Diversification of LPs: How independent sponsors should think about their LPs in and across deals

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About the event

  • Should independent sponsors source capital for their transactions using one LP or several? 
  • How much does the economics for the IS change when there are multiple capital sources?
  • How should that be weighed against potential inefficiencies?
  • Which model presents a higher certainty of closing?
  • Should independent sponsors that have one anchor LP consider diversifying their LP base for their next deal?

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iGlobal Forum Client Event Series

This event is part of the iGlobal Forum Client Event Series, virtual events hosted by iGlobal Forum in partnership with some of the most trusted firms in the industry.

These events are free to attend and bring together thought-leaders, active industry players, and hundreds of attendees in a knowledge exchange that will prepare you for overcoming challenges, improving business processes, and optimizing future opportunities.

Included is the new segment, Overtime with Ice Miller, an open discussion forum for attendees to ask questions in a live video chat with panelists.



Chase Stuart is a partner in Ice Miller's Business Group. He represents a variety of private equity funds, family offices, independent sponsors, mezzanine funds, and privately held businesses.


Chase Stuart


Ice Miller

He provides strategic and legal advice in their investment and general corporate strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late state private equity investments and secondary transactions.  He represents family, founder, and entrepreneur-owned businesses as general corporate counsel and as a sell-side advisor.  He has represented a variety of companies in sectors such as technology, manufacturing, health care aerospace and defense, gaming, and business services.



Melanie Santos Grant

2nd Gen Partners LLC


Neel is an experienced investor, operator, and advisor. Prior to NB Group, he was a member of the investment team at Berkshire Partners, a corporate development manager at The New York Times, a co-founder of Foodpanda India, and a management consultant at Bain & Company.


Neel Bhargava

Founding Partner


He is also the founder of NB Advisory, an advisory and consulting firm working with growth stage technology businesses on corporate development, strategy, and finance.

At Berkshire Partners, a leading growth-oriented private equity fund, Neel evaluated new investments in the tech/telecom and consumer/retail industries. He also worked closely with the executive teams of several portfolio companies including retailers Aritzia and Party City, where he was a Board Observer. At the New York Times, Neel evaluated investments in ad tech, business intelligence, and mobile. At Bain, Neel advised clients across industries and worked with several large private equity funds on strategic diligence.

Neel is a graduate of the University of Michigan and Harvard Business School.


Evan R. Gallinson, Managing Director, joined Merit in 2005. Evan previously worked in Investment Banking with BMO Capital, William Blair & Company, and PriceWaterhouseCoopers, where he focused on mergers and acquisitions advisor work for middle market companies in a variety of industries.


Evan Gallinson

Managing Director

Merit Capital Partners


Evan received an M.B.A. from Northwestern University’s Kellogg School of Management in 2002 with a concentration in finance. In 1997, he received a B.B.A. from the University of Michigan with a concentration in finance and accounting.

Evan currently serves on the Board of Directors of Choice Slocum Holdings, LLC, Elgen Manufacturing Company, Glunt Industries Inc., Storage Solutions, Inc. and TGR Industrial Services.

He is a native of New Jersey, but has lived in the Chicago area for over twenty years, and is currently residing in Northbrook, IL with his wife and two daughters. Evan’s non-work activities involve coaching his daughters’ softball, basketball, soccer and any other sporting activity that involves a ball as well as playing platform tennis.


David is proud to lead an innovative, experienced and passionate team at Coreio.

david naiman

David Naiman

President and Chief Executive Officer

Wherewithal Partners

His day to day is typically focused on oversight of Coreio’s corporate functions, including finance, sales, marketing, strategic planning and corporate development—but like all of Coreio’s team members, his first priority is our clients.

Over almost 20 years working within and across the financial services industry, David has built a wealth of experience as a seasoned executive. His career has strongly focused on private equity, investment banking and capital markets, and he has developed unparalleled expertise on the evolving needs and requests of these unique business units.

Prior to leading the Coreio team, in 2013, David founded Wherewithal Partners, a niche investment firm established for the purpose of acquiring and growing niche-oriented cash-generative businesses in Canada.

David built his career across a number of financial services and professional advisory organizations. He has experience in private equity, as a member OPTrust Private Market Group’s Investment Committee, engaged in sourcing, structuring and underwriting c.C$450 million of investments across North America. He has also worked in investment banking with the Financial Sponsors Group at Bank of America, providing M&A and acquisition financing advice, and in business and corporate development at two internet-enabled service providers. David began his career at Arthur Andersen in their Assurance and Business Consulting divisions, focused on financial services companies and owner-managed enterprises.

David holds an MBA from the Wharton School at the University of Pennsylvania, a B.Comm from the University of Toronto and a Chartered Accountant designation. He is active in the not-for-profit community and is a strong supporter of a number of children’s charities including a five-year stint on the Board of Directors of Centennial Infant and Child Centre from 2008 to 2012.

David is an avid golfer and traveler, and lives in Toronto with his wife and three children.

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