Independent Sponsors & Capital Providers Dealmakers Meeting

April 30th | Live Virtual Experience

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About The Conference

iGlobal Forum is pleased to host the next Independent Sponsors & Capital Providers Dealmakers Meeting on April 30th, 2020, as a Virtual Experience.

Building on iGlobal’s long-standing success of the Independent Sponsor Summit series and the industry’s largest gathering, this exclusive new format will consist of 4 hours of only high-level, sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives.

These meetings will be dedicated to developing partnerships unique to your business model and 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 prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time.

Limited to 50 participants only, join today and meet and network directly with leading industry professionals and decisionmakers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.

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Why attend

  • Benefit from partnerships unique to your business model
  • Develop business connections through 4 hours of 1x1 networking meetings
  • Explore and discuss future business opportunities
  • Meet and network directly with leading industry professionals and decisionmakers

Network With Leading

  • Independent Sponsors
  • Private Equity Firms
  • Family Offices
  • Mezzanine Lenders
  • Hedge Funds
  • Institutional Investors
  • HNWIs (High Net Worth Individuals)
  • M&A Intermediaries/Advisors

Sponsored by:

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

 

AGENDA 

1:00 pm - ROUNDTABLE DISCUSSION

ROUNDTABLE

OPERATING AND INVESTING IN UNCERTAIN TIMES

In the wake of the coronavirus pandemic, independent sponsors and capital providers are dealing with disruptions to customer demand and supply chains, workforce and labor issues, and new risks to business processes, information systems and investments. During this discussion, we’ll discuss what you need to do now, what you need to do next, and what new actions you might need to take to address the disruption.

Cynthia Romano

Cynthia Romano

Global Director

Restructuring and Dispute Resolution CohnResnick Advisory

Cynthia Romano is a Global Director of CohnReznick Advisory's Restructuring and Dispute Resolution Practice. She has more than 25 years of experience in performance improvement, turnaround management, transaction support, and investment analysis. Her industry experience includes:

  • healthcare
  • manufacturing
  • technology
  • energy/oil & gas
  • distribution
  • restaurants
  • professional services
  • not-for-profit

Cynthia guides companies from where they are to where they want to be - whether in need of a tune up or in significant distress. Partnering with CxO level management, her goal is to help companies transform their bottom line to maximize value for owners, investors and other stakeholders. Cynthia’s areas of expertise include liquidity management, profit improvement through operational restructuring, organizational and process redesign, capital sourcing, and business and creditor workout/management.

  • Workout advisor to a $300M skilled nursing operator with significant liquidity challenges.
  • Workout advisor to a $75M multi-specialty medical practice rollup.
  • GM of ambulance company with 911 contracts. Stabilized cash and operations, sold business (start to finish) in 6 weeks.
  • CFO of $75M oil distributor. Family business returned to profitability after 3 loss years via operational turnaround, successfully recapitalized, then sold for 50% higher than initial estimate.
  • COO of $30M paper manufacturer. After 14 loss months, achieved profitability within 4 months.
  • CRO of $40M construction engineering firm. Company returned to profitability and successfully refinanced.
  • Acting GM of aerospace manufacturer in Chapter 11 with sole source defense-related contracts. Successfully operated company with limited infrastructure to complete manufacturing/sale of inventory, complete contracts, and sell business.
  • Workout advisor to $300M multinational brokerage. Secured lender paid down 79% in 2 months; management buyout and refi paid remaining in debt in full.
  • Liquidating agent for retailer under Chapter 7 Trustee control. Gross recovery exceeded appraiser’s valuation by 9x.
  • Advisory to 170M family business. Improved financial controls, redesigned organizational structure around new management team, and spearheaded next generation assessment.

Before joining CohnReznick, Cynthia managed various restructuring practices and clients including as Partner at CR3 Partners, CEO of Chrysalis Management, Managing Director at CRG Partners, and Manager in Bain’s Corporate Renewal Group. She also founded and served as CEO of a technology company and was a Financial Analyst for an angel investor group in charge of the group’s due diligence.

Cohen Claudine

Claudine Cohen

Northeast Market Leader

Transactional Advisory Services, CohnReznick Advisory

Claudine Cohen is a principal and leads CohnReznick’s Advisory Group’s Northeast Transactional Advisory Practice (TAS). With more than 25 years of business experience, Claudine has developed an expertise in providing transactional advisory services, serving as an adviser to public and private companies, both domestically and internationally. She works with private equity investors, family offices alternative investment funds, lenders, family offices and strategic investors.

Claudine’s specific advisory activities include: strategic advisory, quality of earnings analyses, identifying revenue sources and profitability drivers, examining operating cost structure and sustainability factors, investigating business models including cash flow and financial projections, reviewing quality and realization of assets and liabilities, identifying working capital requirements and negotiating positions, post-close working capital verification, and adjustment mechanisms. Claudine has advised on a number of different buy - and sell-side transactions, including standalone platforms; carve-out of business segments, product line, or facility; bankruptcy auction processes; mergers; and industry consolidations.

Claudine was named to Mergers and Acquisitions 2019 list of the most influential women in mid-market M&A, and Crains NY 2018 most notable women in consulting. She has authored several articles and Thought Leadership, The Deal and other publications focusing on buy and sell-side due diligence, working capital and purchase price allocation.

1:30 pm - 1x1 NETWORKING MEETINGS BETWEEN INDEPENDENT SPONSORS & CAPITAL PROVIDERS

Sector-specific 1x1 networking meetings (10 meetings, 15 minutes each) between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and 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 prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time. Join today to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.

4:45 pm - SUMMARY & END OF MEETINGS

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MAIN SPONSOR

cohn-reznick

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

MEDIA PARTNERS

Family Office Networks

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Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit

financial-poise

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Financial Poise has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners, executives, and their respective trusted advisors. All of our content is created by proven experts in their respective fields, who are invited to our Faculty only after we vet their credentials. Our editorial staff then works with them to make sure that what they produce is easily understandable and digestible. Go to www.financialpoise.com to learn more about Financial Poise.

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Family Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI Community. The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

GLG is the publisher of the ICLG to: Real Estate and the GLI to: Commercial Real Estate To access the content for FREE, click https://iclg.com/practice-areas/real-estate-laws-and-regulations and https://www.globallegalinsights.com/practice-areas/real-estate-laws-and-regulations.

backstop-barclay-hedge

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BarclayHedge, a division of Backstop Solutions, is a leading research based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

Family Office Real Estate Magazine

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Family Office Real Estate Magazine (FOREM) is the definitive guide to the diverse challenges of real estate investing for family offices. Each issue aims to equip family offices with the critical information they require to expand their understanding and to grow their real estate investments.

The magazine is published quarterly and available in digital and hard copy editions. With circulation to over 75,000 family offices and family office and real estate professionals, FOREM provides information on the latest real estate investing trends, markets, tax strategies, partnerships, joint ventures, and market cycles, from industry experts offering guidance and advice. Order your subscription today at www.familyofficerem.com.

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PRICING

Register By

April 30, 2020

Full Networking Pass $500
Service Provider $2,495
Placement Agents Pricing $2,495

 

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Terms and Conditions - Payment Policy

Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.

For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.

For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.

In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.

iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.

Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.

All discount offers cannot be combined with any other offer.

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LOCATION

VIRTUAL EXPERIENCE