Launching Soon!

Emerging Independent Sponsor Digital Masterclass

 

The First & Only Digital Course for Aspiring Independent Sponsors

 

Master Your First Deal: Essential Skills and Strategies

 

 

Your Path to Becoming a Successful Independent Sponsor

Unlock the secrets to successful deal-making with

our comprehensive EIS Training Course, tailored

specifically for emerging independent sponsors. 

EIS Training Course - Launching on October 22nd

The first acquisition is often the hardest part of the process. This online course is designed to help new and emerging independent sponsors navigate the model while building their skillset. Delivered by private equity and IS industry experts, the course covers best practices and strategies for funding, deal sourcing, structuring terms, documentation, and managing the deal cycle.

Each one hour module offers a flexible learning experience tailored for independent sponsors who have yet to complete a deal or have recently closed their first and would benefit from insights and best practices for creating value after the close.

Emerging Independent Sponsor Masterclass

The first acquisition is often the hardest step in the process. As the first-ever and only digital class exclusively for emerging independent sponsors, this course is uniquely designed to help new and aspiring sponsors navigate the model while building their skillset. Delivered by private equity and independent sponsor industry experts, it provides best practices and actionable strategies for funding, deal sourcing, structuring terms, documentation, and managing the deal cycle—all from the convenience of an online format.

Each one-hour module offers a flexible learning experience tailored for independent sponsors who have yet to complete a deal or have recently closed their first deal and would benefit from insights and best practices for creating value after the close.

 

This Course Includes:

  • 9 hours of on-demand video

  • Downloadable resources and access to iGlobal conference content

  • Learning Flexibility: Complete the course on your own schedule—whether it's from your sofa, on your phone, during a flight, or at your desk between meetings.

Master Both Transactional and Operational Skills

Strengthen both your transactional and operational strategies to achieve a more balanced approach. Gain insights on mastering these skill sets and evolve into a well-rounded independent sponsor

Learn to Operationalize for Growth

Know how to source deals and implement growth strategies. Overcome credibility challenges and discover how to attract partners and business owners

Deep Dive into the Deal Cycle

Walk through the entire deal cycle, from sourcing to close, with a focus on key stages and value creation post-close, providing essential insights for emerging independent sponsors to ensure transaction success

Course Curriculum

Blue Instagram Course List

Module Experts

Ignacio Macias

CEO, CECOP USA
Partner, Weave Growth

Vinay is a Founding Partner at Weave Growth. Weave is an investment firm that brings a tech-enabled growth playbook to middle market companies looking to embrace technology and M&A in order to build robust and durable franchises. Vinay has spent over a decade in investing and financial services at Q Investments, Barclays Capital, Deutsche Bank, and the Grassroots Business Fund, an impact investing fund from the IFC/World Bank. He has also served as an executive/operator at an HR outsourcing and insurance services business. Vinay received a BA in Political Science from Yale University and an MBA in Finance from the Wharton School.

Liddy Karter

Managing Partner, Mizzen Capital
Partner, Cornerstone Capital Partners

Steve has been a private equity investor since 1998, with an emphasis on lower middle-market manufacturing and industrial service companies. To date, he has invested in transactions totaling $350 million in enterprise value. He enjoys assisting management teams with strategic planning, add-on acquisitions, operational improvements, personnel development and recruiting, and financial analysis. He has also served as interim CEO and CFO for his companies. Prior to joining Cornerstone, Steve was a principal with Long Point Capital, a middle-market private equity fund. Before Long Point, Steve worked for Masco Corp. and affiliates for ten years in a variety of operational, financial, and business development roles, primarily focused on turning around troubled operating divisions. His last position was as president of an operating division.

What You'll Learn

Master Both Transactional and Operational Skills

Strengthen both your transactional and operational strategies to achieve a more balanced approach. Gain insights on mastering these skill sets and evolve into a well-rounded independent sponsor

Learn to Operationalize for Growth

Know how to source deals and implement growth strategies. Overcome credibility challenges and discover how to attract partners and business owners

Deep Dive into the Deal Cycle

Walk through the entire deal cycle, from sourcing to close, with a focus on key stages and value creation post-close, providing essential insights for emerging independent sponsors to ensure transaction success

Course Curriculum

The 9 Modules Include

01
Getting Started as an Independent Sponsor

Understanding your value, navigating the challenges, and evolving in the role

 

02
Sourcing Deals and Investment Approach

Crafting an investment thesis (bottoms-up approach vs. top-down)

03
Building a Valuation Model

Assessing potential investments and attracting capital

04
Building an LBO Model

Step by step walk through of the model building process

05
How to Structure LOIs and IOIs

Due diligence (Both pre-LOI and Post LOI)

06
Evaluating and Securing Capital Partners: Matching the Deal and the Partner

Building a capital stack and navigating the landscape of capital partners

07
The 100-Day Plan: Navigating the Critical First Phase Post-Acquisition

Setting strategic milestones and maximizing value in the critical first phase of a new investment.

08
Strategies for Surviving the Struggle and Overcome Credibility Challenges

Motivation, commitment and developing strategic partnerships for enhanced deal flow and financing network

09
Business Management

Crafting investor emails & investor memos. Tax Strategies, Talent acquisition and working with service partners)

Pricing

ISCP Club Members

Non Members

Testimonials

What our clients say

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Placeholder Image
Mary Kindler
Founder of Syntecho

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus dapibus posuere mi, in pretium ante posuere a. Aliquam a risus at eros molestie pretium. Aliquam a risus at eros molestie pretium dolor set amiut.

Placeholder Image
Mary Kindler
Founder of Syntecho

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus dapibus posuere mi, in pretium ante posuere a. Aliquam a risus at eros molestie pretium. Aliquam a risus at eros molestie pretium dolor set amiut.

Placeholder Image
Mary Kindler
Founder of Syntecho

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus dapibus posuere mi, in pretium ante posuere a. Aliquam a risus at eros molestie pretium. Aliquam a risus at eros molestie pretium dolor set amiut.

Placeholder Image
Mary Kindler
Founder of Syntecho

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus dapibus posuere mi, in pretium ante posuere a. Aliquam a risus at eros molestie pretium. Aliquam a risus at eros molestie pretium dolor set amiut.

Placeholder Image
Mary Kindler
Founder of Syntecho

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus dapibus posuere mi, in pretium ante posuere a. Aliquam a risus at eros molestie pretium. Aliquam a risus at eros molestie pretium dolor set amiut.

Placeholder Image
Mary Kindler
Founder of Syntecho

Join the Independent Sponsor & Capital Provider (ISCP) Club today

iGlobal Forum's ISCP Club builds upon our longstanding success of connecting and matching 1,100+ Independent Sponsors and Capital Providers since 2015. The new and improved version in partnership with the Deal Flow Xchange (DFX) aims to create the largest membership community of Independent Sponsors & Capital Providers, providing members with insightful industry content, live and virtual events, and the ability to get deals done.

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