am BEST PRACTICES (AND PITFALLS) OF MANAGING AN INVESTMENT SYNDICATE: DYNAMICS IN EQUITY SYNDICATE FINANCED INDEPENDENT SPONSOR DEALS (I.E. MORE THAN ONE EQUITY CAPITAL PROVIDER)

Michael Shein

Managing Partner

Chartwell Investments

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Michael Hendrie

Managing Director

Expedition Capital Partners

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Sim Ketchum

Partner

Triago

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Michael Arguelles

Partner

Stonehenge Partners, Inc.

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Session

TRACK A

9:45am - 10:15am GETTING TO THE DEAL FINISH LINE: STRATEGIES FOR QUICK TURNAROUND & OVERCOMING LAST-MINUTE HURDLES

  • How an independent sponsor can control the deal to close - weekly calls, closing checklists, who’s in charge and what does everyone need to close?

Moderator: William E. Doran

Partner | Corporate

Benesch Friedlander Coplan & Aronoff LLP

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Christopher Sheeren

Partner

Longhouse Partners, LLC

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David Acharya

Managing Partner

Acharya Capital Partners, LLC

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Chris Eichmann

Managing Partner

Pillsman Partners

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Douglas Rose

Managing Partner

Gardner Webster Capital Partners LLC

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Brad Deghand

Senior Risk Consultant

Virtus

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TRACK B

9:45am - 10:15am GETTING TO THE EXIT FINISH LINE: HOW TO MAXIMIZE VALUE OF THE PARTNERSHIP POST-CLOSE & EXECUTING POST TRANSACTION

Moderator: Mike Miller

Partner

Holland & Knight

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Christopher J. Gessner

Partner

Peninsula Capital Partners

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Christopher Yost

Managing Director

Aperion Management

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Michael A. Carrazza

Managing Partner & CEO

Solaia Capital Advisors

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Doug Lancey

Director

Tamarix Equity Partners

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Eric Taylor

Founder, CEO & CIO - Trident

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10:15 am - MORNING NETWORKING BREAK

Meetings

NETWORKING MEETINGS

11:00am - 1:00pm BUSINESS BUILDING 1X1 NETWORKING MEETINGS

  • 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.
Luncheon

NETWORKING LUNCHEON

1:00pm - 2:00pm

 
Sponsored by:

BRP full color logo2

Networking

AFTERNOON COFFEE NETWORKING

2:00pm - 3:00pm

3:00 pm - EVENT CONCLUDES

 

 

Register Today