ISCPCH26 - Independent Sponsors and Capital Providers Dealmakers Meeting: Chicago

ACCELERATE YOUR DEALS

75 Vetted Participants · Active Deal Flow · Curated 1:1 Meetings

The CENTER OF MIDWEST DEAL FLOW

Chicago is where Midwest deals actually get done, bringing together the sponsors, capital, and real-time credit intelligence driving today’s top-quartile exits.

KEY FEATURES NOT TO BE MISSED IN 2026

🤝 Focused 1:1 conversations remain at the heart of the day - now enhanced by a personalised, white-glove approach.

⏪ Pre event profiling interviews are conducted to identify your priorities

💡 This insight is then used to design your experience in advance to deliver ROI onsite.

⭐ We design your day around your priorities. Every meeting, intentional. Every session, relevant.

Participation is limited to 75 people.

REGISTER HERE

HOW DEALMAKERS WORKS

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75 Carefully Vetted Participants

Focused on Active Deals

Curated One-to-One Meetings

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Curated Before You Arrive

Upon registering, we’ll take the time to understand:

Capital sought or deployed
Deal size, structure, and urgency
Industry and geographic focus
Current transaction or business challenges
Who you should meet and why

This insight is used to design your experience before you enter the room.

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Built Around Your Needs

Your event experience is designed around your priorities, not a fixed agenda, one personalised to you.

Based on the information you share with us, we actively suggest who to meet, which working sessions you could attend, and where you spend your time. Build your day aligned to your mandate, structure, and timeline, with targeted introductions and discussions built around you.

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Content Shaped by Real Demand

There are no panels, no keynotes. Sessions are designed around the real challenges identified through attendee profiling, from capital structuring and valuation, to operational bottlenecks and exits.

The agenda reflects what the room needs, in real time.

Curated working sessions
Problem-solving discussions based on live deals
Targeted introductions with aligned counterparties

You are not navigating an agenda. Your day is built around your needs.

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This Event Is For You

If you are actively:

Deploying or raising capital
Advising on live mandates
Structuring, executing, or accelerating deals

Working on a deal and want to take part in a curated, high-trust deal environment, we invite you to register now!

Flow of the Day

08:00 AM – 09:00 AM - Registration & Breakfast

09:00 AM – 10:30 AM - Business-Building 1:1 Meetings (Session 1)
Connect with independent sponsors and capital providers who align with your sector focus and investment strategy.

10:30 AM– 11:00 AM - Networking Break

11:00 AM – 12:00 PM - Curated Working Sessions (Click arrow to view sessions)

Between 1:1 meetings, attendees take part in small, closed-door working sessions shaped by real-time demand and designed around active challenges.

Capital Stack Optimization: Balancing Cost, Flexibility, and Execution

Incorporating the 2026 Credit-Certainty Index Every layer of your capital stack tells a story about risk and control. Those who master it can execute faster, negotiate better, and exit stronger.

When is it better to favor debt versus equity, or combine multiple sources in the current Midwest climate?
How can sponsors structure deals for flexibility without over-leveraging?
The Credit-Certainty Index: Based on real-time data from the room’s leading SBICs and Private Credit funds, what are the specific leverage and covenant thresholds defining successful June 2026 closings?

Pricing Deals Right: Avoiding Overpaying in a Rising Market

Featuring Live H1 2026 Deal Autopsies Multiples are rising—but so are mistakes. Pay too much, and even great companies become a value trap.

How can operational insights be used to adjust valuations pre-offer?
What were the specific red flags in recent H1 2026 “broken deals” that led to valuation collapses during the QofE phase?
How should competitive pressure shift your bidding approach to ensure you aren't overpaying for "empty" growth?

Deep Investor Relations: Crafting Capital Scripts That Work

Bridging the Gap Between Transaction and Alignment Investors invest in confidence and alignment, not just transactions. Those who master the psychology of capital move faster and smarter.

Bridging the Gap Between Transaction and Alignment Investors invest in confidence and alignment, not just transactions. Those who master the psychology of capital move faster and smarter.
What strategies help sponsors match deal structure and messaging to an investor’s risk-reward appetite?
Which deal structures signal institutional alignment without sacrificing the sponsor’s flexibility?

12:00 PM – 1:00 PM - Lunch Break

1:00 PM – 2:00 PM - Curated Working Sessions 2 (Click arrow to view sessions)

Between 1:1 meetings, attendees take part in small, closed-door working sessions shaped by real-time demand and designed around active challenges.

Organic Growth Systems Sponsors Can Monetize

Engineering the Exit Premium Ignoring growth is leaving money on the table. Strategic, repeatable initiatives turn portfolio companies into top-quartile exits.

What repeatable operational levers drive measurable organic growth in Midwest industrial and service platforms?
How should growth initiatives be prioritized relative to cost and ROI?
Exit-Multiple Stress Testing: Which growth benchmarks are today’s strategic buyers using to "stress test" a 2027 exit multiple? How do we build toward those targets now?

Vendor Spend & ROI Post-Close

Capturing Upside Through Precision Operations Every vendor decision impacts your post-close returns. Sponsors who know which services create real value capture upside others leave on the table.

How can sponsors quantify vendor value versus cost?
In our H1 Deal Autopsies, where did unexpected vendor or “synergy” costs most frequently erode the initial investment thesis?
When is it better to renegotiate or replace a vendor versus scaling existing services to maximize EBITDA?

Brand & Authority Engineering for Sponsors

Building Reputation as Transactional Leverage Brand isn’t just marketing—it’s leverage. The right reputation accelerates partnerships, capital, and long-term access.

How do we quantify "Brand Equity" during an Exit-Multiple Stress Test so it’s treated as an asset by the buyer rather than "marketing fluff"?
Which branding strategies consistently drive engagement and trust with Family Offices and LPs in a crowded market?
How do you build institutional-grade authority without distracting from the core mission of deal execution?

2:00 PM – 2:30 PM - Curated Networking

After the core 1:1 meetings and working sessions, we bring selected attendees together in small, structured groups based on clear alignment.

2:30 PM – 5:00 PM Business-Building 1:1 Meetings (Session 2)
Continue strategic conversations with independent sponsors and capital providers based on your preferences and shared deal interests.

Session Contributors

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Machka Ventures

Aspen HR

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Connect With Leading

Independent Sponsors
Private Equity Firms
Family Offices
Mezzanine Lenders
SBIC Funds
M&A Intermediaries/Advisors

Venue

The event will be held at the offices of CohnReznick, 1 S Wacker Dr Suite 3550, Chicago, IL 60606.

PRICING

	Standard Price	Early Bird Pricing	Premium Add-On
Independent Sponsors	$849	$649	$100
Capital Providers	$999	$799	$100
Placement Agents & Service Providers	$2,699	Not Applicable	Not Applicable
ISCP Club Members	Included	Not Applicable	Included

REGISTER TO ATTEND

Hear from the attendees

"I wanted to thank you and the iGlobal team - feedback has been fantastic - and I met many new people. This was an extremely successful event and looking forward to many more."

Claudine M. Cohen, Managing Principal, Value360

CohnReznick LLP

"All-in-all a very positive experience. It was extremely efficient."

Al Bhakta
CMG Companies

"We've met some interesting people who we hope to transact with, and we have also met some potential investors."

Ahmed Fattouh

Interprivate

"Knowing who's in the industry and who's available for transactions is very valuable for us."

Chase Stuart

Ice Miller

SPONSORS

STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types in markets around the globe. As leaders in the single tenant sector, we advise buyers and sellers of all sizes on real estate strategy and dispositions.

Boasting an international buyer platform and proprietary database of over 200,000 contacts, we give our clients unparalleled access to the private and institutional real estate capital markets and ensure optimal execution for their transactions.

Our unique focus on single tenant real estate solutions enables us to bridge the worlds of real estate and corporate finance to create and implement solutions that align with our clients’ long-term strategic objectives. With over $20 billion in single tenant transaction volume, we are the market leader in single tenant investment sales.

Founded in 1999, Levenfeld Pearlstein specializes in providing comprehensive legal services to independent sponsors and their capital providers. Our team of experienced attorneys understands the unique challenges, complexities and opportunities of the independent sponsor model and delivers tailored, strategic legal solutions to drive successful outcomes.

Our multi-disciplinary team has extensive experience in structuring, negotiating and executing all aspects of independent sponsor transactions and beyond. We collaboratively work across multiple practice areas—M&A, corporate, securities, tax, banking and finance, employment, real estate, regulatory compliance, restructuring, and more—to ensure that our sponsor clients have access to well-rounded, high-caliber legal advice at every stage of their transactions and throughout their portfolio.

ECA is a specialized executive search firm focused on placing critical senior leaders with Private Equity and their portfolio companies. ECA provides value-creation talent solutions for commercial growth, finance, and operations.

Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation. For more information, please visit www.aspenhr.com and email sales@aspenhr.com.

Verivend is the deal execution and management platform purpose-built for Independent Sponsors. From LOI through Liquidity, Verivend powers the full lifecycle of a deal—investor onboarding, commitments, capital calls, payments, reporting, and distributions—in one secure, payments-driven platform. Independent Sponsors use Verivend to scale efficiently, eliminate manual processes, and deliver a professional, institutional-grade experience to their capital providers without adding operational overhead.

Virtus Insurance is an independent insurance brokerage built around industry specialization and a high-touch service model for middle-market companies. As consolidation reshapes the insurance landscape, many businesses are left in service models driven by scale and revenue thresholds rather than client needs. Virtus was founded to challenge that approach. The firm works closely with management teams to design insurance programs that reflect the realities of their industries, provide proactive guidance, and deliver the level of attention and advocacy often lost in larger, consolidated broker platforms.

Quarles & Brady LLP is a full-service Am Law 200 firm with approximately 550 attorneys offering an array of legal services to clients ranging from Fortune 100 companies to entrepreneurial families and individuals. The firm has business-focused practices in areas such as M&A, Commercial Finance, Bankruptcy & Restructuring, Governance and Tax, as well as Intellectual Property, Labor & Employment, Commercial Litigation, Product Liability, Public Finance, Environmental and Real Estate. Our 13 offices are in Chicago, Denver, Indianapolis, Madison, Milwaukee, Minneapolis, Naples, Phoenix, St. Louis, San Diego, Tampa, Tucson and Washington, D.C. Additional information can be found at quarles.com.

SPONSORSHIP OPPORTUNITIES
Become a sponsor

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 another 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.

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Discounts

To ensure that participants receive any available discounts, payment must be made at the time of registration and prior to the designated cut-off date. This requirement applies to all discounts. Please note that discounts cannot be combined with any other offers.

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