Independent Sponsors & Capital Providers Dealmakers Meeting: West Coast Retreat

Date
Venue
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December 3, 2025
Santa Monica
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Serious Dealmaking, Relaxed Setting.

Join a select group of independent sponsors and capital providers on the West Coast for a retreat built around real conversations and meaningful connections. Hosted in a relaxed setting, the program blends dealmaking with social interaction, making it easier to build lasting relationships, share experiences, and uncover new opportunities. Through closed-door discussions and curated networking, it’s the ideal environment to move deals forward while growing your network.

Over the course of the day, you’ll take part in 16 curated 1x1 meetings, interactive roundtables, and open peer exchanges that go beyond surface-level networking. 

Participation is limited to just 75 leaders to ensure the conversations stay candid, collaborative, and impactful.

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A New Format for a New Era of Deal Making

Candid Peer Discussions

No Panels or Presentations. Expect collaborative roundtables, where sponsors and investors lead problem-solving conversations that matter.

Strategy Meets Social

Combine focused dealmaking with relaxed networking. From walk & talks on the beach to al fresco lunches and sundowners to unwind and connect.

Efficient Deal-Making

Your goals are matched with senior capital providers or Independent Sponsors, connecting you with partners aligned to your objectives

More Meetings

Unlock more deal flow opportunities. Featuring 16 curated 1x1s to accelerate deal flow and strengthen your network

Why Attend

Whether you’re actively pursuing a deal or looking to deploy capital, this event is built to help you:

  • Source and structure better deals through shared experience
  • Build high-value relationships with aligned counterparties
  • Develop business connections through personalized 1x1 networking meetings
  • Gain clarity on capital expectations, valuation shifts, and partnership dynamics
  • Connect with West Coast-based sponsors, family offices, and debt providers
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Connect With Leading

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

AGENDA

8:00 - 9:00 AM Beach Walk & Talk

Grab a coffee and join fellow dealmakers for a morning stroll along the beach. Enjoy the fresh air, relaxed conversation, and the chance to connect with peers before the day’s sessions begin.

9:00 - 10:30 AM Business Building 1:1s

Connect with independent sponsors or capital providers specializing in investments in the industry sectors and markets you focus on. We will provide a full list of participating capital providers and independent sponsors so you can meet the most relevant contacts and evaluate potential future business collaborations.

10:30 - 11:00 AM Networking Break

11:00 AM - 12:00 PM Rountable Series 1:

Technology & Tool Kits

DISCUSSION ROUNDTABLE 1

Discussion Points:

  • Which tools are actually delivering value?
  • Integrating AI into deal flow process
  • When and how to hire junior talent, partners, or mid-tier support
  • Best practices for balancing third-party support with internal capabilities across CRM, modeling, deal sourcing, and capital raising.

Moderator

Hope Mago

Partner

HCAP Partners

Doing Deals in California & West Coast Markets

DISCUSSION ROUNDTABLE 2

Discussion Points:

  • Navigating California-specific challenges: labor, compliance, and regulatory differences

  • Comparing West Coast deal dynamics versus other U.S. markets

  • Understanding high-cost environments and evaluating risk/reward trade-offs

Moderator

Rich Bronstein

Managing Partner

Galaxi Group

Future Strategy & 2026 Outlook

DISCUSSION ROUNDTABLE 3

Discussion Points:

  • Planning strategies for the upcoming year for independent sponsors and capital providers

  • Macro and regional trends impacting deal flow in the lower middle market

  • Collaborative discussion on growth areas, new sectors, and deal structures

Moderator

Steve Hinrichs

Managing Director - Western Region

Monroe Capital 

Moderator

John J. Koeppel

Partner and Private Equity / Independent Sponsor Leader

Lippes Mathias LLP

12:00 - 1:00 PM Al Fresco Lunch

Enjoy a relaxed, outdoor lunch with peers, combining good food with meaningful conversation and networking in a sunlit setting.

1:00 - 2:00 PM Roundtable Series 2

Raising Capital 

DISCUSSION TABLE 1

Discussion Points:

  • Strategies for sourcing equity for individual deals versus raising a fund

  • Working with placement agents, middle-market investment banks, and other intermediaries

  • Balancing reliance on personal networks vs. professional advisors

Moderator

Duran Curis

Founding Partner

Ocean Avenue Capital

Capital Provider Dynamics

DISCUSSION ROUNDTABLE 2

Discussion Points:

  • Differences in working with private equity groups versus SBICs/family offices.

  • How to evaluate new capital partners: references, prior experience with independent sponsors.

  • Role of family offices and “first-time” independent sponsor investors in deal structures.

Moderator

Peter Vogt

Founder & Managing Partner

Hayden Creek Capital

Insights You Won’t Find Anywhere Else

DISCUSSION TABLE 3

Discussion Points:

  • Which sectors and deal types are heating up before the broader market catches on.

  • How investors are changing their approach and what that means for deal sourcing.

  • Identifying high-potential deals and understanding evolving investor expectations.

Moderator

Michael Dickman

Principal

Grey Rock Capital

2:00 - 4:30 PM Business Building 1:1s

Connect with independent sponsors or capital providers specializing in investments in the industry sectors and markets you focus on. We will provide a full list of participating capital providers and independent sponsors so you can meet the most relevant contacts and evaluate potential future business collaborations.

4:30 - 5:30 PM Sundowners by the Sea

Unwind and connect as the day winds down. Sip cocktails, share stories, and network with peers just steps from the water. Relish in ocean views and enjoy an unforgettable evening.

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Venue

Get ready — the West Coast Dealmakers Retreat is happening at Casa Del Mar, the Hotel by the Sea in Santa Monica!

 

Room Block

Discounted room blocks available at Hotel Casa del Mar

PRICING

Standard Price Premium Add-On
Independent Sponsors $699 $100
Capital Providers $799 $100
Placement Agents & Service Providers $2,499 Not Applicable
ISCP Club Members Included Included
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Join the Independent Sponsor & Capital Provider (ISCP) Club today

Building on iGlobal Forum’s long-standing success of connecting and matching over 1,000+ Independent Sponsors & Capital Providers since 2015, the mission of the ISCP Club is to unite all independent sponsors and capital providers into an exclusive community with access to industry content, an Independent Sponsor & Capital Provider Directory and live senior-level deal-making events.

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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 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.